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Schwab US TIPS ETF

654 hedge funds and large institutions have $8.08B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 246 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,185% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $140K

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

13% more funds holding in top 10

Funds holding in top 10: 5259 (+7)

9.44% more ownership

Funds ownership: 136.09%145.52% (+9.4%)

6% more capital invested

Capital invested by funds: $7.61B → $8.08B (+$467M)

1% more funds holding

Funds holding: 646654 (+8)

0% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 245

Holders
654
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
9.45%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
0.85%
New
84
Increased
246
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
276
Friedenthal Financial
New Jersey
$1.42M +$77.4K +2,994 +6%
DG
277
DMC Group
Alabama
$1.37M -$133K -5,154 -9%
AIM
278
Anchor Investment Management
South Carolina
$1.35M -$190K -7,334 -12%
NA
279
Nottingham Advisors
New York
$1.32M -$414K -16,028 -24%
Corient Private Wealth
280
Corient Private Wealth
Florida
$1.31M +$196K +7,562 +18%
HCM
281
Hutchinson Capital Management
California
$1.29M -$1.71K -66 -0.1%
PSA
282
Plum Street Advisors
Louisiana
$1.29M +$201K +7,790 +19%
GM
283
GeoWealth Management
Illinois
$1.24M -$1.64M -63,448 -57%
SA
284
SRH Advisors
Kansas
$1.24M -$111K -4,290 -8%
Focus Partners Wealth
285
Focus Partners Wealth
Massachusetts
$1.24M +$1.23M +47,608 New
AWA
286
Archvest Wealth Advisors
California
$1.24M +$562K +21,744 +83%
OFG
287
Oxford Financial Group
Indiana
$1.21M +$1.2M +46,440 New
GRP
288
Global Retirement Partners
California
$1.2M +$622K +24,050 +108%
WWM
289
WT Wealth Management
Arizona
$1.18M -$12.9K -498 -1%
SFP
290
Strategic Financial Planning
Texas
$1.16M +$159K +6,144 +16%
DAS
291
Dynamic Advisor Solutions
Arizona
$1.16M -$79.6K -3,078 -6%
WMR
292
Wealth Management Resources
Rhode Island
$1.16M -$10.6M -408,542 -90%
P
293
&Partners
Tennessee
$1.14M +$1.14M +43,920 New
WFA
294
Websterrogers Financial Advisors
South Carolina
$1.14M -$13.1K -508 -1%
PIMG
295
Patriot Investment Management Group
Tennessee
$1.13M +$14.9K +578 +1%
RWM
296
Revisor Wealth Management
Ohio
$1.13M -$716K -27,690 -39%
AF
297
Advisornet Financial
Minnesota
$1.11M -$135K -5,230 -11%
BIA
298
Bigelow Investment Advisors
Maine
$1.1M -$59.3K -2,294 -5%
SF
299
Summit Financial
New Jersey
$1.09M +$210K +8,108 +24%
CWM
300
Circle Wealth Management
New Jersey
$1.08M

SCHP Hedge Fund Activity: Q2 2024 in Review

654 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2024, worth a combined $8.08B — up 6.1% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SCHP positions and 64 closed out — a net gain of 20 holders — while 246 added to existing stakes and 245 trimmed.

The largest buyer was Charles Schwab, adding an estimated $948M. The largest seller was Evoke Wealth, cutting an estimated $137M.

  • 654 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2024, up from 646 in Q1 2024.
  • Funds reported $8.08B of Schwab US TIPS ETF stock for Q2 2024, up 6.1% quarter-over-quarter.
  • 84 funds opened new Schwab US TIPS ETF positions in Q2 2024 and 64 closed out, a net change of +20 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2024 was Charles Schwab, an estimated $948M added.
  • The largest Schwab US TIPS ETF seller in Q2 2024 was Evoke Wealth, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.