SCHP icon

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.

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
1
Evoke Wealth
California
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$535M
3
QCM
3
Quadratic Capital Management
Connecticut
$613M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$951M
5
Cerity Partners
5
Cerity Partners
New York
$210M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
US Bancorp
2
US Bancorp
Minnesota
$45.9M
3
SLI
3
Sumitomo Life Insurance
Japan
$4.01M
4
SFC
4
Strategic Financial Concepts
Texas
$460K
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$50.4M 940,101 -10,294 -1%
GP
27
Greenline Partners
New York
$48M 895,267 +16,954 +2%
LFS
28
Lutz Financial Services
Nebraska
$47.6M 886,979 +33,253 +4%
US Bancorp
29
US Bancorp
Minnesota
$45.9M 855,942 -656,472 -43%
EPM
30
Elm Partners Management
Pennsylvania
$44.7M 1,668,266 -88,612 -5%
SGAM
31
Stephens Group Asset Management
Arkansas
$44.2M 824,248 +75,896 +10%
LFA
32
LifeGuide Financial Advisors
Pennsylvania
$39.9M 744,292 +58,504 +9%
LGWM
33
Litman Gregory Wealth Management
California
$39.6M 737,879 -120,419 -14%
SAM
34
Simplify Asset Management
Nevada
$38.1M 710,451 +104,765 +17%
Temasek Holdings
35
Temasek Holdings
Singapore
$37.8M 705,000 – –
FSC
36
Full Sail Capital
Oklahoma
$37.7M 702,216 +41,463 +6%
AAP
37
Arax Advisory Partners
Colorado
$37.6M 700,465 +100,588 +17%
FEG
38
Fund Evaluation Group
Ohio
$36.8M 686,735 -37,265 -5%
Wells Fargo
39
Wells Fargo
California
$36.7M 683,906 -26,107 -4%
PFA
40
Pure Financial Advisors
California
$36M 670,507 +5,827 +0.9%
BWA
41
BlueSky Wealth Advisors
North Carolina
$35.5M 661,278 +48,531 +8%
AHSSHC
42
Adventist Health System Sunbelt Healthcare Corp
Florida
$32.1M 599,394 +384,594 +179%
Korea Investment Corp
43
Korea Investment Corp
South Korea
$31.1M 580,000 – –
FAG
44
Financial Architects (Georgia)
Georgia
$31.1M 579,153 +6,815 +1%
MTC
45
Matrix Trust Company
Colorado
$29.7M 553,490 +1,454 +0.3%
KBFS
46
Kohmann Bosshard Financial Services
Ohio
$29.6M 551,434 +19,047 +4%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$27.5M 512,486 -133,180 -21%
AA
48
Advisory Alpha
Michigan
$27.5M 512,337 +29,115 +6%
WCWM
49
Willow Creek Wealth Management
California
$27.2M 506,778 +42,238 +9%
JGCM
50
Joseph Group Capital Management
Ohio
$27M 503,163 +5,479 +1%
1
2
3 4 5