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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 %
AWM
326
Apollon Wealth Management
South Carolina
$827K +$163K +6,280 +25%
SFS
327
Sowell Financial Services
Arkansas
$805K -$126K -4,836 -14%
Bank of Montreal
328
Bank of Montreal
Ontario, Canada
$802K -$75.8K -2,902 -9%
WCFA
329
Walkner Condon Financial Advisors
Wisconsin
$800K -$167K -6,434 -17%
HWM
330
Horizons Wealth Management
North Carolina
$790K +$5.8K +222 +0.7%
O3W
331
Omni 360 Wealth
New Jersey
$789K -$20.5K -790 -3%
EWM
332
Empirical Wealth Management
Washington
$789K -$10.2K -392 -1%
PB
333
Pinnacle Bancorp
Nebraska
$787K +$9.88K +380 +1%
RF
334
RHS Financial
California
$774K -$359K -13,810 -32%
SAM
335
SignalPoint Asset Management
Missouri
$773K -$45K -1,732 -6%
CAPTRUST Financial Advisors
336
CAPTRUST Financial Advisors
North Carolina
$764K +$165K +6,326 +27%
BCI
337
Brinker Capital Investments
Pennsylvania
$763K +$763K +29,350 New
OPS
338
Orion Portfolio Solutions
Nebraska
$763K +$763K +29,350 New
BC
339
Bakala Capital
South Carolina
$757K +$136K +5,220 +22%
ASN
340
Advisory Services Network
Georgia
$755K +$88.1K +3,388 +13%
SEIA
341
Signature Estate & Investment Advisors
California
$740K +$437K +16,792 +144%
JAG
342
Journey Advisory Group
Kentucky
$738K – – –
OIA
343
OneDigital Investment Advisors
Kansas
$714K +$78K +2,998 +12%
FAM
344
Formidable Asset Management
Ohio
$705K -$1.35M -52,030 -66%
LFA
345
Laraway Financial Advisors
Minnesota
$702K -$5.46K -210 -0.8%
MLM
346
Mount Lucas Management
Pennsylvania
$699K -$27.3K -1,048 -4%
HWA
347
Heritage Wealth Advisors
Virginia
$671K – – –
William Blair & Company
348
William Blair & Company
Illinois
$659K -$30K -1,154 -4%
JCIA
349
Jackson Creek Investment Advisors
Colorado
$652K +$35.5K +1,366 +6%
CA
350
Cambridge Advisors
Nebraska
$645K -$34K -1,306 -5%
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