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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.

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

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$165M
2
Franklin Resources
Franklin Resources
California
$11M
3
QCM
Quadratic Capital Management
Connecticut
$640M
4
Goldman Sachs
Goldman Sachs
New York
$215M
5
Morgan Stanley
Morgan Stanley
New York
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
476
Cresset Asset Management
Illinois
$220K -$887 -34 -0.4%
TWP
477
Tempus Wealth Planning
California
$217K -$27.6K -1,058 -11%
JE
478
JMAC Enterprises
Pennsylvania
$216K -$8.14K -312 -4%
SAM
479
Smartleaf Asset Management
Massachusetts
$216K +$27.3K +1,046 +14%
IWA
480
IVC Wealth Advisors
Pennsylvania
$214K +$1.98K +76 +0.9%
NP
481
NorthRock Partners
Minnesota
$213K -$11.5K -516 -5%
AFA
482
Arlington Financial Advisors
California
$211K -$776K -29,748 -79%
LEFP
483
Leading Edge Financial Planning
Tennessee
$210K -$142K -5,450 -40%
WJWM
484
Williams Jones Wealth Management
New York
$210K +$2.61K +100 +1%
BCM
485
Blume Capital Management
California
$209K – – –
ACA
486
Aptus Capital Advisors
Alabama
$205K +$180K +6,884 +710%
GEA
487
Glen Eagle Advisors
New Jersey
$204K -$124K -4,756 -38%
Fisher Asset Management
488
Fisher Asset Management
Washington
$203K -$25.4K -972 -11%
BCWM
489
Bartlett & Co Wealth Management
Ohio
$202K +$3.65K +140 +2%
FWM
490
Focused Wealth Management
New York
$200K -$5.57M -213,428 -97%
B
491
Birchbrook
Maine
$185K -$208K -7,972 -53%
WT
492
Whittier Trust
California
$183K – – –
MGW
493
MB Generational Wealth
Washington
$183K +$183K +22,858 New
RFS
494
Richardson Financial Services
Massachusetts
$178K +$43.9K +1,684 +33%
EAM
495
Empirical Asset Management
Massachusetts
$176K +$176K +129,380 New
BCMLT
496
Beacon Capital Management LLC (Tennessee)
Tennessee
$169K -$74.3K -2,848 -30%
LFG
497
Larson Financial Group
Missouri
$167K +$835 +32 +0.5%
CB
498
Community Bank
New York
$162K -$324K -12,440 -67%
CJ
499
Caitlin John
Michigan
$145K -$18.4K -706 -11%
FFWA
500
FRG Family Wealth Advisors
Washington
$138K +$138K +5,400 New
18 19
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