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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
+$190M
2
EW
Evoke Wealth
California
+$138M
3
NL
NEPC LLC
Massachusetts
+$56.3M
4
JRP
Jasper Ridge Partners
California
+$41.6M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$21.7M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$534M
2
Franklin Resources
Franklin Resources
California
-$214M
3
QCM
Quadratic Capital Management
Connecticut
-$112M
4
Goldman Sachs
Goldman Sachs
New York
-$88.5M
5
Morgan Stanley
Morgan Stanley
New York
-$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAG
326
Journey Advisory Group
Kentucky
$740K – – –
SAI
327
Savvy Advisors Inc
New York
$738K -$154K -5,916 -17%
WP
328
WealthPLAN Partners
Nebraska
$729K -$1.41K -54 -0.2%
MLM
329
Mount Lucas Management
Pennsylvania
$728K +$187K +7,188 +35%
CBFP
330
Cedar Brook Financial Partners
Ohio
$722K +$106K +4,060 +17%
LFA
331
Laraway Financial Advisors
Minnesota
$709K -$15.4K -592 -2%
CIR
332
Clear Investment Research
Georgia
$697K +$28K +1,074 +4%
PIA
333
Panoramic Investment Advisors
Colorado
$696K -$108K -4,146 -13%
William Blair & Company
334
William Blair & Company
Illinois
$691K +$281K +10,788 +69%
WKWM
335
Walter & Keenan Wealth Management
Indiana
$682K -$44.3K -1,700 -6%
CA
336
Cambridge Advisors
Nebraska
$681K – – –
AWA
337
Archvest Wealth Advisors
California
$677K – – –
SP
338
Stonebrook Private
Michigan
$674K -$182K -6,964 -21%
HWA
339
Heritage Wealth Advisors
Virginia
$673K – – –
CB
340
Commerce Bank
Missouri
$670K -$81.6K -3,128 -11%
ASN
341
Advisory Services Network
Georgia
$669K +$36K +1,382 +6%
AWM
342
Apollon Wealth Management
South Carolina
$665K +$127K +4,870 +24%
WAM
343
Walker Asset Management
Missouri
$650K – – –
Prudential Financial
344
Prudential Financial
New Jersey
$644K +$21.3K +816 +3%
OIA
345
OneDigital Investment Advisors
Kansas
$638K -$271K -10,386 -30%
EH
346
Equitable Holdings
New York
$638K +$117K +4,482 +22%
BC
347
Bakala Capital
South Carolina
$623K +$333K +12,784 +115%
C1AG
348
Client 1st Advisory Group
Florida
$623K -$141K -5,396 -18%
HNB
349
Huntington National Bank
Ohio
$618K -$583K – –
JCIA
350
Jackson Creek Investment Advisors
Colorado
$618K +$18.2K +698 +3%
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14
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