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Schwab US TIPS ETF

654 hedge funds and large institutions have $8.08B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 246 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,185% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $140K

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

13% more funds holding in top 10

Funds holding in top 10: 5259 (+7)

9.44% more ownership

Funds ownership: 136.09%145.52% (+9.4%)

6% more capital invested

Capital invested by funds: $7.61B → $8.08B (+$467M)

1% more funds holding

Funds holding: 646654 (+8)

0% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 245

Holders
654
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
9.45%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
0.85%
New
84
Increased
246
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Cambridge Advisors
Nebraska
$645K -$33.8K -1,306 -5%
PRS
352
Pinkerton Retirement Specialists
Idaho
$638K +$23.8K +922 +4%
Koshinski Asset Management
353
Koshinski Asset Management
Illinois
$621K -$211K -8,170 -25%
WKWM
354
Walter & Keenan Wealth Management
Indiana
$617K -$62K -2,400 -9%
Prudential Financial
355
Prudential Financial
New Jersey
$616K -$25.8K -998 -4%
SWM
356
Spire Wealth Management
Virginia
$616K +$531K +20,542 +654%
HNB
357
Huntington National Bank
Ohio
$614K
PA
358
Prossimo Advisors
California
$598K +$595K +23,000 New
ABC
359
Associated Banc-Corp
Wisconsin
$593K -$146K -5,642 -20%
WAM
360
Walker Asset Management
Missouri
$586K -$62K -2,400 -10%
GCA
361
Gradient Capital Advisors
California
$584K +$776 +30 +0.1%
AWS
362
Atria Wealth Solutions
New York
$581K -$302K -11,690 -34%
CCM
363
Coldstream Capital Management
Washington
$574K -$15.5K -600 -3%
WP
364
WealthPLAN Partners
Nebraska
$567K -$159K -6,164 -22%
OIM
365
Oder Investment Management
California
$565K -$24.1K -932 -4%
FIM
366
Fruth Investment Management
Texas
$564K
ASI
367
Advisory Services & Investments
Oregon
$555K -$36.1K -1,398 -6%
CWS
368
Cypress Wealth Services
California
$554K +$55.3K +2,138 +11%
SC
369
Shearwater Capital
Colorado
$554K
JIP
370
Jaffetilchin Investment Partners
Florida
$551K +$1.09K +42 +0.2%
RI
371
Rinkey Investments
California
$546K -$26.9K -1,042 -5%
TFP
372
Tilia Fiduciary Partners
North Carolina
$542K -$63.8K -2,466 -11%
SAG
373
SageView Advisory Group
California
$536K -$154K -5,962 Closed
AGC
374
Aspen Grove Capital
Colorado
$520K
AAS
375
Ameritas Advisory Services
Nebraska
$510K +$12.9K +500 +3%

SCHP Hedge Fund Activity: Q2 2024 in Review

654 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2024, worth a combined $8.08B — up 6.1% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SCHP positions and 64 closed out — a net gain of 20 holders — while 246 added to existing stakes and 245 trimmed.

The largest buyer was Charles Schwab, adding an estimated $948M. The largest seller was Evoke Wealth, cutting an estimated $137M.

  • 654 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2024, up from 646 in Q1 2024.
  • Funds reported $8.08B of Schwab US TIPS ETF stock for Q2 2024, up 6.1% quarter-over-quarter.
  • 84 funds opened new Schwab US TIPS ETF positions in Q2 2024 and 64 closed out, a net change of +20 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2024 was Charles Schwab, an estimated $948M added.
  • The largest Schwab US TIPS ETF seller in Q2 2024 was Evoke Wealth, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.