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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
Evoke Wealth
California
$136M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$535M
3
QCM
Quadratic Capital Management
Connecticut
$613M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$951M
5
Cerity Partners
Cerity Partners
New York
$210M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
US Bancorp
US Bancorp
Minnesota
$45.9M
3
SLI
Sumitomo Life Insurance
Japan
$4.01M
4
SFC
Strategic Financial Concepts
Texas
$460K
5
HCC
Hirtle Callaghan & Co
Pennsylvania
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
351
Latitude Advisors
Florida
$533K +$16.7K +624 +3%
SAI
352
Savvy Advisors Inc
New York
$516K -$954K -35,588 -65%
WAM
353
Walker Asset Management
Missouri
$515K -$88.5K -3,300 -15%
TCM
354
Tran Capital Management
California
$514K – – –
BCA
355
Bay Colony Advisors
Massachusetts
$510K +$510K +19,006 New
ABC
356
Associated Banc-Corp
Wisconsin
$509K -$103K -3,834 -17%
GM
357
GeoWealth Management
Illinois
$505K -$778K -29,008 -61%
USCWA
358
U.S. Capital Wealth Advisors
Texas
$503K -$1.49M -55,478 -75%
FHB
359
First Hawaiian Bank
Hawaii
$501K – – –
YWM
360
Yoder Wealth Management
California
$493K – – –
VVP
361
Venture Visionary Partners
Ohio
$484K -$38.9K -1,452 -7%
WIA
362
World Investment Advisors
California
$483K -$513K -19,220 -51%
WSFS
363
Wilmington Savings Fund Society
Delaware
$483K +$483K +18,000 New
HNB
364
Huntington National Bank
Ohio
$481K -$614K – –
PAS
365
Park Avenue Securities
New York
$476K +$476K +17,744 New
Corient Private Wealth
366
Corient Private Wealth
Florida
$471K -$884K -32,970 -65%
MWM
367
Mattern Wealth Management
Kansas
$467K – – –
SFC
368
Strategic Financial Concepts
Texas
$460K -$21.9M -817,328 -98%
PCS
369
Private Client Services
Kentucky
$455K +$144K +5,360 +46%
TFP
370
Tilia Fiduciary Partners
North Carolina
$450K -$109K -4,066 -19%
SGI
371
Summit Global Investments
Utah
$448K +$8.2K +306 +2%
ZF
372
Zhang Financial
Michigan
$443K +$13.6K +508 +3%
TDWM
373
Topel & Distasi Wealth Management
California
$442K – – –
PPH
374
Pure Portfolios Holdings
Oregon
$440K +$440K +16,414 New
DWP
375
Destiny Wealth Partners
Florida
$434K – – –
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15
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