We are live on ! Find out more
SCHP icon

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
HR
551
Howe & Rusling
New York
$29.2K -$51.7K -2,000 -64%
HIA
552
Harbor Investment Advisory
Maryland
$29.2K
CHA
553
Carmichael Hill & Associates
Maryland
$29.1K
SIC
554
Salem Investment Counselors
North Carolina
$28K +$4.5K +174 +19%
WFA
555
Wells Financial Advisors
Massachusetts
$26.6K +$26.5K +1,024 New
NCM
556
Northwest Capital Management
Oregon
$26.1K
BWL
557
Bogart Wealth LLC
Virginia
$25.4K
MCM
558
MidAtlantic Capital Management
Virginia
$24.2K
National Bank of Canada
559
National Bank of Canada
Quebec, Canada
$24K -$42.6K -1,646 -64%
HCP
560
Hexagon Capital Partners
Arkansas
$22.1K +$8.48K +328 +63%
RCM
561
Richardson Capital Management
Wisconsin
$22K +$259 +10 +1%
S
562
SignatureFD
Georgia
$22K -$25.3K -978 -54%
CAS
563
Coppell Advisory Solutions
Texas
$21.2K +$21.1K +816 New
BFPW
564
BOK Financial Private Wealth
Colorado
$20.4K
RFG
565
REAP Financial Group
Texas
$20K -$30.4K -1,174 -60%
ADL
566
Asset Dedication LLC
California
$19.9K -$5.89K -228 -23%
WP
567
WealthShield Partners
North Carolina
$19.6K -$2.02K -78 -9%
Manulife (Manufacturers Life Insurance)
568
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.4K -$15.2K -586 -44%
DAM
569
Delta Asset Management
Tennessee
$19K
IAIM
570
International Assets Investment Management
Florida
$18.5K +$18.4K +712 New
HGERS
571
Householder Group Estate & Retirement Specialist
Arizona
$17K +$207 +8 +1%
TFF
572
The Family Firm
Maryland
$16.7K +$16.6K +642 New
SIC
573
SJS Investment Consulting
Ohio
$16.6K
CCM
574
Chilton Capital Management
Texas
$15K +$155 +6 +1%
DCM
575
Davis Capital Management
Florida
$14.8K

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.