SCHP icon

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 %
JAG
326
Journey Advisory Group
Kentucky
$738K -$738K -14,195 -50%
SWM
327
SigFig Wealth Management
California
$736K +$83.7K +6,540 +13%
WKWM
328
Walter & Keenan Wealth Management
Indiana
$714K +$120K +4,655 +20%
AF
329
Advisornet Financial
Minnesota
$709K -$386K -14,930 -35%
AIM
330
AHL Investment Management
Florida
$709K -$51.4K -1,988 -7%
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$701K -$8.26M -319,705 -92%
AQR Capital Management
332
AQR Capital Management
Connecticut
$701K +$701K +27,141 New
SAI
333
Savvy Advisors Inc
New York
$701K +$204K +7,882 +41%
JCIA
334
Jackson Creek Investment Advisors
Colorado
$682K +$17.2K +664 +3%
EWM
335
Empirical Wealth Management
Washington
$678K -$69.2K -2,679 -9%
SP
336
SWS Partners
Ohio
$678K +$678K +26,237 New
DG
337
DMC Group
Alabama
$668K -$82.4K -3,190 -11%
CA
338
CoreCap Advisors
Michigan
$663K +$371K +14,356 +127%
CB
339
Commerce Bank
Missouri
$658K -$346K -13,408 -34%
WCFA
340
Walkner Condon Financial Advisors
Wisconsin
$657K -$50.4K -1,951 -7%
SFS
341
Sowell Financial Services
Arkansas
$656K -$104K -4,034 -14%
FFG
342
Fortress Financial Group
Minnesota
$654K +$654K +25,323 New
IA
343
IFG Advisory
Georgia
$644K -$46.4K -1,797 -7%
CA
344
Cambridge Advisors
Nebraska
$633K -$7.7K -298 -1%
SP
345
Symmetry Partners
Connecticut
$629K +$629K +24,356 New
LFA
346
Laraway Financial Advisors
Minnesota
$628K -$43.7K -1,690 -7%
PIA
347
Panoramic Investment Advisors
Colorado
$620K -$27.1K -1,050 -4%
SW
348
SVB Wealth
Massachusetts
$610K +$610K +23,619 New
UB
349
UMB Bank
Missouri
$604K +$386K +14,950 +178%
FPAS
350
Focus Partners Advisor Solutions
Missouri
$599K -$87.8K -3,398 -13%
12 13
14
15 16