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Schwab US TIPS ETF
SCHP

Overview Fund Activity

653 hedge funds and large institutions have $8.1B invested in Schwab US TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 248 increasing their positions, 227 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+22
Holders Change %
+3.49%
% of All Funds
8.69%
Holding in Top 10
57
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.56%
% of All Funds
0.76%
New
103
Increased
248
Reduced
227
Closed
72
Calls
$2.72M
Puts
–
Net Calls
+$2.72M
Net Calls Change
-$191K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$511M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$402M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$73.1M
4
NL
NEPC LLC
Massachusetts
+$43.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$481M
2
QCM
Quadratic Capital Management
Connecticut
-$223M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$64.7M
4
Goldman Sachs
Goldman Sachs
New York
-$54.8M
5
SAM
Simplify Asset Management
Nevada
-$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Clune & Associates
Illinois
$986K +$986K +38,168 New
FMC
302
First Merchants Corp
Indiana
$982K +$25.8K +1,000 +3%
SA
303
SRH Advisors
Kansas
$978K -$138K -5,336 -12%
MCA
304
Magnolia Capital Advisors
Mississippi
$971K +$37.1K +1,437 +4%
AAS
305
Asset Allocation Strategies
Michigan
$971K +$225K +8,615 +30%
PSA
306
Plum Street Advisors
Louisiana
$962K -$115K -4,463 -11%
BIA
307
Bigelow Investment Advisors
Maine
$947K -$69.5K -2,689 -7%
NL
308
NWAM LLC
Washington
$927K +$233K +9,006 +34%
PB
309
Pinnacle Bancorp
Nebraska
$909K +$108K +4,191 +14%
ASN
310
Advisory Services Network
Georgia
$897K +$147K +5,685 +20%
PIMG
311
Patriot Investment Management Group
Tennessee
$886K -$235K -9,091 -21%
M
312
MYeCFO
California
$883K -$65.6K -2,540 -7%
SPC
313
Sigma Planning Corp
Michigan
$870K -$56.3K -2,178 -6%
AFA
314
Atlas Financial Advisors
California
$868K +$868K +33,598 New
RWM
315
Revisor Wealth Management
Ohio
$857K -$164K -6,349 -16%
ANTB
316
AMG National Trust Bank
Colorado
$817K +$817K +31,622 New
SWM
317
Sagace Wealth Management
Florida
$813K -$3.65M -141,268 -82%
BWM
318
Benchmark Wealth Management
Connecticut
$804K -$8.37K -324 -1%
BC
319
Bakala Capital
South Carolina
$781K +$6.43K +249 +0.8%
FFS
320
Fischer Financial Services
Pennsylvania
$777K +$777K +30,080 New
BFA
321
Bragg Financial Advisors
North Carolina
$775K +$775K +30,000 New
O3W
322
Omni 360 Wealth
New Jersey
$770K -$697 -27 -0.1%
MLM
323
Mount Lucas Management
Pennsylvania
$755K +$30.8K +1,192 +4%
PRS
324
Pinkerton Retirement Specialists
Idaho
$753K +$77K +2,980 +11%
GWM
325
Geneos Wealth Management
Colorado
$744K -$272K -10,528 -27%
11 12
13
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