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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 %
WP
526
WealthShield Partners
North Carolina
$83.5K +$64K +2,479 +329%
ACA
527
Atlas Capital Advisors
Wyoming
$80.2K -$32.6K -1,261 -29%
PP
528
Pacifica Partners
Canada
$79.4K – – –
OW
529
Olistico Wealth
Oklahoma
$78.2K -$22.5K -870 -22%
FDCP
530
Foster Dykema Cabot & Partners
Massachusetts
$77.6K -$70.3K -2,722 -48%
RWM
531
Rialto Wealth Management
New York
$72.1K +$72.1K +2,792 New
SIS
532
Sound Income Strategies
Florida
$70.1K +$50.4K +1,951 +256%
HR
533
Howe & Rusling
New York
$69.2K +$47.7K +1,848 +222%
CI
534
Cordant Inc
Oregon
$68.7K +$1.76K +68 +3%
TFA
535
Toth Financial Advisory
Virginia
$67.3K – – –
FRA
536
Front Row Advisors
California
$64.9K – – –
MCA
537
Midwest Capital Advisors
Michigan
$64.6K +$64.6K +2,502 New
STB
538
S&T Bank
Pennsylvania
$64.2K +$64.2K +2,484 New
GEA
539
Glen Eagle Advisors
New Jersey
$62.1K -$98.1K -3,799 -61%
SS
540
Sunbelt Securities
Texas
$59.5K -$15.8K -610 -21%
HCP
541
Hexagon Capital Partners
Arkansas
$53K +$31K +1,200 +141%
PK
542
Pflug Koory
Nebraska
$48K +$52 +2 +0.1%
IRC
543
Investors Research Corp
Georgia
$47.7K – – –
Q1WB
544
Quest 10 Wealth Builders
Virginia
$47.5K +$47.5K +1,840 New
WA
545
Whipplewood Advisors
Colorado
$46.9K +$46.9K +1,817 New
DRP
546
Decker Retirement Planning
Utah
$45K +$45K +1,743 New
GJIA
547
Glass Jacobson Investment Advisors
Maryland
$44.5K +$232 +9 +0.5%
CT
548
Colonial Trust
South Carolina
$41.3K – – –
SAM
549
S.A. Mason
Michigan
$39.3K – – –
CIA
550
Cape Investment Advisory
Georgia
$36.2K -$26.7K -1,032 -42%
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