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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 %
CIAS
526
Capital Investment Advisory Services
North Carolina
$54.9K -$3.96K -152 -7%
FCT
527
First Community Trust
Iowa
$54.8K – – –
VCM
528
Versant Capital Management
Arizona
$52.6K +$52.6K +2,016 New
CT
529
Clearstead Trust
Maine
$52.2K – – –
RFG
530
REAP Financial Group
Texas
$50.7K +$27.2K +1,042 +116%
PK
531
Pflug Koory
Nebraska
$48.4K – – –
S
532
SignatureFD
Georgia
$47.6K +$46.1K +1,766 +2,943%
GJIA
533
Glass Jacobson Investment Advisors
Maryland
$44.1K – – –
SAM
534
S.A. Mason
Michigan
$42.8K -$2.61K -100 -6%
CT
535
Colonial Trust
South Carolina
$41.7K – – –
GWSG
536
GPS Wealth Strategies Group
Colorado
$40.4K -$71.4K -2,738 -64%
CP
537
Castleview Partners
Texas
$34.8K – – –
Manulife (Manufacturers Life Insurance)
538
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.8K -$522 -20 -1%
VL
539
Vima LLC
Michigan
$33.2K +$21.4K +800 +182%
NS
540
NBC Securities
Alabama
$33K – – –
PFA
541
Pathway Financial Advisers
Indiana
$32.9K -$6.06K -232 -16%
CAL
542
Capital Analysts LLC
Pennsylvania
$32K +$9.85K +376 +44%
IBOK
543
Independence Bank of Kentucky
Kentucky
$31.3K – – –
BSB
544
Bangor Savings Bank
Maine
$31.2K – – –
Barclays
545
Barclays
United Kingdom
$31K -$14.8K -572 -32%
PCMC
546
Private Capital Management (Colorado)
Colorado
$29.4K +$3.55K +136 +14%
HIA
547
Harbor Investment Advisory
Maryland
$29.3K – – –
CHA
548
Carmichael Hill & Associates
Maryland
$29.2K -$12.7K -486 -30%
MG
549
Mather Group
Illinois
$26.9K +$26.9K +1,030 New
NCM
550
Northwest Capital Management
Oregon
$26.2K – – –
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