SCHP icon

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 %
KFG
376
Kingdom Financial Group
Arizona
$496K +$496K +19,022 New
AAS
377
Ameritas Advisory Services
Nebraska
$496K +$99.5K +3,838 +25%
HR
378
Hardy Reed
Mississippi
$488K +$126K +4,818 +35%
PS
379
Portfolio Strategies
New York
$488K +$488K +18,712 New
FHB
380
First Hawaiian Bank
Hawaii
$487K – – –
YWM
381
Yoder Wealth Management
California
$480K – – –
CAM
382
Cubic Asset Management
Massachusetts
$469K -$1.88K -72 -0.4%
SW
383
Simplicity Wealth
New Jersey
$463K +$463K +17,752 New
MWM
384
Mattern Wealth Management
Kansas
$454K -$318K -12,200 -41%
CAM
385
Cobblestone Asset Management
Virginia
$449K +$33.3K +1,276 +8%
Citadel Advisors
386
Citadel Advisors
Florida
$444K +$439K +16,824 +8,672%
PBF
387
Petix & Botte Financial
California
$436K +$436K +16,724 New
TDWM
388
Topel & Distasi Wealth Management
California
$429K +$218K +8,354 +103%
SSWM
389
Sheets Smith Wealth Management
North Carolina
$427K -$59.3K -2,272 -12%
AWM
390
Avaii Wealth Management
Wisconsin
$423K -$10.7K -410 -2%
DWP
391
Destiny Wealth Partners
Florida
$422K – – –
ZF
392
Zhang Financial
Michigan
$415K +$415K +15,900 New
MSFS
393
Main Street Financial Solutions
Pennsylvania
$412K +$32.1K +1,230 +8%
BFG
394
Berger Financial Group
Minnesota
$412K +$178K +6,838 +76%
FFA
395
Farther Finance Advisors
California
$410K -$100K -3,874 -20%
BJL
396
Brighton Jones LLC
Washington
$401K -$5.22K -200 -1%
SFC
397
Strategic Financial Concepts
Texas
$398K +$398K +15,268 New
CA
398
Continuum Advisory
Idaho
$398K -$50.7K -1,962 -11%
TC
399
TownSquare Capital
Utah
$395K +$395K +15,160 New
KFP
400
KMG Fiduciary Partners
Ohio
$393K – – –
14 15
16
17 18