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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 %
BA
501
Ballast Advisors
Minnesota
$130K -$9.44K -362 -7%
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$124K +$8.07K +310 +7%
ST
503
Smithfield Trust
Pennsylvania
$116K – – –
RBC
504
Roble Belko & Company
Pennsylvania
$113K – – –
AA
505
AlphaCentric Advisors
Puerto Rico
$99.7K +$30.9K +1,186 +45%
PA
506
Parallel Advisors
California
$97.5K -$14.3K -550 -13%
FDCP
507
Foster Dykema Cabot & Partners
Massachusetts
$97.3K +$86.8K +3,330 +828%
ACA
508
Atlas Capital Advisors
Wyoming
$93.7K -$42.9K -1,644 -31%
SWM
509
Spire Wealth Management
Virginia
$82K +$22.1K +848 +37%
HR
510
Howe & Rusling
New York
$81.5K +$7.04K +270 +9%
PO
511
Private Ocean
California
$81.4K -$626 -24 -0.8%
FRA
512
Front Row Advisors
California
$79.8K – – –
PTC
513
Private Trust Company
Ohio
$79.1K – – –
SS
514
Sunbelt Securities
Texas
$75.7K +$46.4K +1,778 +158%
CIM
515
Contravisory Investment Management
Massachusetts
$72.3K – – –
RCM
516
Raleigh Capital Management
North Carolina
$71.4K +$71.4K +2,738 New
HDIM
517
Hanson & Doremus Investment Management
Vermont
$70K +$9.83K +378 +16%
TFA
518
Toth Financial Advisory
Virginia
$68.5K -$34K -1,304 -33%
CI
519
Cordant Inc
Oregon
$66.9K +$42K +1,612 +169%
National Bank of Canada
520
National Bank of Canada
Quebec, Canada
$65.8K – – –
TCOV
521
Trust Company of Vermont
Vermont
$63.2K +$63.2K +2,422 New
IRC
522
Investors Research Corp
Georgia
$60.8K – – –
FSWA
523
Financial Synergies Wealth Advisors
Texas
$60.1K +$60.1K +2,304 New
CIBC Private Wealth Group
524
CIBC Private Wealth Group
Georgia
$55.4K +$55.4K +2,142 New
CIA
525
Cape Investment Advisory
Georgia
$55.1K -$209 -8 -0.4%
19 20
21
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