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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 %
FCT
526
First Community Trust
Iowa
$37.5K – – –
PFA
527
Pathway Financial Advisers
Indiana
$34.5K +$322 +12 +0.9%
SSB
528
Sandy Spring Bank
Maryland
$33.8K +$26.3K +980 +350%
IBOK
529
Independence Bank of Kentucky
Kentucky
$32.2K – – –
NS
530
NBC Securities
Alabama
$32K – – –
BBPWM
531
Blue Bell Private Wealth Management
Pennsylvania
$30.2K – – –
HIA
532
Harbor Investment Advisory
Maryland
$30.1K – – –
SIC
533
Salem Investment Counselors
North Carolina
$29.6K +$697 +26 +2%
CB
534
Community Bank
New York
$28.2K -$138K -5,160 -83%
NCM
535
Northwest Capital Management
Oregon
$26.9K – – –
TCG
536
Transcendent Capital Group
Oklahoma
$26.5K -$28.9K -1,076 -52%
BWL
537
Bogart Wealth LLC
Virginia
$26.2K +$54 +2 +0.2%
AC
538
AlphaCore Capital
California
$24K +$19.3K +718 +403%
RCM
539
Richardson Capital Management
Wisconsin
$23K +$215 +8 +0.9%
HCP
540
Hexagon Capital Partners
Arkansas
$22.8K – – –
PFG
541
Peterson Financial Group
Iowa
$22.6K +$22.6K +842 New
HR
542
Howe & Rusling
New York
$22.3K -$7.83K -292 -26%
MG
543
Mather Group
Illinois
$21.8K +$17.3K +646 +385%
BFPW
544
BOK Financial Private Wealth
Colorado
$21K – – –
CHA
545
Carmichael Hill & Associates
Maryland
$21K -$9.07K -338 -30%
ADL
546
Asset Dedication LLC
California
$20.5K – – –
SIS
547
Sound Income Strategies
Florida
$20.4K +$12.1K +450 +144%
WP
548
WealthShield Partners
North Carolina
$20.2K – – –
DAM
549
Delta Asset Management
Tennessee
$19.6K – – –
SMA
550
Sage Mountain Advisors
Georgia
$19.3K +$17.1K +636 +757%
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