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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 %
FCG
501
Financial Connections Group
California
$129K +$129K +4,970 New
FDCP
502
Foster Dykema Cabot & Partners
Massachusetts
$129K +$31.9K +1,226 +33%
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$128K +$4.41K +170 +4%
BA
504
Bristlecone Advisors
Washington
$125K +$125K +4,804 New
GWSG
505
GPS Wealth Strategies Group
Colorado
$122K +$82.1K +3,158 +204%
SOS
506
Silver Oak Securities
Tennessee
$121K -$384K -14,774 -76%
ST
507
Smithfield Trust
Pennsylvania
$116K – – –
AA
508
Ancora Advisors
Ohio
$115K +$115K +4,430 New
RBC
509
Roble Belko & Company
Pennsylvania
$113K – – –
PA
510
Parallel Advisors
California
$113K +$15.7K +604 +16%
FC
511
Fairscale Capital
New Hampshire
$105K +$105K +4,000 New
TCOV
512
Trust Company of Vermont
Vermont
$102K +$39.3K +1,510 +62%
AA
513
AlphaCentric Advisors
Puerto Rico
$98.6K -$832 -32 -0.8%
HT
514
Headlands Technologies
Illinois
$98K -$181K -6,942 -65%
RCM
515
Raleigh Capital Management
North Carolina
$89K +$17.8K +686 +25%
NP
516
NorthRock Partners
Minnesota
$85.3K -$88.3K -4,850 -51%
ACA
517
Atlas Capital Advisors
Wyoming
$84.6K -$8.79K -338 -9%
PO
518
Private Ocean
California
$81.8K +$624 +24 +0.8%
PP
519
Pacifica Partners
Canada
$79.8K +$79.8K +3,076 New
FRA
520
Front Row Advisors
California
$79.6K – – –
SS
521
Sunbelt Securities
Texas
$75.6K +$104 +4 +0.1%
HDIM
522
Hanson & Doremus Investment Management
Vermont
$71K +$1.4K +54 +2%
TFA
523
Toth Financial Advisory
Virginia
$68.3K – – –
CI
524
Cordant Inc
Oregon
$67.4K +$728 +28 +1%
APC
525
Aspire Private Capital
North Carolina
$57.2K +$37.8K +1,454 +195%
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