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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 %
BEI
426
Benjamin Edwards Inc
Missouri
$353K -$55.2K -2,137 -14%
SAM
427
Smartleaf Asset Management
Massachusetts
$353K +$67.1K +2,599 +24%
CFAM
428
Center For Asset Management
Florida
$353K -$371K -14,378 -51%
William Blair & Company
429
William Blair & Company
Illinois
$347K -$19.3K -746 -5%
IA
430
Inspire Advisors
Idaho
$347K +$347K +13,421 New
SIA
431
SGL Investment Advisors
Montana
$346K -$344K -13,166 -50%
VCP
432
Vista Capital Partners
Oregon
$346K +$132K +5,122 +62%
Janney Montgomery Scott
433
Janney Montgomery Scott
Pennsylvania
$345K +$34K +1,317 +11%
PAS
434
Park Avenue Securities
New York
$343K -$116K -4,477 -25%
CA
435
Continuum Advisory
Idaho
$336K -$512K -19,808 -60%
WIA
436
World Investment Advisors
California
$331K -$136K -5,281 -29%
FHA
437
Flagship Harbor Advisors
Massachusetts
$328K -$7.59K -294 -2%
EFG
438
Elios Financial Group
Ohio
$328K +$28.7K +1,111 +10%
CCG
439
Coastwise Capital Group
California
$322K +$9.71K +376 +3%
SWM
440
Spire Wealth Management
Virginia
$321K -$18.7K -724 -5%
AWA
441
Arkadios Wealth Advisors
Georgia
$320K -$355K -13,753 -53%
Jones Financial Companies
442
Jones Financial Companies
Missouri
$318K +$48.9K +1,893 +18%
CNBT
443
Canandaigua National Bank & Trust
New York
$316K +$7.75K +300 +3%
PFA
444
Petra Financial Advisors
Colorado
$311K +$19.9K +772 +7%
Northern Trust
445
Northern Trust
Illinois
$308K +$308K +11,934 New
C
446
Covestor
United Kingdom
$307K +$16.8K +653 +6%
LA
447
LVW Advisors
New York
$305K -$1.44M -55,734 -82%
LA
448
Lifeworks Advisors
Michigan
$302K +$302K +11,694 New
RAM
449
Resona Asset Management
Japan
$301K +$147K +5,700 +95%
CA
450
CWC Advisors
Oregon
$292K -$10.6K -411 -4%
16 17
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