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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
HDIM
526
Hanson & Doremus Investment Management
Vermont
$71K +$1.4K +54 +2%
TFA
527
Toth Financial Advisory
Virginia
$68.3K
CI
528
Cordant Inc
Oregon
$67.4K +$724 +28 +1%
APC
529
Aspire Private Capital
North Carolina
$57.2K +$37.6K +1,454 +195%
CIAS
530
Capital Investment Advisory Services
North Carolina
$55K +$259 +10 +0.5%
CIA
531
Cape Investment Advisory
Georgia
$54.6K -$362 -14 -0.7%
TCG
532
Transcendent Capital Group
Oklahoma
$53.7K +$27.8K +1,076 +109%
PTC
533
Private Trust Company
Ohio
$52K -$26.7K -1,034 -34%
CT
534
Clearstead Trust
Maine
$52K
Jones Financial Companies
535
Jones Financial Companies
Missouri
$51K +$40.6K +1,570 +401%
CIM
536
Contravisory Investment Management
Massachusetts
$50.3K -$21.6K -836 -30%
IRC
537
Investors Research Corp
Georgia
$48K -$12.6K -486 -21%
GJIA
538
Glass Jacobson Investment Advisors
Maryland
$44.3K +$259 +10 +0.6%
TWP
539
Triad Wealth Partners
Kansas
$43.9K +$43.6K +1,688 New
CT
540
Colonial Trust
South Carolina
$41.6K
SP
541
SWS Partners
Ohio
$39.9K +$39.7K +1,536 New
SAM
542
S.A. Mason
Michigan
$39.5K -$3.1K -120 -7%
FCT
543
First Community Trust
Iowa
$36.4K -$18.1K -700 -33%
FAM
544
Family Asset Management
South Carolina
$36.4K +$36.2K +1,400 New
LFA
545
LGT Financial Advisors
Texas
$35.4K +$15.8K +612 +82%
PFA
546
Pathway Financial Advisers
Indiana
$33.1K +$414 +16 +1%
IBOK
547
Independence Bank of Kentucky
Kentucky
$31.2K
BSB
548
Bangor Savings Bank
Maine
$31.1K
NS
549
NBC Securities
Alabama
$31K -$1.81K -70 -5%
BBPWM
550
Blue Bell Private Wealth Management
Pennsylvania
$29.3K +$5.79K +224 +25%

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.