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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 %
MIAS
401
Mason Investment Advisory Services
Virginia
$393K +$3.64K +140 +0.9%
OP
402
ORG Partners
Indiana
$387K +$387K +15,012 New
CA
403
Continuum Advisory
Idaho
$385K -$15.8K -606 -4%
AWE
404
Avidian Wealth Enterprises
Texas
$385K +$41.5K +1,594 +12%
BC
405
Barrett & Company
Rhode Island
$382K – – –
SP
406
Stonebrook Private
Michigan
$381K -$292K -11,214 -43%
IPA
407
Investment Planning Advisors
Georgia
$370K +$370K +14,236 New
IAN
408
Integrated Advisors Network
Texas
$367K -$7.13K -274 -2%
WG
409
Wealth Group
North Carolina
$346K +$72.9K +2,804 +27%
MGIA
410
Moneta Group Investment Advisors
Missouri
$346K +$72.2K +2,776 +26%
TPCW
411
TD Private Client Wealth
New York
$345K +$9K +346 +3%
HR
412
Hardy Reed
Mississippi
$343K -$143K -5,506 -29%
DPIM
413
Duff & Phelps Investment Management
Illinois
$343K – – –
FWI
414
Facet Wealth Inc
Maryland
$335K +$335K +12,800 New
FFA
415
Farther Finance Advisors
California
$334K -$74.9K -2,906 -18%
CFA
416
CWS Financial Advisors
Michigan
$332K -$56.1K -2,156 -14%
Neuberger Berman Group
417
Neuberger Berman Group
New York
$331K +$331K +12,712 New
CAM
418
Cresset Asset Management
Illinois
$330K +$110K +4,236 +50%
QC
419
Quadrature Capital
United Kingdom
$315K +$315K +12,100 New
Janney Montgomery Scott
420
Janney Montgomery Scott
Pennsylvania
$313K -$67.6K -2,598 -18%
PWMG
421
Pinnacle Wealth Management Group
Michigan
$312K – – –
MA
422
MONECO Advisors
Connecticut
$310K -$59.1K -2,272 -16%
CNBT
423
Canandaigua National Bank & Trust
New York
$310K +$310K +11,932 New
PFS
424
Prospera Financial Services
Texas
$308K +$208 +8 +0.1%
PCS
425
Private Client Services
Kentucky
$302K +$15K +578 +5%
15 16
17
18 19