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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
1
Evoke Wealth
California
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$535M
3
QCM
3
Quadratic Capital Management
Connecticut
$613M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$951M
5
Cerity Partners
5
Cerity Partners
New York
$210M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
US Bancorp
2
US Bancorp
Minnesota
$45.9M
3
SLI
3
Sumitomo Life Insurance
Japan
$4.01M
4
SFC
4
Strategic Financial Concepts
Texas
$460K
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
376
Sheets Smith Wealth Management
North Carolina
$430K -$8.53K -318 -2%
OP
377
ORG Partners
Indiana
$429K +$26.5K +988 +7%
CA
378
Continuum Advisory
Idaho
$428K +$235K +18,032 +122%
BEI
379
Benjamin Edwards Inc
Missouri
$424K +$424K +15,804 New
EH
380
Equitable Holdings
New York
$423K -$487K -18,174 -54%
FFA
381
Farther Finance Advisors
California
$411K +$63.5K +2,368 +18%
C1AG
382
Client 1st Advisory Group
Florida
$410K -$93.1K -3,472 -19%
WOSD
383
WFA of San Diego
California
$409K -$6.97K -260 -2%
MIAS
384
Mason Investment Advisory Services
Virginia
$406K +$804 +30 +0.2%
CIBC Private Wealth Group
385
CIBC Private Wealth Group
Georgia
$403K +$226K +8,432 +127%
WWM
386
WT Wealth Management
Arizona
$398K -$205K -15,456 -34%
BC
387
Barrett & Company
Rhode Island
$394K – – –
P
388
&Partners
Tennessee
$389K -$781K -29,328 -67%
WG
389
Wealth Group
North Carolina
$382K +$25.7K +960 +7%
William Blair & Company
390
William Blair & Company
Illinois
$380K -$300K -11,172 -44%
IAN
391
Integrated Advisors Network
Texas
$379K +$107 +4 +0%
MLM
392
Mount Lucas Management
Pennsylvania
$376K +$15.6K +1,164 +4%
CFAM
393
Center For Asset Management
Florida
$376K +$222K +16,564 +144%
AAS
394
Ameritas Advisory Services
Nebraska
$372K -$154K -5,756 -29%
IPA
395
Investment Planning Advisors
Georgia
$370K – – –
AWE
396
Avidian Wealth Enterprises
Texas
$361K -$35.5K -1,324 -9%
BJL
397
Brighton Jones LLC
Washington
$361K -$120K -4,460 -25%
TPCW
398
TD Private Client Wealth
New York
$360K +$3.7K +138 +1%
PIWA
399
Prevail Innovative Wealth Advisors
Kansas
$360K +$360K +13,412 New
BCM
400
Brookstone Capital Management
Illinois
$354K +$102K +3,792 +40%
14 15
16
17 18