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Schwab US TIPS ETF
SCHP

Overview Fund Activity

631 hedge funds and large institutions have $7.4B invested in Schwab US TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 244 increasing their positions, 229 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-18
Holders Change %
-2.77%
% of All Funds
9.13%
Holding in Top 10
54
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.9%
% of All Funds
0.78%
New
53
Increased
244
Reduced
229
Closed
63
Calls
$2.98M
Puts
$70K
Net Calls
+$2.91M
Net Calls Change
-$153K

Top Buyers

1
EW
1
Evoke Wealth
California
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$535M
3
QCM
3
Quadratic Capital Management
Connecticut
$613M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$951M
5
Cerity Partners
5
Cerity Partners
New York
$210M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
US Bancorp
2
US Bancorp
Minnesota
$45.9M
3
SLI
3
Sumitomo Life Insurance
Japan
$4.01M
4
SFC
4
Strategic Financial Concepts
Texas
$460K
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
301
SigFig Wealth Management
California
$888K +$94K +5,386 +12%
AWS
302
Atria Wealth Solutions
New York
$852K +$253K +9,424 +42%
BWM
303
Benchmark Wealth Management
Connecticut
$843K -$132K -4,922 -14%
PB
304
Pinnacle Bancorp
Nebraska
$831K +$19.5K +728 +2%
HWM
305
Horizons Wealth Management
North Carolina
$816K +$5.74K +214 +0.7%
BC
306
Bakala Capital
South Carolina
$804K +$23.1K +860 +3%
O3W
307
Omni 360 Wealth
New Jersey
$800K -$13.6K -508 -2%
FHC
308
First Heartland Consultants
Missouri
$800K +$81.2K +3,028 +11%
AIM
309
AHL Investment Management
Florida
$790K -$69.7K -2,598 -8%
SFS
310
Sowell Financial Services
Arkansas
$789K -$40.7K -1,520 -5%
DG
311
DMC Group
Alabama
$779K -$633K -23,598 -45%
EWM
312
Empirical Wealth Management
Washington
$776K -$37.5K -1,398 -5%
AAS
313
Asset Allocation Strategies
Michigan
$766K +$311K +11,586 +68%
RF
314
RHS Financial
California
$759K -$39.5K -1,472 -5%
ASN
315
Advisory Services Network
Georgia
$755K – – –
AWM
316
Apollon Wealth Management
South Carolina
$755K -$97.3K -3,630 -11%
SEIA
317
Signature Estate & Investment Advisors
California
$742K -$20.2K -754 -3%
JAG
318
Journey Advisory Group
Kentucky
$738K – – –
WCFA
319
Walkner Condon Financial Advisors
Wisconsin
$734K -$90.7K -3,382 -11%
NL
320
NWAM LLC
Washington
$720K +$720K +26,864 New
IA
321
IFG Advisory
Georgia
$716K -$155K -5,766 -18%
FPAS
322
Focus Partners Advisor Solutions
Missouri
$713K +$713K +26,584 New
EWA
323
EverSource Wealth Advisors
Alabama
$702K -$182K -6,784 -21%
PRS
324
Pinkerton Retirement Specialists
Idaho
$702K +$44.4K +1,656 +7%
AWA
325
Arkadios Wealth Advisors
Georgia
$701K -$163K -6,062 -19%
11 12
13
14 15