SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

643 hedge funds and large institutions have $7.6B invested in Schwab US TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 227 increasing their positions, 256 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-18
Holders Change %
-2.72%
% of All Funds
9.32%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.74%
New
58
Increased
227
Reduced
256
Closed
67
Calls
$6.17M
Puts
$250K
Net Calls
+$5.92M
Net Calls Change
-$289K

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
$831M
2
EW
Evoke Wealth
California
$138M
3
NL
NEPC LLC
Massachusetts
$135M
4
JRP
Jasper Ridge Partners
California
$174M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$31.2M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$165M
2
Franklin Resources
Franklin Resources
California
$11M
3
QCM
Quadratic Capital Management
Connecticut
$640M
4
Goldman Sachs
Goldman Sachs
New York
$215M
5
Morgan Stanley
Morgan Stanley
New York
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
276
Advisornet Financial
Minnesota
$1.25M -$863K -33,094 -41%
IA
277
IFG Advisory
Georgia
$1.24M -$336K -12,888 -21%
GC
278
Gilbert & Cook
Iowa
$1.24M -$333K -12,786 -21%
DAS
279
Dynamic Advisor Solutions
Arizona
$1.24M -$578K -22,156 -32%
WWM
280
WT Wealth Management
Arizona
$1.2M +$804K +30,820 +203%
RG
281
Retirement Group
California
$1.19M -$449K -17,208 -27%
BIA
282
Bigelow Investment Advisors
Maine
$1.16M -$53.4K -2,048 -4%
WFA
283
Websterrogers Financial Advisors
South Carolina
$1.16M +$82.7K +3,170 +8%
LNC
284
Lincoln National Corp
Pennsylvania
$1.14M +$215K +8,230 +23%
RF
285
RHS Financial
California
$1.14M +$197K +7,538 +21%
Corient Private Wealth
286
Corient Private Wealth
Florida
$1.12M +$58.3K +2,236 +5%
PSA
287
Plum Street Advisors
Louisiana
$1.12M -$910K -33,952 -45%
PIMG
288
Patriot Investment Management Group
Tennessee
$1.12M -$48K -1,840 -4%
LFP
289
Leeward Financial Partners
Washington
$1.11M – – –
SFS
290
Security Financial Services
Indiana
$1.09M +$33.5K +1,286 +3%
CWM
291
Circle Wealth Management
New Jersey
$1.08M – – –
PHIC
292
Pine Haven Investment Counsel
Massachusetts
$1.08M +$17.2K +660 +2%
LC
293
LCNB Corp
Ohio
$1.03M – – –
CM
294
Columbus Macro
Pennsylvania
$1.01M -$38.7K -1,484 -4%
SFP
295
Strategic Financial Planning
Texas
$1M -$160K -6,130 -14%
IWC
296
Integrated Wealth Concepts
Massachusetts
$1M -$2.71M -104,080 -73%
EFG
297
Ethos Financial Group
Pennsylvania
$1M -$1.95M -74,922 -66%
Betterment LLC
298
Betterment LLC
New York
$993K +$10.4K +400 +1%
WCFA
299
Walkner Condon Financial Advisors
Wisconsin
$970K -$106K -4,078 -10%
FMC
300
First Merchants Corp
Indiana
$966K -$3.34K -128 -0.3%
10 11
12
13 14