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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
AF
501
Allworth Financial
California
$142K -$110K -4,268 -44%
CJ
502
Caitlin John
Michigan
$141K -$2.95K -114 -2%
BA
503
Ballast Advisors
Minnesota
$134K +$5.22K +202 +4%
FCG
504
Financial Connections Group
California
$129K +$128K +4,970 New
FDCP
505
Foster Dykema Cabot & Partners
Massachusetts
$129K +$31.7K +1,226 +33%
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$128K +$4.39K +170 +4%
BA
507
Bristlecone Advisors
Washington
$125K +$124K +4,804 New
CAM
508
Chesapeake Asset Management
New York
$123K +$36.5K +1,410 +43%
GWSG
509
GPS Wealth Strategies Group
Colorado
$122K +$81.6K +3,158 +204%
SOS
510
Silver Oak Securities
Tennessee
$121K -$382K -14,774 -76%
ST
511
Smithfield Trust
Pennsylvania
$116K
AA
512
Ancora Advisors
Ohio
$115K +$115K +4,430 New
RBC
513
Roble Belko & Company
Pennsylvania
$113K
PA
514
Parallel Advisors
California
$113K +$15.6K +604 +16%
FC
515
Fairscale Capital
New Hampshire
$105K +$103K +4,000 New
TCOV
516
Trust Company of Vermont
Vermont
$102K +$39K +1,510 +62%
AA
517
AlphaCentric Advisors
Puerto Rico
$98.6K -$827 -32 -0.8%
HT
518
Headlands Technologies
Illinois
$98K -$179K -6,942 -65%
RCM
519
Raleigh Capital Management
North Carolina
$89K +$17.7K +686 +25%
NP
520
NorthRock Partners
Minnesota
$85.3K -$125K -4,850 -51%
ACA
521
Atlas Capital Advisors
Wyoming
$84.6K -$8.74K -338 -9%
PO
522
Private Ocean
California
$81.8K +$620 +24 +0.8%
PP
523
Pacifica Partners
Canada
$79.8K +$79.5K +3,076 New
FRA
524
Front Row Advisors
California
$79.6K
SS
525
Sunbelt Securities
Texas
$75.6K +$103 +4 +0.1%

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.