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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 %
HGERS
551
Householder Group Estate & Retirement Specialist
Arizona
$18K +$158 +6 +0.9%
SIC
552
SJS Investment Consulting
Ohio
$17.1K – – –
CP
553
Castleview Partners
Texas
$16.6K +$2.36K +88 +17%
RFG
554
REAP Financial Group
Texas
$16.5K -$4.18K -156 -20%
CAS
555
Coppell Advisory Solutions
Texas
$16.3K -$5.64K -210 -26%
CCM
556
Chilton Capital Management
Texas
$15.6K +$161 +6 +1%
DCM
557
Davis Capital Management
Florida
$15.4K – – –
GPFA
558
Game Plan Financial Advisors
Ohio
$14.7K – – –
AIP
559
Ameritas Investment Partners
Nebraska
$14.4K +$7.94K +296 +123%
HDIM
560
Hanson & Doremus Investment Management
Vermont
$14K -$57.5K -2,208 -80%
RWPA
561
Richard W. Paul & Associates
Michigan
$13.8K – – –
DWS
562
Dynamic Wealth Strategies
California
$13K – – –
BSB
563
Bangor Savings Bank
Maine
$12.7K -$19.4K -722 -60%
WWP
564
WR Wealth Planners
Missouri
$12.3K -$1.5K -56 -11%
KFI
565
Key Financial Inc
Pennsylvania
$11.4K – – –
TAM
566
Townsend Asset Management
North Carolina
$11K – – –
BF
567
BOK Financial
Oklahoma
$10.6K – – –
CA
568
Crewe Advisors
Utah
$10.2K -$321 -12 -3%
GWM
569
GSB Wealth Management
Connecticut
$10K +$10K +374 New
PS
570
Planned Solutions
California
$9.44K +$9.44K +352 New
CAM
571
Creekmur Asset Management
Illinois
$9.12K +$107 +4 +1%
AIC
572
Archer Investment Corporation
Indiana
$8.81K +$54 +2 +0.6%
KB
573
Kimelman & Baird
New York
$8.42K – – –
CCP
574
Clarkston Capital Partners
Michigan
$8.31K – – –
CFB
575
Cullen/Frost Bankers
Texas
$8.22K +$3.54K +132 +76%
21 22
23
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