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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 %
MMCM
351
Murphy & Mullick Capital Management
New York
$596K +$596K +23,088 New
PA
352
Prossimo Advisors
California
$594K – – –
SB
353
Strategic Blueprint
Georgia
$589K -$282K -10,908 -32%
CFGS
354
Concourse Financial Group Securities
Alabama
$585K +$8.15K +314 +1%
GCA
355
Gradient Capital Advisors
California
$580K – – –
GWM
356
Gray Wealth Management
Maine
$574K +$254K +9,823 +79%
EWA
357
EverSource Wealth Advisors
Alabama
$572K -$104K -4,034 -15%
SAG
358
SageView Advisory Group
California
$572K -$15.9K -615 -3%
SAM
359
SignalPoint Asset Management
Missouri
$569K -$97.2K -3,763 -15%
OIM
360
Oder Investment Management
California
$555K -$49.6K -1,922 -8%
CCM
361
Coldstream Capital Management
Washington
$554K – – –
WIM
362
WealthPlan Investment Management
Nebraska
$553K +$553K +21,407 New
SC
363
Shearwater Capital
Colorado
$550K -$103 -4 -0%
AWM
364
Accredited Wealth Management
Kentucky
$548K +$548K +21,212 New
RI
365
Rinkey Investments
California
$544K – – –
BJL
366
Brighton Jones LLC
Washington
$541K +$193K +7,488 +56%
GRP
367
Global Retirement Partners
California
$538K -$517K -20,009 -49%
RFP
368
Root Financial Partners
California
$531K +$531K +20,553 New
SF
369
SageOak Financial
Oklahoma
$530K +$530K +20,529 New
AIM
370
Advyzon Investment Management
Illinois
$529K +$529K +20,487 New
HBS
371
Howard Bailey Securities
Indiana
$528K +$254K +9,833 +93%
KWA
372
Kondo Wealth Advisors
California
$517K +$517K +20,011 New
AGC
373
Aspen Grove Capital
Colorado
$517K – – –
AWM
374
Apollon Wealth Management
South Carolina
$509K -$218K -8,455 -30%
LA
375
Latitude Advisors
Florida
$507K -$6.48K -251 -1%
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