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Schwab US TIPS ETF
SCHP

Overview Fund Activity

631 hedge funds and large institutions have $7.4B invested in Schwab US TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 244 increasing their positions, 229 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-18
Holders Change %
-2.77%
% of All Funds
9.13%
Holding in Top 10
54
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.9%
% of All Funds
0.78%
New
53
Increased
244
Reduced
229
Closed
63
Calls
$2.98M
Puts
$70K
Net Calls
+$2.91M
Net Calls Change
-$153K

Top Buyers

1
EW
Evoke Wealth
California
$136M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$535M
3
QCM
Quadratic Capital Management
Connecticut
$613M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$951M
5
Cerity Partners
Cerity Partners
New York
$210M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
US Bancorp
US Bancorp
Minnesota
$45.9M
3
SLI
Sumitomo Life Insurance
Japan
$4.01M
4
SFC
Strategic Financial Concepts
Texas
$460K
5
HCC
Hirtle Callaghan & Co
Pennsylvania
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
501
Trust Company of Vermont
Vermont
$105K – – –
AF
502
Allworth Financial
California
$105K -$41.4K -1,544 -28%
OW
503
Olistico Wealth
Oklahoma
$105K -$63.7K -2,376 -38%
AA
504
AlphaCentric Advisors
Puerto Rico
$101K -$590 -22 -0.6%
HT
505
Headlands Technologies
Illinois
$101K – – –
RCM
506
Raleigh Capital Management
North Carolina
$97.4K +$5.58K +208 +6%
Franklin Resources
507
Franklin Resources
California
$97.1K +$982 +74 +1%
PP
508
Pacifica Partners
Canada
$82.5K – – –
SS
509
Sunbelt Securities
Texas
$78.1K +$161 +6 +0.2%
TFA
510
Toth Financial Advisory
Virginia
$69.9K -$536 -20 -0.8%
CI
511
Cordant Inc
Oregon
$69.5K – – –
FRA
512
Front Row Advisors
California
$67.4K -$14.7K -548 -18%
CIA
513
Cape Investment Advisory
Georgia
$65.2K +$8.9K +332 +16%
CPA
514
Capital Performance Advisors
California
$63.4K +$63.4K +2,364 New
CIAS
515
Capital Investment Advisory Services
North Carolina
$62.3K +$5.63K +210 +10%
PTC
516
Private Trust Company
Ohio
$53.6K – – –
CT
517
Clearstead Trust
Maine
$53.6K – – –
Bank of Montreal
518
Bank of Montreal
Ontario, Canada
$52.2K -$772K -28,754 -94%
CIM
519
Contravisory Investment Management
Massachusetts
$50K -$1.93K -72 -4%
PK
520
Pflug Koory
Nebraska
$49.8K +$49.8K +1,856 New
IRC
521
Investors Research Corp
Georgia
$49.5K – – –
GJIA
522
Glass Jacobson Investment Advisors
Maryland
$46K +$322 +12 +0.7%
CT
523
Colonial Trust
South Carolina
$42.9K – – –
NP
524
NorthRock Partners
Minnesota
$42.3K -$25.1K -1,746 -37%
SAM
525
S.A. Mason
Michigan
$40.8K – – –
19 20
21
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