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Schwab US TIPS ETF
SCHP

Overview Fund Activity

649 hedge funds and large institutions have $8.06B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 243 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.44%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
0.84%
New
83
Increased
243
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.09B
2
LNC
Lincoln National Corp
Pennsylvania
$213M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$443M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$878M
5
GP
Greenline Partners
New York
$45.3M

Top Sellers

1
EW
Evoke Wealth
California
$416K
2
QCM
Quadratic Capital Management
Connecticut
$527M
3
Goldman Sachs
Goldman Sachs
New York
$135M
4
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DG
276
DMC Group
Alabama
$1.37M -$134K -5,154 -9%
AIM
277
Anchor Investment Management
South Carolina
$1.35M -$191K -7,334 -12%
NA
278
Nottingham Advisors
New York
$1.32M -$417K -16,028 -24%
Corient Private Wealth
279
Corient Private Wealth
Florida
$1.31M +$197K +7,562 +18%
HCM
280
Hutchinson Capital Management
California
$1.29M -$1.72K -66 -0.1%
PSA
281
Plum Street Advisors
Louisiana
$1.29M +$203K +7,790 +19%
GM
282
GeoWealth Management
Illinois
$1.24M -$1.65M -63,448 -57%
SA
283
SRH Advisors
Kansas
$1.24M -$112K -4,290 -8%
Focus Partners Wealth
284
Focus Partners Wealth
Massachusetts
$1.24M +$1.24M +47,608 New
AWA
285
Archvest Wealth Advisors
California
$1.24M +$561K +21,744 +83%
OFG
286
Oxford Financial Group
Indiana
$1.21M +$1.21M +46,440 New
GRP
287
Global Retirement Partners
California
$1.2M +$625K +24,050 +108%
WWM
288
WT Wealth Management
Arizona
$1.18M -$13K -498 -1%
SFP
289
Strategic Financial Planning
Texas
$1.16M +$160K +6,144 +16%
DAS
290
Dynamic Advisor Solutions
Arizona
$1.16M -$80K -3,078 -6%
WMR
291
Wealth Management Resources
Rhode Island
$1.16M -$10.6M -408,542 -90%
P
292
&Partners
Tennessee
$1.14M +$1.14M +43,920 New
WFA
293
Websterrogers Financial Advisors
South Carolina
$1.14M -$13.2K -508 -1%
PIMG
294
Patriot Investment Management Group
Tennessee
$1.13M +$15K +578 +1%
RWM
295
Revisor Wealth Management
Ohio
$1.13M -$720K -27,690 -39%
AF
296
Advisornet Financial
Minnesota
$1.11M -$136K -5,230 -11%
BIA
297
Bigelow Investment Advisors
Maine
$1.1M -$59.7K -2,294 -5%
SF
298
Summit Financial
New Jersey
$1.09M +$211K +8,108 +24%
CWM
299
Circle Wealth Management
New Jersey
$1.08M – – –
LFP
300
Leeward Financial Partners
Washington
$1.08M -$33.3K -1,280 -3%
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