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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 %
AAS
376
Ameritas Advisory Services
Nebraska
$506K +$148K +5,727 +41%
CFG
377
Chapman Financial Group
Hawaii
$505K +$505K +19,567 New
PIWA
378
Prevail Innovative Wealth Advisors
Kansas
$505K +$158K +6,131 +46%
USCWA
379
U.S. Capital Wealth Advisors
Texas
$504K +$20.3K +786 +4%
FHC
380
First Heartland Consultants
Missouri
$496K -$275K -10,642 -36%
TCM
381
Tran Capital Management
California
$495K – – –
BCA
382
Bay Colony Advisors
Massachusetts
$494K +$3.44K +133 +0.7%
Corient Private Wealth
383
Corient Private Wealth
Florida
$490K +$36.1K +1,398 +8%
ABC
384
Associated Banc-Corp
Wisconsin
$484K -$6.1K -236 -1%
FHB
385
First Hawaiian Bank
Hawaii
$483K – – –
YWM
386
Yoder Wealth Management
California
$475K – – –
AF
387
Allworth Financial
California
$466K +$365K +14,070 +360%
VVP
388
Venture Visionary Partners
Ohio
$466K -$439 -17 -0.1%
WSFS
389
Wilmington Savings Fund Society
Delaware
$465K – – –
CCC
390
Compass Capital Corp
Massachusetts
$457K +$457K +17,698 New
FIM
391
Fruth Investment Management
Texas
$457K -$103K -4,000 -18%
SFC
392
Strategic Financial Concepts
Texas
$455K +$11.6K +448 +3%
MCM
393
Mengis Capital Management
Oregon
$454K -$831K -32,164 -65%
MWM
394
Mattern Wealth Management
Kansas
$450K – – –
BCM
395
Brookstone Capital Management
Illinois
$446K +$104K +4,042 +31%
HF
396
HRT Financial
New York
$442K +$442K +17,150 New
PPH
397
Pure Portfolios Holdings
Oregon
$434K +$10.3K +397 +2%
LNWTC
398
Laird Norton Wetherby Trust Company
Washington
$431K +$431K +16,701 New
FFA
399
Farther Finance Advisors
California
$429K +$33.4K +1,294 +8%
TDWM
400
Topel & Distasi Wealth Management
California
$425K – – –
14 15
16
17 18