SCHP icon

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 %
SGI
401
Summit Global Investments
Utah
$422K -$9.74K -377 -2%
OP
402
ORG Partners
Indiana
$422K +$8.5K +329 +2%
KFG
403
Kingdom Financial Group
Arizona
$422K +$196K +7,585 +87%
DWP
404
Destiny Wealth Partners
Florida
$418K – – –
SSWM
405
Sheets Smith Wealth Management
North Carolina
$415K – – –
TFP
406
Tilia Fiduciary Partners
North Carolina
$414K -$19.6K -759 -5%
EH
407
Equitable Holdings
New York
$407K -$336 -13 -0.1%
SA
408
Stewardship Advisors
Pennsylvania
$405K +$91.7K +3,550 +29%
WWM
409
WT Wealth Management
Arizona
$397K -$378K -14,644 -49%
CAPTRUST Financial Advisors
410
CAPTRUST Financial Advisors
North Carolina
$395K -$250K -9,670 -39%
ZF
411
Zhang Financial
Michigan
$395K -$32.4K -1,254 -8%
MIAS
412
Mason Investment Advisory Services
Virginia
$392K +$620 +24 +0.2%
UAG
413
United Advisor Group
Ohio
$380K +$380K +14,721 New
BC
414
Barrett & Company
Rhode Island
$380K – – –
IAN
415
Integrated Advisors Network
Texas
$378K +$13.3K +515 +4%
IAA
416
Independent Advisor Alliance
North Carolina
$376K +$376K +14,568 New
VI
417
VanderPol Investments
Michigan
$374K +$374K +14,483 New
PCS
418
Private Client Services
Kentucky
$372K -$66K -2,554 -15%
GFP
419
Guardian Financial Partners
California
$366K +$140K +5,426 +62%
FI
420
FWG Investments
Kentucky
$361K +$70.5K +2,729 +24%
LIA
421
Lynx Investment Advisory
District of Columbia
$359K +$28.2K +1,092 +9%
HNB
422
Huntington National Bank
Ohio
$357K -$481K – –
JIP
423
Jaffetilchin Investment Partners
Florida
$357K -$193K -7,467 -35%
TPCW
424
TD Private Client Wealth
New York
$356K +$9.97K +386 +3%
WG
425
Wealth Group
North Carolina
$355K -$13.1K -509 -4%
15 16
17
18 19