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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 %
CAL
376
Capital Analysts LLC
Pennsylvania
$504K +$472K +18,158 +1,486%
LA
377
Latitude Advisors
Florida
$500K -$1.72K -66 -0.3%
TCM
378
Tran Capital Management
California
$498K – – –
C1AG
379
Client 1st Advisory Group
Florida
$488K -$133K -5,132 -21%
FHB
380
First Hawaiian Bank
Hawaii
$486K – – –
BFEC
381
Benjamin F. Edwards & Company
Missouri
$481K -$105K -4,040 -18%
YWM
382
Yoder Wealth Management
California
$478K – – –
BJL
383
Brighton Jones LLC
Washington
$466K +$65.7K +2,528 +16%
MWM
384
Mattern Wealth Management
Kansas
$453K +$520 +20 +0.1%
AAS
385
Asset Allocation Strategies
Michigan
$441K +$159K +6,124 +56%
CAM
386
Cobblestone Asset Management
Virginia
$434K -$13.6K -522 -3%
TDWM
387
Topel & Distasi Wealth Management
California
$428K – – –
AWM
388
Avaii Wealth Management
Wisconsin
$428K +$5.72K +220 +1%
SGI
389
Summit Global Investments
Utah
$427K -$124K -4,750 -22%
SSWM
390
Sheets Smith Wealth Management
North Carolina
$426K – – –
DWP
391
Destiny Wealth Partners
Florida
$421K – – –
BS
392
Banco Santander
Spain
$420K +$420K +16,160 New
ZF
393
Zhang Financial
Michigan
$417K +$3.33K +128 +0.8%
EW
394
Evoke Wealth
California
$416K -$138M -5,291,120 -100%
AWM
395
Axxcess Wealth Management
California
$411K -$149K -5,740 -27%
CAAS
396
Capital Asset Advisory Services
Michigan
$411K -$149K -5,740 -27%
WOSD
397
WFA of San Diego
California
$404K +$404K +15,518 New
AAG
398
Armstrong Advisory Group
Massachusetts
$404K +$404K +15,516 New
MSFS
399
Main Street Financial Solutions
Pennsylvania
$403K -$7.75K -298 -2%
GC
400
Gratus Capital
Georgia
$399K +$149K +5,738 +60%
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