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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 %
AWP
451
Atlas Wealth Partners
Pennsylvania
$289K -$28.6K -1,109 -9%
GAA
452
Global Assets Advisory
Florida
$287K +$287K +11,106 New
AAG
453
Armstrong Advisory Group
Massachusetts
$286K -$2.56K -99 -0.9%
AWE
454
Avidian Wealth Enterprises
Texas
$285K -$62.5K -2,421 -18%
WAM
455
Walker Asset Management
Missouri
$285K -$212K -8,200 -43%
CWA
456
Clearview Wealth Advisors
Oregon
$284K +$42.6K +1,648 +18%
NFTC
457
North Forty Two & Co
Oregon
$281K +$281K +10,882 New
CAAM
458
Cornerstone Advisors Asset Management
Pennsylvania
$276K +$2.2K +85 +0.8%
AC
459
Addison Capital
Pennsylvania
$273K -$3K -116 -1%
WMR
460
Wealth Management Resources
Rhode Island
$273K -$272K -10,544 -50%
C1AG
461
Client 1st Advisory Group
Florida
$272K -$122K -4,734 -31%
SC
462
Schiavi & Co
Delaware
$272K +$272K +10,543 New
LCM
463
Liberty Capital Management
Michigan
$266K – – –
AFA
464
Avant Financial Advisors
Texas
$266K +$266K +10,296 New
JHCP
465
Jackson Hole Capital Partners
Oklahoma
$263K – – –
HCP
466
Hardin Capital Partners
South Carolina
$260K -$26 -1 -0%
QWM
467
Quadcap Wealth Management
Texas
$260K +$13.6K +527 +6%
PFBT
468
Parkside Financial Bank & Trust
Missouri
$258K +$103 +4 +0%
VM
469
VPR Management
Texas
$258K – – –
ACA
470
Aptus Capital Advisors
Alabama
$257K +$9.87K +382 +4%
MSFS
471
Main Street Financial Solutions
Pennsylvania
$245K -$103 -4 -0%
OWA
472
Octavia Wealth Advisors
Ohio
$242K -$45.6K -1,766 -16%
DPIM
473
Duff & Phelps Investment Management
Illinois
$240K -$101K -3,900 -30%
AIM
474
Alhambra Investment Management
Florida
$240K – – –
NB
475
NBT Bank
New York
$240K +$108K +4,185 +82%
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19
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