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Schwab US TIPS ETF

654 hedge funds and large institutions have $8.08B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 246 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,185% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $140K

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

13% more funds holding in top 10

Funds holding in top 10: 5259 (+7)

9.44% more ownership

Funds ownership: 136.09%145.52% (+9.4%)

6% more capital invested

Capital invested by funds: $7.61B → $8.08B (+$467M)

1% more funds holding

Funds holding: 646654 (+8)

0% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 245

Holders
654
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
9.45%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
0.85%
New
84
Increased
246
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
376
Venture Visionary Partners
Ohio
$508K -$45.5K -1,760 -8%
CAL
377
Capital Analysts LLC
Pennsylvania
$504K +$469K +18,158 +1,486%
LA
378
Latitude Advisors
Florida
$500K -$1.71K -66 -0.3%
TCM
379
Tran Capital Management
California
$498K
C1AG
380
Client 1st Advisory Group
Florida
$488K -$133K -5,132 -21%
FHB
381
First Hawaiian Bank
Hawaii
$486K
BFEC
382
Benjamin F. Edwards & Company
Missouri
$481K -$104K -4,040 -18%
YWM
383
Yoder Wealth Management
California
$478K
BJL
384
Brighton Jones LLC
Washington
$466K +$65.4K +2,528 +16%
MWM
385
Mattern Wealth Management
Kansas
$453K +$517 +20 +0.1%
AAS
386
Asset Allocation Strategies
Michigan
$441K +$158K +6,124 +56%
CAM
387
Cobblestone Asset Management
Virginia
$434K -$13.5K -522 -3%
TDWM
388
Topel & Distasi Wealth Management
California
$428K
AWM
389
Avaii Wealth Management
Wisconsin
$428K +$5.69K +220 +1%
SGI
390
Summit Global Investments
Utah
$427K -$123K -4,750 -22%
SSWM
391
Sheets Smith Wealth Management
North Carolina
$426K
DWP
392
Destiny Wealth Partners
Florida
$421K
BS
393
Banco Santander
Spain
$420K +$418K +16,160 New
ZF
394
Zhang Financial
Michigan
$417K +$3.31K +128 +0.8%
EW
395
Evoke Wealth
California
$416K -$137M -5,291,120 -100%
AWM
396
Axxcess Wealth Management
California
$411K -$148K -5,740 -27%
CAAS
397
Capital Asset Advisory Services
Michigan
$411K -$148K -5,740 -27%
WOSD
398
WFA of San Diego
California
$404K +$401K +15,518 New
AAG
399
Armstrong Advisory Group
Massachusetts
$404K +$401K +15,516 New
MSFS
400
Main Street Financial Solutions
Pennsylvania
$403K -$7.7K -298 -2%

SCHP Hedge Fund Activity: Q2 2024 in Review

654 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2024, worth a combined $8.08B — up 6.1% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SCHP positions and 64 closed out — a net gain of 20 holders — while 246 added to existing stakes and 245 trimmed.

The largest buyer was Charles Schwab, adding an estimated $948M. The largest seller was Evoke Wealth, cutting an estimated $137M.

  • 654 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2024, up from 646 in Q1 2024.
  • Funds reported $8.08B of Schwab US TIPS ETF stock for Q2 2024, up 6.1% quarter-over-quarter.
  • 84 funds opened new Schwab US TIPS ETF positions in Q2 2024 and 64 closed out, a net change of +20 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2024 was Charles Schwab, an estimated $948M added.
  • The largest Schwab US TIPS ETF seller in Q2 2024 was Evoke Wealth, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.