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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 %
HR
401
Hardy Reed
Mississippi
$354K – – –
DPIM
402
Duff & Phelps Investment Management
Illinois
$354K – – –
SWM
403
Spire Wealth Management
Virginia
$353K -$282K -10,516 -44%
FHA
404
Flagship Harbor Advisors
Massachusetts
$349K +$349K +13,010 New
SIA
405
SGL Investment Advisors
Montana
$345K +$345K +26,428 New
LIA
406
Lynx Investment Advisory
District of Columbia
$344K +$41.9K +1,564 +14%
GWM
407
Gray Wealth Management
Maine
$332K +$72.1K +2,690 +28%
AWP
408
Atlas Wealth Partners
Pennsylvania
$330K +$330K +12,314 New
SA
409
Stewardship Advisors
Pennsylvania
$325K +$325K +12,114 New
CCG
410
Coastwise Capital Group
California
$324K +$21.9K +816 +7%
Janney Montgomery Scott
411
Janney Montgomery Scott
Pennsylvania
$323K +$268 +10 +0.1%
KCPG
412
Kavar Capital Partners Group
Kansas
$323K +$323K +12,034 New
CNBT
413
Canandaigua National Bank & Trust
New York
$320K +$536 +20 +0.2%
CA
414
CWC Advisors
Oregon
$314K +$314K +11,722 New
EFG
415
Elios Financial Group
Ohio
$310K +$310K +11,574 New
CA
416
CoreCap Advisors
Michigan
$304K +$304K +11,324 New
C
417
Covestor
United Kingdom
$302K +$20.8K +776 +7%
PFA
418
Petra Financial Advisors
Colorado
$302K +$14.4K +538 +5%
FI
419
FWG Investments
Kentucky
$301K +$34.3K +1,278 +13%
AAG
420
Armstrong Advisory Group
Massachusetts
$300K -$116K -4,340 -28%
OWA
421
Octavia Wealth Advisors
Ohio
$299K -$3.11K -116 -1%
SAM
422
Smartleaf Asset Management
Massachusetts
$297K +$45.6K +1,700 +18%
MFG
423
Merit Financial Group
Georgia
$296K +$38.2K +1,426 +15%
AC
424
Addison Capital
Pennsylvania
$287K -$3.22K -120 -1%
CAAM
425
Cornerstone Advisors Asset Management
Pennsylvania
$285K +$1.5K +56 +0.5%
15 16
17
18 19