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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
Evoke Wealth
California
$136M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$535M
3
QCM
Quadratic Capital Management
Connecticut
$613M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$951M
5
Cerity Partners
Cerity Partners
New York
$210M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
US Bancorp
US Bancorp
Minnesota
$45.9M
3
SLI
Sumitomo Life Insurance
Japan
$4.01M
4
SFC
Strategic Financial Concepts
Texas
$460K
5
HCC
Hirtle Callaghan & Co
Pennsylvania
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFP
451
Guardian Financial Partners
California
$234K -$31.9K -1,188 -12%
CIA
452
Capital Investment Advisors
Georgia
$232K -$48.9K -1,822 -17%
MA
453
MONECO Advisors
Connecticut
$231K -$89.1K -3,322 -28%
HWA
454
HCR Wealth Advisors
California
$227K -$6.14M -228,798 -96%
UB
455
UMB Bank
Missouri
$226K – – –
EWA
456
EP Wealth Advisors
California
$225K +$16K +596 +8%
PA
457
Parallel Advisors
California
$224K +$108K +4,014 +92%
CAM
458
Cresset Asset Management
Illinois
$223K -$116K -4,338 -34%
NAM
459
NorthCrest Asset Manangement
Minnesota
$223K +$223K +8,314 New
MFA
460
Mayflower Financial Advisors
Massachusetts
$222K -$14.7K -550 -6%
VCP
461
Vista Capital Partners
Oregon
$222K -$33.1K -1,236 -13%
UCFA
462
United Capital Financial Advisors
Texas
$220K -$27.1K -1,010 -11%
TWP
463
Tempus Wealth Planning
California
$219K -$3.27K -122 -1%
FAM
464
Formidable Asset Management
Ohio
$219K -$508K -18,946 -70%
CS
465
Cannell & Spears
New York
$219K +$219K +8,160 New
LRIA
466
Leonard Rickey Investment Advisors
Washington
$218K -$1.93K -72 -0.9%
JE
467
JMAC Enterprises
Pennsylvania
$217K -$4.13K -154 -2%
BFG
468
Berger Financial Group
Minnesota
$216K – – –
WJWM
469
Williams Jones Wealth Management
New York
$215K – – –
BCM
470
Blume Capital Management
California
$215K – – –
LFG
471
Larson Financial Group
Missouri
$209K -$96K -3,580 -31%
MAS
472
Madden Advisory Services
Florida
$209K +$209K +7,782 New
VFPW
473
Vantage Financial Partners (Wisconsin)
Wisconsin
$207K +$207K +7,724 New
LIA
474
LBMC Investment Advisors
Tennessee
$205K +$205K +7,634 New
OFA
475
Onyx Financial Advisors
Idaho
$205K +$205K +7,634 New
17 18
19
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