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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 %
PRS
351
Pinkerton Retirement Specialists
Idaho
$638K +$24K +922 +4%
Koshinski Asset Management
352
Koshinski Asset Management
Illinois
$621K -$212K -8,170 -25%
WKWM
353
Walter & Keenan Wealth Management
Indiana
$617K -$62.4K -2,400 -9%
Prudential Financial
354
Prudential Financial
New Jersey
$616K -$26K -998 -4%
SWM
355
Spire Wealth Management
Virginia
$616K +$534K +20,542 +654%
HNB
356
Huntington National Bank
Ohio
$614K -$618K – –
PA
357
Prossimo Advisors
California
$598K +$598K +23,000 New
ABC
358
Associated Banc-Corp
Wisconsin
$593K -$147K -5,642 -20%
WAM
359
Walker Asset Management
Missouri
$586K -$62.4K -2,400 -10%
GCA
360
Gradient Capital Advisors
California
$584K +$780 +30 +0.1%
AWS
361
Atria Wealth Solutions
New York
$581K -$304K -11,690 -34%
CCM
362
Coldstream Capital Management
Washington
$574K -$15.6K -600 -3%
WP
363
WealthPLAN Partners
Nebraska
$567K -$160K -6,164 -22%
OIM
364
Oder Investment Management
California
$565K -$24.2K -932 -4%
FIM
365
Fruth Investment Management
Texas
$564K – – –
ASI
366
Advisory Services & Investments
Oregon
$555K -$36.4K -1,398 -6%
CWS
367
Cypress Wealth Services
California
$554K +$55.6K +2,138 +11%
SC
368
Shearwater Capital
Colorado
$554K – – –
JIP
369
Jaffetilchin Investment Partners
Florida
$551K +$1.09K +42 +0.2%
RI
370
Rinkey Investments
California
$546K -$27.1K -1,042 -5%
TFP
371
Tilia Fiduciary Partners
North Carolina
$542K -$64.1K -2,466 -11%
SAG
372
SageView Advisory Group
California
$536K -$233K -5,962 Closed
AGC
373
Aspen Grove Capital
Colorado
$520K – – –
AAS
374
Ameritas Advisory Services
Nebraska
$510K +$13K +500 +3%
VVP
375
Venture Visionary Partners
Ohio
$508K -$45.8K -1,760 -8%
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15
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