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.

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
1
Charles Schwab
California
$1.09B
2
LNC
2
Lincoln National Corp
Pennsylvania
$213M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$443M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$878M
5
GP
5
Greenline Partners
New York
$45.3M

Top Sellers

1
EW
1
Evoke Wealth
California
$416K
2
QCM
2
Quadratic Capital Management
Connecticut
$527M
3
Goldman Sachs
3
Goldman Sachs
New York
$135M
4
AHSSHC
4
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.2M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$49.4M +$2.42M +93,004 +5%
PCIA
27
Prime Capital Investment Advisors
Kansas
$49.1M -$435K -16,736 -0.9%
GP
28
Greenline Partners
New York
$45.3M +$45.3M +1,756,626 New
LGWM
29
Litman Gregory Wealth Management
California
$44.6M -$4.3M -165,340 -9%
LFS
30
Lutz Financial Services
Nebraska
$44.4M +$1.31M +50,326 +3%
AssetMark Inc
31
AssetMark Inc
California
$38.9M +$13.5M +519,678 +53%
SGAM
32
Stephens Group Asset Management
Arkansas
$38.9M +$66.8K +2,568 +0.2%
OH
33
Oikos Holdings
New York
$38.2M +$38.2M +1,468,734 New
FEG
34
Fund Evaluation Group
Ohio
$37.7M -$3.08M -118,330 -8%
State Street
35
State Street
Massachusetts
$37.2M +$1.81M +69,608 +5%
Wells Fargo
36
Wells Fargo
California
$36.9M -$1.67M -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 +$2.31M +89,012 +7%
PFA
40
Pure Financial Advisors
California
$34.6M +$1.63M +62,700 +5%
FSC
41
Full Sail Capital
Oklahoma
$34.4M +$2.03M +77,968 +6%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$33.6M -$1.04M -39,924 -3%
BWA
43
BlueSky Wealth Advisors
North Carolina
$31.9M +$31.9M +1,225,494 New
SAM
44
Simplify Asset Management
Nevada
$31.5M +$31.5M +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 +$947K +36,410 +3%
MTC
48
Matrix Trust Company
Colorado
$28.7M +$463K +17,802 +2%
KBFS
49
Kohmann Bosshard Financial Services
Ohio
$27.7M +$9.68M +372,256 +54%
JGCM
50
Joseph Group Capital Management
Ohio
$25.9M +$775K +29,804 +3%
1
2
3 4 5