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Schwab US TIPS ETF
SCHP

Overview Fund Activity

653 hedge funds and large institutions have $8.1B invested in Schwab US TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 248 increasing their positions, 227 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+22
Holders Change %
+3.49%
% of All Funds
8.69%
Holding in Top 10
57
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.56%
% of All Funds
0.76%
New
103
Increased
248
Reduced
227
Closed
72
Calls
$2.72M
Puts
–
Net Calls
+$2.72M
Net Calls Change
-$191K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$511M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$402M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$73.1M
4
NL
NEPC LLC
Massachusetts
+$43.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$481M
2
QCM
Quadratic Capital Management
Connecticut
-$223M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$64.7M
4
Goldman Sachs
Goldman Sachs
New York
-$54.8M
5
SAM
Simplify Asset Management
Nevada
-$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
476
MONECO Advisors
Connecticut
$234K +$11.1K +429 +5%
LFG
477
Larson Financial Group
Missouri
$232K +$30.6K +1,184 +15%
MAS
478
Madden Advisory Services
Florida
$231K +$30.1K +1,167 +15%
TWP
479
Tempus Wealth Planning
California
$230K +$19K +737 +9%
CIA
480
Capital Investment Advisors
Georgia
$228K +$4.55K +176 +2%
T
481
Transce3nd
Texas
$228K +$228K +8,814 New
PWMG
482
Pinnacle Wealth Management Group
Michigan
$227K – – –
UCFA
483
United Capital Financial Advisors
Texas
$224K +$11.7K +454 +6%
TA
484
TPG Advisors
Illinois
$223K -$43.6K -1,688 -16%
HWA
485
HCR Wealth Advisors
California
$217K -$2.07K -80 -0.9%
BFG
486
Berger Financial Group
Minnesota
$216K +$8.01K +310 +4%
PA
487
Parallel Advisors
California
$216K – – –
FWI
488
Facet Wealth Inc
Maryland
$213K +$213K +8,116 New
CS
489
Cannell & Spears
New York
$212K +$1.03K +40 +0.5%
JE
490
JMAC Enterprises
Pennsylvania
$209K -$52 -2 -0%
AA
491
ArborFi Advisors
Michigan
$208K +$208K +8,066 New
WJWM
492
Williams Jones Wealth Management
New York
$207K – – –
BCM
493
Blume Capital Management
California
$207K – – –
MFA
494
Mayflower Financial Advisors
Massachusetts
$202K -$11.8K -457 -6%
IJWM
495
Inman Jager Wealth Management
Mississippi
$202K +$202K +7,827 New
WA
496
WPG Advisers
Maryland
$202K +$202K +7,818 New
QS
497
Quantitative Strategies
California
$201K +$201K +7,770 New
BCWM
498
Bartlett & Co Wealth Management
Ohio
$198K +$2.58K +100 +1%
Franklin Resources
499
Franklin Resources
California
$190K +$1.09K +42 +0.6%
MCM
500
MAI Capital Management
Ohio
$172K +$172K +6,662 New
18 19
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