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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.

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
1
Empower Advisory Group
Colorado
$831M
2
EW
2
Evoke Wealth
California
$138M
3
NL
3
NEPC LLC
Massachusetts
$135M
4
JRP
4
Jasper Ridge Partners
California
$174M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$31.2M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$165M
2
Franklin Resources
2
Franklin Resources
California
$11M
3
QCM
3
Quadratic Capital Management
Connecticut
$640M
4
Goldman Sachs
4
Goldman Sachs
New York
$215M
5
Morgan Stanley
5
Morgan Stanley
New York
$73.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PCIA
26
Prime Capital Investment Advisors
Kansas
$49.7M 1,905,572 +342,940 +22%
LGWM
27
Litman Gregory Wealth Management
California
$49.1M 1,881,936 -55,052 -3%
Bank of America
28
Bank of America
North Carolina
$47.1M 1,807,786 -52 -0%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$45.7M 1,753,110 -255,318 -13%
LFS
30
Lutz Financial Services
Nebraska
$43.2M 1,657,126 +7,080 +0.4%
FEG
31
Fund Evaluation Group
Ohio
$40.9M 1,566,330 +22,000 +1%
SGAM
32
Stephens Group Asset Management
Arkansas
$39M 1,494,136 +16,078 +1%
Wells Fargo
33
Wells Fargo
California
$38.7M 1,484,260 -43,872 -3%
Temasek Holdings
34
Temasek Holdings
Singapore
$36.8M 1,410,000 – –
State Street
35
State Street
Massachusetts
$35.5M 1,360,344 -883,600 -39%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$34.7M 1,331,256 +7,440 +0.6%
LFA
37
LifeGuide Financial Advisors
Pennsylvania
$33.4M 1,282,564 +76,256 +6%
PFA
38
Pure Financial Advisors
California
$33M 1,266,660 +81,086 +7%
FSC
39
Full Sail Capital
Oklahoma
$32.4M 1,243,538 +125,412 +11%
AHSSHC
40
Adventist Health System Sunbelt Healthcare Corp
Florida
$31.2M 1,195,402 +830,202 +227%
Korea Investment Corp
41
Korea Investment Corp
South Korea
$30.3M 1,160,000 – –
AAP
42
Arax Advisory Partners
Colorado
$30.2M 1,157,382 +52,152 +5%
FAG
43
Financial Architects (Georgia)
Georgia
$28.9M 1,108,266 +143,850 +15%
MTC
44
Matrix Trust Company
Colorado
$28.3M 1,086,270 +2,520 +0.2%
Citigroup
45
Citigroup
New York
$27.4M 1,050,360 +126,832 +14%
AssetMark Inc
46
AssetMark Inc
California
$25.5M 977,060 +75,186 +8%
AA
47
Advisory Alpha
Michigan
$25.2M 966,252 +81,232 +9%
JGCM
48
Joseph Group Capital Management
Ohio
$25.2M 965,564 +106,574 +12%
SC
49
Savant Capital
Illinois
$24.9M 955,182 -47,236 -5%
LPL Financial
50
LPL Financial
California
$24.8M 950,994 -120,802 -11%
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