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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 %
SPC
301
Sigma Planning Corp
Michigan
$964K +$584K +22,406 +154%
BSW
302
Buckingham Strategic Wealth
Missouri
$961K +$66.3K +2,544 +7%
CCM
303
Cambridge Capital Management
Illinois
$959K +$215K +8,254 +29%
M
304
MYeCFO
California
$950K -$42.8K -1,640 -4%
BWM
305
Benchmark Wealth Management
Connecticut
$949K -$448K -17,196 -32%
VC
306
Veracity Capital
Georgia
$940K +$34.2K +1,312 +4%
SFS
307
Sowell Financial Services
Arkansas
$933K -$205K -7,850 -18%
FCIM
308
Fairview Capital Investment Management
California
$909K +$105K +4,040 +13%
SWM
309
SigFig Wealth Management
California
$899K +$73.2K +3,480 +9%
AWS
310
Atria Wealth Solutions
New York
$888K +$23.6K +906 +3%
SF
311
Summit Financial
New Jersey
$884K -$98.9K -3,794 -10%
Bank of Montreal
312
Bank of Montreal
Ontario, Canada
$877K +$473K +18,136 +117%
PFM
313
Phillips Financial Management
Indiana
$860K +$152K +5,824 +21%
AIM
314
AHL Investment Management
Florida
$840K -$4.69K -180 -0.6%
Koshinski Asset Management
315
Koshinski Asset Management
Illinois
$836K -$110K -4,236 -12%
SAM
316
SignalPoint Asset Management
Missouri
$820K -$38.5K -1,476 -4%
IPW
317
Intergy Private Wealth
Colorado
$819K -$449K -17,206 -35%
O3W
318
Omni 360 Wealth
New Jersey
$812K +$11.4K +438 +1%
AWA
319
Arkadios Wealth Advisors
Georgia
$809K +$87.6K +3,360 +12%
EWM
320
Empirical Wealth Management
Washington
$801K +$48.8K +1,870 +6%
HWM
321
Horizons Wealth Management
North Carolina
$783K – – –
PB
322
Pinnacle Bancorp
Nebraska
$779K -$75.7K -2,902 -9%
BBA
323
Braun-Bostich & Associates
Pennsylvania
$778K +$313K +11,992 +67%
CS
324
Credit Suisse
Switzerland
$759K +$257K +9,860 +51%
ABC
325
Associated Banc-Corp
Wisconsin
$742K -$104K -3,990 -12%
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