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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab
California
+$954M
2
LNC
Lincoln National Corp
Pennsylvania
+$211M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
4
Empower Advisory Group
Empower Advisory Group
Colorado
+$49.4M
5
GP
Greenline Partners
New York
+$45.3M

Top Sellers

1
EW
Evoke Wealth
California
-$138M
2
QCM
Quadratic Capital Management
Connecticut
-$112M
3
Goldman Sachs
Goldman Sachs
New York
-$79.5M
4
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$19.9M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
476
B. Riley Wealth Advisors
Florida
$210K -$2.9M -111,598 -93%
VBFP
477
Valtinson Bruner Financial Planning
Minnesota
$210K -$14K -540 -6%
BFG
478
Berger Financial Group
Minnesota
$209K -$202K -7,754 -49%
WJWM
479
Williams Jones Wealth Management
New York
$208K -$1.35K -52 -0.6%
BCM
480
Blume Capital Management
California
$208K – – –
D
481
Diversified
Delaware
$207K +$207K +7,944 New
CWA
482
Clearview Wealth Advisors
Oregon
$206K +$206K +7,934 New
AAM
483
Advisors Asset Management
Colorado
$203K -$92.1K -3,540 -31%
GEA
484
Glen Eagle Advisors
New Jersey
$203K -$520 -20 -0.3%
EWA
485
EP Wealth Advisors
California
$203K +$203K +7,814 New
IWA
486
IVC Wealth Advisors
Pennsylvania
$202K -$10.9K -418 -5%
Invesco
487
Invesco
Georgia
$200K -$86.6K -3,332 -30%
BCWM
488
Bartlett & Co Wealth Management
Ohio
$194K -$7.39K -284 -4%
Franklin Resources
489
Franklin Resources
California
$188K -$10.8M -414,016 -98%
B
490
Birchbrook
Maine
$185K +$312 +12 +0.2%
CIBC Private Wealth Group
491
CIBC Private Wealth Group
Georgia
$172K +$117K +4,472 +209%
RFS
492
Richardson Financial Services
Massachusetts
$172K -$5.88K -226 -3%
OW
493
Olistico Wealth
Oklahoma
$163K +$163K +6,272 New
WT
494
Whittier Trust
California
$163K -$20.3K -780 -11%
CB
495
Community Bank
New York
$162K – – –
BCMLT
496
Beacon Capital Management LLC (Tennessee)
Tennessee
$156K -$12.7K -490 -8%
BNP Paribas Financial Markets
497
BNP Paribas Financial Markets
France
$143K +$139K +5,356 +4,058%
AF
498
Allworth Financial
California
$142K -$112K -4,268 -44%
CJ
499
Caitlin John
Michigan
$141K -$2.97K -114 -2%
BA
500
Ballast Advisors
Minnesota
$134K +$5.25K +202 +4%
18 19
20
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