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Schwab US TIPS ETF

654 hedge funds and large institutions have $8.08B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 246 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,185% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $140K

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

13% more funds holding in top 10

Funds holding in top 10: 5259 (+7)

9.44% more ownership

Funds ownership: 136.09%145.52% (+9.4%)

6% more capital invested

Capital invested by funds: $7.61B → $8.08B (+$467M)

1% more funds holding

Funds holding: 646654 (+8)

0% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 245

Holders
654
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
9.45%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
0.85%
New
84
Increased
246
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
426
Prospera Financial Services
Texas
$308K +$207 +8 +0.1%
PCS
427
Private Client Services
Kentucky
$302K +$14.9K +578 +5%
QWM
428
Quadcap Wealth Management
Texas
$299K +$297K +11,484 New
CFAM
429
Center For Asset Management
Florida
$298K +$296K +11,464 New
LFG
430
Larson Financial Group
Missouri
$296K +$129K +4,990 +78%
CCG
431
Coastwise Capital Group
California
$293K +$3.21K +124 +1%
LIA
432
Lynx Investment Advisory
District of Columbia
$293K +$291K +11,252 New
OWA
433
Octavia Wealth Advisors
Ohio
$293K +$52 +2 +0%
RAM
434
Resona Asset Management
Japan
$287K +$46.5K +1,800 +20%
GFS
435
GYL Financial Synergies
Connecticut
$286K +$672 +26 +0.2%
AC
436
Addison Capital
Pennsylvania
$281K -$27.9K -1,078 -9%
EFS
437
Econ Financial Services
Pennsylvania
$281K +$620 +24 +0.2%
GSCM
438
Greenfield Seitz Capital Management
Texas
$281K
PFA
439
Petra Financial Advisors
Colorado
$279K -$8.74K -338 -3%
TA
440
TPG Advisors
Illinois
$277K +$275K +10,652 New
CAAM
441
Cornerstone Advisors Asset Management
Pennsylvania
$275K -$11.2K -434 -4%
TC
442
TownSquare Capital
Utah
$275K -$119K -4,604 -30%
CIA
443
Capital Investment Advisors
Georgia
$272K -$16.9K -654 -6%
C
444
Covestor
United Kingdom
$272K +$17.4K +672 +7%
KFG
445
Kingdom Financial Group
Arizona
$269K -$224K -8,666 -46%
LCM
446
Liberty Capital Management
Michigan
$268K +$8.48K +328 +3%
Vontobel Holding
447
Vontobel Holding
Switzerland
$266K +$264K +10,220 New
JHCP
448
Jackson Hole Capital Partners
Oklahoma
$265K
FIM
449
Freedom Investment Management
Connecticut
$265K +$263K +10,178 New
MWM
450
Modern Wealth Management
Kansas
$264K +$263K +10,164 New

SCHP Hedge Fund Activity: Q2 2024 in Review

654 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2024, worth a combined $8.08B — up 6.1% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SCHP positions and 64 closed out — a net gain of 20 holders — while 246 added to existing stakes and 245 trimmed.

The largest buyer was Charles Schwab, adding an estimated $948M. The largest seller was Evoke Wealth, cutting an estimated $137M.

  • 654 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2024, up from 646 in Q1 2024.
  • Funds reported $8.08B of Schwab US TIPS ETF stock for Q2 2024, up 6.1% quarter-over-quarter.
  • 84 funds opened new Schwab US TIPS ETF positions in Q2 2024 and 64 closed out, a net change of +20 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2024 was Charles Schwab, an estimated $948M added.
  • The largest Schwab US TIPS ETF seller in Q2 2024 was Evoke Wealth, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.