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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 %
FI
451
FWG Investments
Kentucky
$264K +$264K +10,122 New
VCP
452
Vista Capital Partners
Oregon
$261K -$4.9K -188 -2%
BWM
453
Buska Wealth Management
Wisconsin
$261K +$261K +10,006 New
PFBT
454
Parkside Financial Bank & Trust
Missouri
$261K – – –
VM
455
VPR Management
Texas
$261K – – –
LCM
456
Liberty Capital Management
Michigan
$260K – – –
GFP
457
Guardian Financial Partners
California
$256K +$52.4K +2,010 +26%
C
458
Covestor
United Kingdom
$256K +$43.9K +1,682 +21%
AF
459
Allworth Financial
California
$253K +$134K +5,154 +113%
GC
460
Gratus Capital
Georgia
$250K +$12.6K +482 +5%
BMCM
461
Burns Matteson Capital Management
New York
$250K -$42.1K -1,616 -14%
AIM
462
Alhambra Investment Management
Florida
$246K -$9.18K -352 -4%
KeyBank National Association
463
KeyBank National Association
Ohio
$245K -$18.3K -700 -7%
SFS
464
Strategic Financial Services
New York
$243K -$41.7K -1,600 -15%
HL
465
HeadInvest LLC
Maine
$242K – – –
CWM
466
Concentric Wealth Management
California
$240K -$7.82K -300 -3%
RAM
467
Resona Asset Management
Japan
$240K +$240K +9,200 New
MFA
468
Mayflower Financial Advisors
Massachusetts
$238K -$661K -25,360 -74%
GVAG
469
Great Valley Advisor Group
Delaware
$237K +$15.8K +604 +7%
IHWM
470
Iron Horse Wealth Management
Iowa
$235K -$152K -5,812 -39%
UB
471
UMB Bank
Missouri
$234K +$14.7K +562 +7%
SAG
472
SageView Advisory Group
California
$233K +$233K +5,962 New
VBFP
473
Valtinson Bruner Financial Planning
Minnesota
$225K +$17K +650 +8%
ML
474
Mayport LLC
Massachusetts
$224K -$678 -26 -0.3%
PFGIA
475
Patriot Financial Group Insurance Agency
Massachusetts
$222K +$1.67K +64 +0.8%
17 18
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