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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 %
RWI
426
Red Wave Investments
Pennsylvania
$309K -$15K -576 -5%
SEIA
427
Signature Estate & Investment Advisors
California
$304K +$304K +11,650 New
CW
428
Connectus Wealth
Ohio
$302K – – –
AAM
429
Advisors Asset Management
Colorado
$296K -$73.5K -2,820 -20%
OWA
430
Octavia Wealth Advisors
Ohio
$293K -$265K -10,170 -47%
CCG
431
Coastwise Capital Group
California
$290K – – –
UCFA
432
United Capital Financial Advisors
Texas
$290K -$287K -11,006 -50%
CIA
433
Capital Investment Advisors
Georgia
$290K -$1.04K -40 -0.4%
PFA
434
Petra Financial Advisors
Colorado
$289K – – –
Invesco
435
Invesco
Georgia
$288K -$93K -3,566 -24%
CFGS
436
Concourse Financial Group Securities
Alabama
$288K -$326K -12,490 -53%
PCS
437
Private Client Services
Kentucky
$288K +$58.3K +2,234 +25%
CAAM
438
Cornerstone Advisors Asset Management
Pennsylvania
$287K -$81K -3,106 -22%
GFS
439
GYL Financial Synergies
Connecticut
$286K +$8.09K +310 +3%
AAS
440
Asset Allocation Strategies
Michigan
$283K +$283K +10,862 New
EFS
441
Econ Financial Services
Pennsylvania
$281K +$281K +10,786 New
HT
442
Headlands Technologies
Illinois
$279K +$201K +7,724 +259%
GWM
443
Gray Wealth Management
Maine
$278K -$12.6K -482 -4%
MGIA
444
Moneta Group Investment Advisors
Missouri
$275K -$60K -2,302 -18%
WG
445
Wealth Group
North Carolina
$274K +$274K +10,500 New
ICG
446
InterOcean Capital Group
Tennessee
$272K -$69.1K -2,648 -20%
IW
447
Imprint Wealth
South Carolina
$271K +$271K +10,480 New
SS
448
Sound Stewardship
Kansas
$268K -$24.2K -928 -8%
TW
449
Traveka Wealth
California
$267K +$267K +10,236 New
JHCP
450
Jackson Hole Capital Partners
Oklahoma
$266K – – –
16 17
18
19 20