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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 %
CSPAM
351
Cary Street Partners Asset Management
Virginia
$616K +$616K +23,632 New
PRS
352
Pinkerton Retirement Specialists
Idaho
$615K +$47.7K +1,828 +8%
TFP
353
Tilia Fiduciary Partners
North Carolina
$608K -$412K -15,796 -40%
CAPTRUST Financial Advisors
354
CAPTRUST Financial Advisors
North Carolina
$602K -$333K -12,780 -36%
ASI
355
Advisory Services & Investments
Oregon
$593K -$725K -27,788 -55%
CCM
356
Coldstream Capital Management
Washington
$592K -$146K -5,580 -20%
OIM
357
Oder Investment Management
California
$591K – – –
BFEC
358
Benjamin F. Edwards & Company
Missouri
$588K +$1.04K +40 +0.2%
CA
359
Claro Advisors
Massachusetts
$587K +$587K +22,502 New
GCA
360
Gradient Capital Advisors
California
$585K -$10.1K -388 -2%
GRP
361
Global Retirement Partners
California
$580K -$3.24M -124,148 -85%
RI
362
Rinkey Investments
California
$575K +$88.8K +3,406 +18%
FIM
363
Fruth Investment Management
Texas
$565K – – –
AWM
364
Axxcess Wealth Management
California
$562K -$73.9K -2,834 -12%
CAAS
365
Capital Asset Advisory Services
Michigan
$558K -$73.3K -2,834 -12%
SC
366
Shearwater Capital
Colorado
$555K – – –
VVP
367
Venture Visionary Partners
Ohio
$555K -$7.04M -269,916 -93%
SGI
368
Summit Global Investments
Utah
$552K +$133K +5,086 +32%
JIP
369
Jaffetilchin Investment Partners
Florida
$552K +$313 +12 +0.1%
AGC
370
Aspen Grove Capital
Colorado
$522K +$522K +20,002 New
EWA
371
EverSource Wealth Advisors
Alabama
$507K +$228K +8,890 +82%
SOS
372
Silver Oak Securities
Tennessee
$507K -$1.35M -51,734 -73%
LA
373
Latitude Advisors
Florida
$504K +$57.5K +2,206 +13%
TCM
374
Tran Capital Management
California
$500K -$850K -32,594 -63%
CWS
375
Cypress Wealth Services
California
$500K +$42.9K +1,646 +9%
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