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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
LFP
301
Leeward Financial Partners
Washington
$1.08M -$33.1K -1,280 -3%
PHIC
302
Pine Haven Investment Counsel
Massachusetts
$1.08M +$724 +28 +0.1%
SFS
303
Security Financial Services
Indiana
$1.04M -$48.9K -1,892 -5%
CA
304
Claro Advisors
Massachusetts
$1.03M +$440K +17,018 +76%
LC
305
LCNB Corp
Ohio
$1.02M
Betterment LLC
306
Betterment LLC
New York
$999K +$8.22K +318 +0.8%
CIR
307
Clear Investment Research
Georgia
$993K +$296K +11,430 +43%
FCIM
308
Fairview Capital Investment Management
California
$984K +$76.8K +2,970 +9%
CB
309
Commerce Bank
Missouri
$983K +$313K +12,106 +47%
VC
310
Veracity Capital
Georgia
$972K +$35.3K +1,364 +4%
WIA
311
World Investment Advisors
California
$971K +$965K +37,332 New
FMC
312
First Merchants Corp
Indiana
$963K
BWM
313
Benchmark Wealth Management
Connecticut
$946K -$879 -34 -0.1%
Renaissance Technologies
314
Renaissance Technologies
New York
$943K +$938K +36,280 New
CM
315
Columbus Macro
Pennsylvania
$937K -$70.9K -2,744 -7%
SPC
316
Sigma Planning Corp
Michigan
$935K -$26.2K -1,014 -3%
M
317
MYeCFO
California
$923K -$23.8K -922 -3%
SWM
318
SigFig Wealth Management
California
$916K +$72.3K +2,798 +7%
BSW
319
Buckingham Strategic Wealth
Missouri
$916K -$41.4K -1,602 -4%
PFM
320
Phillips Financial Management
Indiana
$913K +$54.7K +2,116 +6%
EH
321
Equitable Holdings
New York
$883K +$245K +9,494 +39%
EWA
322
EverSource Wealth Advisors
Alabama
$869K +$341K +13,182 +67%
EFG
323
Ethos Financial Group
Pennsylvania
$864K -$133K -5,128 -13%
IA
324
IFG Advisory
Georgia
$845K -$393K -15,198 -32%
AWA
325
Arkadios Wealth Advisors
Georgia
$838K +$31.3K +1,212 +4%

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.