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Schwab US TIPS ETF

654 hedge funds and large institutions have $8.08B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 246 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,185% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $140K

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

13% more funds holding in top 10

Funds holding in top 10: 5259 (+7)

9.44% more ownership

Funds ownership: 136.09%145.52% (+9.4%)

6% more capital invested

Capital invested by funds: $7.61B → $8.08B (+$467M)

1% more funds holding

Funds holding: 646654 (+8)

0% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 245

Holders
654
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
9.45%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
0.85%
New
84
Increased
246
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$49.4M +$2.4M +93,004 +5%
PCIA
27
Prime Capital Investment Advisors
Kansas
$49.1M -$433K -16,736 -0.9%
GP
28
Greenline Partners
New York
$45.3M +$45.4M +1,756,626 New
LGWM
29
Litman Gregory Wealth Management
California
$44.6M -$4.27M -165,340 -9%
LFS
30
Lutz Financial Services
Nebraska
$44.4M +$1.3M +50,326 +3%
AssetMark Inc
31
AssetMark Inc
California
$38.9M +$13.4M +519,678 +53%
SGAM
32
Stephens Group Asset Management
Arkansas
$38.9M +$66.4K +2,568 +0.2%
OH
33
Oikos Holdings
New York
$38.2M +$38M +1,468,734 New
FEG
34
Fund Evaluation Group
Ohio
$37.7M -$3.06M -118,330 -8%
State Street
35
State Street
Massachusetts
$37.2M +$1.8M +69,608 +5%
Wells Fargo
36
Wells Fargo
California
$36.9M -$1.66M -64,234 -4%
Temasek Holdings
37
Temasek Holdings
Singapore
$36.7M
SLI
38
Sumitomo Life Insurance
Japan
$36.2M +$12.5M +483,200 +53%
LFA
39
LifeGuide Financial Advisors
Pennsylvania
$35.7M +$2.3M +89,012 +7%
PFA
40
Pure Financial Advisors
California
$34.6M +$1.62M +62,700 +5%
FSC
41
Full Sail Capital
Oklahoma
$34.4M +$2.02M +77,968 +6%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$33.6M -$1.03M -39,924 -3%
BWA
43
BlueSky Wealth Advisors
North Carolina
$31.9M +$31.7M +1,225,494 New
SAM
44
Simplify Asset Management
Nevada
$31.5M +$31.3M +1,211,372 New
AAP
45
Arax Advisory Partners
Colorado
$31.2M +$1.1M +42,372 +4%
Korea Investment Corp
46
Korea Investment Corp
South Korea
$30.2M
FAG
47
Financial Architects (Georgia)
Georgia
$29.8M +$941K +36,410 +3%
MTC
48
Matrix Trust Company
Colorado
$28.7M +$460K +17,802 +2%
KBFS
49
Kohmann Bosshard Financial Services
Ohio
$27.7M +$9.62M +372,256 +54%
JGCM
50
Joseph Group Capital Management
Ohio
$25.9M +$771K +29,804 +3%

SCHP Hedge Fund Activity: Q2 2024 in Review

654 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2024, worth a combined $8.08B — up 6.1% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SCHP positions and 64 closed out — a net gain of 20 holders — while 246 added to existing stakes and 245 trimmed.

The largest buyer was Charles Schwab, adding an estimated $948M. The largest seller was Evoke Wealth, cutting an estimated $137M.

  • 654 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2024, up from 646 in Q1 2024.
  • Funds reported $8.08B of Schwab US TIPS ETF stock for Q2 2024, up 6.1% quarter-over-quarter.
  • 84 funds opened new Schwab US TIPS ETF positions in Q2 2024 and 64 closed out, a net change of +20 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2024 was Charles Schwab, an estimated $948M added.
  • The largest Schwab US TIPS ETF seller in Q2 2024 was Evoke Wealth, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.