SCHP icon

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 %
FI
451
FWG Investments
Kentucky
$259K -$4.21K -162 -2%
GFP
452
Guardian Financial Partners
California
$258K +$2.29K +88 +0.9%
MAWAG
453
Mid-American Wealth Advisory Group
Missouri
$256K -$89.2K -3,430 -26%
GWM
454
Gray Wealth Management
Maine
$252K -$25.2K -970 -9%
MFG
455
Merit Financial Group
Georgia
$250K -$107K -4,132 -30%
CFGS
456
Concourse Financial Group Securities
Alabama
$249K -$37.7K -1,450 -13%
VCP
457
Vista Capital Partners
Oregon
$248K -$13K -498 -5%
BCM
458
Brookstone Capital Management
Illinois
$247K +$247K +9,426 New
SW
459
Simplicity Wealth
New Jersey
$245K -$217K -8,348 -47%
SAM
460
Smartleaf Asset Management
Massachusetts
$244K +$27.7K +1,062 +13%
AIM
461
Alhambra Investment Management
Florida
$242K -$3.54K -136 -1%
HL
462
HeadInvest LLC
Maine
$241K – – –
UCFA
463
United Capital Financial Advisors
Texas
$240K -$49.9K -1,918 -17%
TW
464
Traveka Wealth
California
$240K -$26.6K -1,022 -10%
RWI
465
Red Wave Investments
Pennsylvania
$233K -$75.2K -2,892 -24%
MFA
466
Mayflower Financial Advisors
Massachusetts
$230K -$7.91K -304 -3%
BMCM
467
Burns Matteson Capital Management
New York
$230K -$19.6K -752 -8%
ACA
468
Aptus Capital Advisors
Alabama
$228K +$24.1K +926 +12%
IHWM
469
Iron Horse Wealth Management
Iowa
$222K -$12.3K -472 -5%
WAM
470
Worth Asset Management
Texas
$220K +$220K +8,458 New
UB
471
UMB Bank
Missouri
$219K -$14.6K -562 -6%
GS
472
GTS Securities
New York
$216K +$216K +8,306 New
TWP
473
Tempus Wealth Planning
California
$216K -$728 -28 -0.3%
JE
474
JMAC Enterprises
Pennsylvania
$214K -$1.4K -54 -0.7%
LRIA
475
Leonard Rickey Investment Advisors
Washington
$213K +$213K +8,186 New
17 18
19
20 21