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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 %
MIAS
401
Mason Investment Advisory Services
Virginia
$391K – – –
CFA
402
CWS Financial Advisors
Michigan
$390K -$294K -11,272 -43%
VFPW
403
Vantage Financial Partners (Wisconsin)
Wisconsin
$386K -$5.79K -222 -1%
DP
404
Denver PWM
Colorado
$385K -$2.8K -108 -0.7%
BC
405
Barrett & Company
Rhode Island
$383K – – –
Janney Montgomery Scott
406
Janney Montgomery Scott
Pennsylvania
$382K -$969K -37,104 -72%
HWM
407
HB Wealth Management
Georgia
$378K +$171K +6,566 +83%
IAN
408
Integrated Advisors Network
Texas
$375K -$1.83K -70 -0.5%
MA
409
MONECO Advisors
Connecticut
$370K -$13.4K -514 -3%
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$364K +$364K +13,964 +349,100%
PA
411
Prism Advisors
California
$360K +$22.8K +876 +7%
MFG
412
Merit Financial Group
Georgia
$354K +$354K +13,742 New
MAWAG
413
Mid-American Wealth Advisory Group
Missouri
$346K -$134K -5,132 -28%
DPIM
414
Duff & Phelps Investment Management
Illinois
$344K – – –
AWE
415
Avidian Wealth Enterprises
Texas
$344K -$10.7M -411,116 -97%
ONB
416
Old National Bancorp
Indiana
$344K – – –
CA
417
CoreCap Advisors
Michigan
$341K +$126K +4,816 +58%
PI
418
PFG Investments
New York
$339K +$339K +12,980 New
TPCW
419
TD Private Client Wealth
New York
$337K +$5.84K +224 +2%
FHA
420
Flagship Harbor Advisors
Massachusetts
$336K – – –
AWM
421
Aprio Wealth Management
Georgia
$329K -$730 -28 -0.2%
IAA
422
Independent Advisor Alliance
North Carolina
$321K -$17.9K -688 -5%
PWMG
423
Pinnacle Wealth Management Group
Michigan
$313K – – –
AC
424
Addison Capital
Pennsylvania
$310K -$52 -2 -0%
PFS
425
Prospera Financial Services
Texas
$309K – – –
15 16
17
18 19