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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
$1.09B
2
LNC
Lincoln National Corp
Pennsylvania
$213M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$443M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$878M
5
GP
Greenline Partners
New York
$45.3M

Top Sellers

1
EW
Evoke Wealth
California
$416K
2
QCM
Quadratic Capital Management
Connecticut
$527M
3
Goldman Sachs
Goldman Sachs
New York
$135M
4
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
526
Capital Investment Advisory Services
North Carolina
$55K +$260 +10 +0.5%
CIA
527
Cape Investment Advisory
Georgia
$54.6K -$364 -14 -0.7%
TCG
528
Transcendent Capital Group
Oklahoma
$53.7K +$28K +1,076 +109%
PTC
529
Private Trust Company
Ohio
$52K -$26.9K -1,034 -34%
CT
530
Clearstead Trust
Maine
$52K – – –
Jones Financial Companies
531
Jones Financial Companies
Missouri
$51K +$40.8K +1,570 +401%
CIM
532
Contravisory Investment Management
Massachusetts
$50.3K -$21.7K -836 -30%
IRC
533
Investors Research Corp
Georgia
$48K -$12.6K -486 -21%
GJIA
534
Glass Jacobson Investment Advisors
Maryland
$44.3K +$260 +10 +0.6%
TWP
535
Triad Wealth Partners
Kansas
$43.9K +$43.9K +1,688 New
CT
536
Colonial Trust
South Carolina
$41.6K – – –
SP
537
SWS Partners
Ohio
$39.9K +$39.9K +1,536 New
SAM
538
S.A. Mason
Michigan
$39.5K -$3.12K -120 -7%
FCT
539
First Community Trust
Iowa
$36.4K -$18.2K -700 -33%
FAM
540
Family Asset Management
South Carolina
$36.4K +$36.4K +1,400 New
LFA
541
LGT Financial Advisors
Texas
$35.4K +$15.9K +612 +82%
PFA
542
Pathway Financial Advisers
Indiana
$33.1K +$416 +16 +1%
IBOK
543
Independence Bank of Kentucky
Kentucky
$31.2K – – –
BSB
544
Bangor Savings Bank
Maine
$31.1K – – –
NS
545
NBC Securities
Alabama
$31K -$1.76K -70 -5%
BBPWM
546
Blue Bell Private Wealth Management
Pennsylvania
$29.3K +$5.83K +224 +25%
HR
547
Howe & Rusling
New York
$29.2K -$52K -2,000 -64%
HIA
548
Harbor Investment Advisory
Maryland
$29.2K – – –
CHA
549
Carmichael Hill & Associates
Maryland
$29.1K – – –
SIC
550
Salem Investment Counselors
North Carolina
$28K +$4.53K +174 +19%
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