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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 %
LFA
326
Laraway Financial Advisors
Minnesota
$697K -$26.8K -998 -4%
SAM
327
SignalPoint Asset Management
Missouri
$692K -$105K -3,920 -13%
JCIA
328
Jackson Creek Investment Advisors
Colorado
$690K +$17.8K +664 +3%
PIA
329
Panoramic Investment Advisors
Colorado
$671K +$671K +25,034 New
CAPTRUST Financial Advisors
330
CAPTRUST Financial Advisors
North Carolina
$670K -$118K -4,416 -15%
ASI
331
Advisory Services & Investments
Oregon
$666K +$93K +3,470 +16%
CA
332
Cambridge Advisors
Nebraska
$665K – – –
OIM
333
Oder Investment Management
California
$627K +$45K +1,680 +8%
PA
334
Prossimo Advisors
California
$617K – – –
WKWM
335
Walter & Keenan Wealth Management
Indiana
$617K -$19.8K -740 -3%
SAG
336
SageView Advisory Group
California
$610K +$610K +22,750 New
GCA
337
Gradient Capital Advisors
California
$602K – – –
CFGS
338
Concourse Financial Group Securities
Alabama
$597K +$340K +12,676 +132%
Koshinski Asset Management
339
Koshinski Asset Management
Illinois
$585K -$55.7K -2,076 -9%
WP
340
WealthPLAN Partners
Nebraska
$584K -$697 -26 -0.1%
FIM
341
Fruth Investment Management
Texas
$581K – – –
CCM
342
Coldstream Capital Management
Washington
$575K -$16.9K -632 -3%
SC
343
Shearwater Capital
Colorado
$571K -$54 -2 -0%
JIP
344
Jaffetilchin Investment Partners
Florida
$570K +$1.93K +72 +0.3%
WMR
345
Wealth Management Resources
Rhode Island
$566K -$629K -23,454 -53%
RI
346
Rinkey Investments
California
$564K +$804 +30 +0.1%
Prudential Financial
347
Prudential Financial
New Jersey
$562K -$73.9K -2,756 -12%
CIBC Asset Management
348
CIBC Asset Management
Ontario, Canada
$550K +$550K +20,500 New
AGC
349
Aspen Grove Capital
Colorado
$536K – – –
EFG
350
Ethos Financial Group
Pennsylvania
$536K -$354K -13,206 -40%
12 13
14
15 16