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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 %
ADL
551
Asset Dedication LLC
California
$26K +$2.67K +102 +11%
TCG
552
Transcendent Capital Group
Oklahoma
$25.8K – – –
BWL
553
Bogart Wealth LLC
Virginia
$25.4K – – –
MCM
554
MidAtlantic Capital Management
Virginia
$24.3K – – –
BBPWM
555
Blue Bell Private Wealth Management
Pennsylvania
$23.6K – – –
SIC
556
Salem Investment Counselors
North Carolina
$23.5K +$1.04K +40 +5%
RCM
557
Richardson Capital Management
Wisconsin
$21.9K – – –
WP
558
WealthShield Partners
North Carolina
$21.7K -$417 -16 -2%
BFPW
559
BOK Financial Private Wealth
Colorado
$20.4K +$20.4K +784 New
T
560
Tidemark
California
$19.7K -$589K -22,570 -97%
LTI
561
Laffer Tengler Investments
Tennessee
$19.6K +$19.6K +750 New
LFA
562
LGT Financial Advisors
Texas
$19.5K -$14.9K -572 -43%
APC
563
Aspire Private Capital
North Carolina
$19.5K +$19.5K +746 New
DAM
564
Delta Asset Management
Tennessee
$19.1K – – –
LWA
565
Lowe Wealth Advisors
Maryland
$18.4K – – –
BL
566
Balentine LLC
Georgia
$17.7K +$17.7K +680 New
HGERS
567
Householder Group Estate & Retirement Specialist
Arizona
$17.5K -$10K -384 -37%
SIC
568
SJS Investment Consulting
Ohio
$16.6K – – –
DCM
569
Davis Capital Management
Florida
$14.9K +$828 +32 +6%
CCM
570
Chilton Capital Management
Texas
$14.8K -$7.52K -288 -34%
GPFA
571
Game Plan Financial Advisors
Ohio
$14.3K – – –
WWP
572
WR Wealth Planners
Missouri
$13.8K +$13.8K +532 New
HCP
573
Hexagon Capital Partners
Arkansas
$13.6K – – –
AC
574
AlphaCore Capital
California
$13.3K +$8.66K +332 +187%
KFP
575
Keener Financial Planning
Texas
$13K – – –
21 22
23
24 25