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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 %
HBS
426
Howard Bailey Securities
Indiana
$285K +$285K +10,610 New
CFA
427
CWS Financial Advisors
Michigan
$283K -$59.5K -2,220 -17%
Jones Financial Companies
428
Jones Financial Companies
Missouri
$279K +$227K +8,444 +430%
TA
429
TPG Advisors
Illinois
$277K -$8.58K -320 -3%
LCM
430
Liberty Capital Management
Michigan
$277K – – –
MWM
431
Modern Wealth Management
Kansas
$275K +$2.74K +102 +1%
SS
432
Sound Stewardship
Kansas
$275K +$275K +10,240 New
Vontobel Holding
433
Vontobel Holding
Switzerland
$274K – – –
JHCP
434
Jackson Hole Capital Partners
Oklahoma
$273K – – –
SW
435
Simplicity Wealth
New Jersey
$269K +$16.8K +628 +7%
VM
436
VPR Management
Texas
$268K – – –
PFBT
437
Parkside Financial Bank & Trust
Missouri
$268K – – –
HCP
438
Hardin Capital Partners
South Carolina
$268K – – –
AWM
439
Axxcess Wealth Management
California
$267K -$158K -5,876 -37%
QWM
440
Quadcap Wealth Management
Texas
$255K -$52.6K -1,962 -17%
MSFS
441
Main Street Financial Solutions
Pennsylvania
$255K -$161K -6,006 -39%
CWA
442
Clearview Wealth Advisors
Oregon
$251K +$37.9K +1,412 +18%
AIM
443
Alhambra Investment Management
Florida
$249K – – –
CWS
444
Cypress Wealth Services
California
$247K -$324K -12,076 -57%
CAAS
445
Capital Asset Advisory Services
Michigan
$243K -$177K -6,676 -42%
RWI
446
Red Wave Investments
Pennsylvania
$240K – – –
MGIA
447
Moneta Group Investment Advisors
Missouri
$237K +$58.2K +4,342 +33%
PWMG
448
Pinnacle Wealth Management Group
Michigan
$236K -$85.8K -3,200 -27%
BRWA
449
B. Riley Wealth Advisors
Florida
$236K +$18.9K +706 +9%
KFG
450
Kingdom Financial Group
Arizona
$234K -$43.4K -1,618 -16%
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