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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 %
QWM
426
Quadcap Wealth Management
Texas
$299K +$299K +11,484 New
CFAM
427
Center For Asset Management
Florida
$298K +$298K +11,464 New
LFG
428
Larson Financial Group
Missouri
$296K +$130K +4,990 +78%
CCG
429
Coastwise Capital Group
California
$293K +$3.23K +124 +1%
LIA
430
Lynx Investment Advisory
District of Columbia
$293K +$293K +11,252 New
OWA
431
Octavia Wealth Advisors
Ohio
$293K +$52 +2 +0%
RAM
432
Resona Asset Management
Japan
$287K +$47K +1,800 +20%
GFS
433
GYL Financial Synergies
Connecticut
$286K +$676 +26 +0.2%
AC
434
Addison Capital
Pennsylvania
$281K -$28K -1,078 -9%
EFS
435
Econ Financial Services
Pennsylvania
$281K +$624 +24 +0.2%
PFA
436
Petra Financial Advisors
Colorado
$279K -$8.79K -338 -3%
TA
437
TPG Advisors
Illinois
$277K +$277K +10,652 New
CAAM
438
Cornerstone Advisors Asset Management
Pennsylvania
$275K -$11.3K -434 -4%
TC
439
TownSquare Capital
Utah
$275K -$120K -4,604 -30%
CIA
440
Capital Investment Advisors
Georgia
$272K -$17K -654 -6%
C
441
Covestor
United Kingdom
$272K +$17.5K +672 +7%
KFG
442
Kingdom Financial Group
Arizona
$269K -$225K -8,666 -46%
LCM
443
Liberty Capital Management
Michigan
$268K +$8.53K +328 +3%
Vontobel Holding
444
Vontobel Holding
Switzerland
$266K +$266K +10,220 New
JHCP
445
Jackson Hole Capital Partners
Oklahoma
$265K – – –
FIM
446
Freedom Investment Management
Connecticut
$265K +$265K +10,178 New
MWM
447
Modern Wealth Management
Kansas
$264K +$264K +10,164 New
HCP
448
Hardin Capital Partners
South Carolina
$262K +$262K +10,068 New
PFBT
449
Parkside Financial Bank & Trust
Missouri
$260K – – –
VM
450
VPR Management
Texas
$260K – – –
16 17
18
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