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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
TWP
476
Tempus Wealth Planning
California
$216K -$724 -28 -0.3%
JE
477
JMAC Enterprises
Pennsylvania
$214K -$1.4K -54 -0.7%
LRIA
478
Leonard Rickey Investment Advisors
Washington
$213K +$212K +8,186 New
BRWA
479
B. Riley Wealth Advisors
Florida
$210K -$2.89M -111,598 -93%
VBFP
480
Valtinson Bruner Financial Planning
Minnesota
$210K -$14K -540 -6%
BFG
481
Berger Financial Group
Minnesota
$209K -$200K -7,754 -49%
WJWM
482
Williams Jones Wealth Management
New York
$208K -$1.34K -52 -0.6%
BCM
483
Blume Capital Management
California
$208K
D
484
Diversified
Delaware
$207K +$205K +7,944 New
CWA
485
Clearview Wealth Advisors
Oregon
$206K +$205K +7,934 New
AAM
486
Advisors Asset Management
Colorado
$203K -$91.5K -3,540 -31%
GEA
487
Glen Eagle Advisors
New Jersey
$203K -$517 -20 -0.3%
EWA
488
EP Wealth Advisors
California
$203K +$202K +7,814 New
IWA
489
IVC Wealth Advisors
Pennsylvania
$202K -$10.8K -418 -5%
Invesco
490
Invesco
Georgia
$200K -$86.1K -3,332 -30%
BCWM
491
Bartlett & Co Wealth Management
Ohio
$194K -$7.34K -284 -4%
Franklin Resources
492
Franklin Resources
California
$188K -$10.7M -414,016 -98%
B
493
Birchbrook
Maine
$185K +$310 +12 +0.2%
CIBC Private Wealth Group
494
CIBC Private Wealth Group
Georgia
$172K +$116K +4,472 +209%
RFS
495
Richardson Financial Services
Massachusetts
$172K -$5.84K -226 -3%
OW
496
Olistico Wealth
Oklahoma
$163K +$162K +6,272 New
WT
497
Whittier Trust
California
$163K -$20.2K -780 -11%
CB
498
Community Bank
New York
$162K
BCMLT
499
Beacon Capital Management LLC (Tennessee)
Tennessee
$156K -$12.7K -490 -8%
BNP Paribas Financial Markets
500
BNP Paribas Financial Markets
France
$143K +$138K +5,356 +4,058%

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.