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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 %
MSWA
501
Marshall & Sterling Wealth Advisors
New York
$170K +$170K +6,564 New
IHWM
502
Iron Horse Wealth Management
Iowa
$169K -$568 -22 -0.3%
WT
503
Whittier Trust
California
$161K – – –
GM
504
GeoWealth Management
Illinois
$161K -$325K -12,582 -67%
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$161K +$15.8K +610 +11%
BCMLT
506
Beacon Capital Management LLC (Tennessee)
Tennessee
$153K +$827 +32 +0.5%
PWA
507
Physician Wealth Advisors
Utah
$151K +$151K +5,860 New
B
508
Birchbrook
Maine
$150K – – –
RFS
509
Richardson Financial Services
Massachusetts
$149K -$21.6K -837 -13%
BA
510
Ballast Advisors
Minnesota
$144K +$10.7K +415 +8%
CJ
511
Caitlin John
Michigan
$140K -$140K -5,432 -50%
BA
512
Bristlecone Advisors
Washington
$124K – – –
PTC
513
Private Trust Company
Ohio
$120K +$68.4K +2,649 +132%
ST
514
Smithfield Trust
Pennsylvania
$115K – – –
AA
515
Ancora Advisors
Ohio
$114K – – –
EWA
516
EP Wealth Advisors
California
$113K -$104K -4,019 -48%
RBC
517
Roble Belko & Company
Pennsylvania
$112K – – –
AA
518
AlphaCentric Advisors
Puerto Rico
$105K +$7.49K +290 +8%
FC
519
Fairscale Capital
New Hampshire
$103K – – –
RCM
520
Raleigh Capital Management
North Carolina
$103K +$8.89K +344 +9%
TCOV
521
Trust Company of Vermont
Vermont
$102K – – –
Bank of Montreal
522
Bank of Montreal
Ontario, Canada
$101K +$51K +1,974 +101%
GWSG
523
GPS Wealth Strategies Group
Colorado
$99.2K -$22.3K -863 -18%
CIAS
524
Capital Investment Advisory Services
North Carolina
$92.8K +$32.7K +1,267 +54%
KIM
525
Kestra Investment Management
Texas
$91.6K -$102K -3,959 -53%
19 20
21
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