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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
+$954M
2
LNC
Lincoln National Corp
Pennsylvania
+$211M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
4
Empower Advisory Group
Empower Advisory Group
Colorado
+$49.4M
5
GP
Greenline Partners
New York
+$45.3M

Top Sellers

1
EW
Evoke Wealth
California
-$138M
2
QCM
Quadratic Capital Management
Connecticut
-$112M
3
Goldman Sachs
Goldman Sachs
New York
-$79.5M
4
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$19.9M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHIC
301
Pine Haven Investment Counsel
Massachusetts
$1.08M +$728 +28 +0.1%
SFS
302
Security Financial Services
Indiana
$1.04M -$49.2K -1,892 -5%
CA
303
Claro Advisors
Massachusetts
$1.03M +$443K +17,018 +76%
LC
304
LCNB Corp
Ohio
$1.02M – – –
Betterment LLC
305
Betterment LLC
New York
$999K +$8.27K +318 +0.8%
CIR
306
Clear Investment Research
Georgia
$993K +$297K +11,430 +43%
FCIM
307
Fairview Capital Investment Management
California
$984K +$77.2K +2,970 +9%
CB
308
Commerce Bank
Missouri
$983K +$315K +12,106 +47%
VC
309
Veracity Capital
Georgia
$972K +$35.5K +1,364 +4%
WIA
310
World Investment Advisors
California
$971K +$971K +37,332 New
FMC
311
First Merchants Corp
Indiana
$963K – – –
BWM
312
Benchmark Wealth Management
Connecticut
$946K -$884 -34 -0.1%
Renaissance Technologies
313
Renaissance Technologies
New York
$943K +$943K +36,280 New
CM
314
Columbus Macro
Pennsylvania
$937K -$71.4K -2,744 -7%
SPC
315
Sigma Planning Corp
Michigan
$935K -$26.4K -1,014 -3%
M
316
MYeCFO
California
$923K -$24K -922 -3%
SWM
317
SigFig Wealth Management
California
$916K +$56.3K +2,798 +7%
BSW
318
Buckingham Strategic Wealth
Missouri
$916K -$41.7K -1,602 -4%
PFM
319
Phillips Financial Management
Indiana
$913K +$55K +2,116 +6%
EH
320
Equitable Holdings
New York
$883K +$247K +9,494 +39%
EWA
321
EverSource Wealth Advisors
Alabama
$869K +$347K +13,182 +67%
EFG
322
Ethos Financial Group
Pennsylvania
$864K -$133K -5,128 -13%
IA
323
IFG Advisory
Georgia
$845K -$395K -15,198 -32%
AWA
324
Arkadios Wealth Advisors
Georgia
$838K +$31.5K +1,212 +4%
AIM
325
AHL Investment Management
Florida
$833K -$4.42K -170 -0.5%
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