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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 %
FCT
551
First Community Trust
Iowa
$36.2K – – –
PFA
552
Pathway Financial Advisers
Indiana
$33.5K +$310 +12 +0.9%
IBOK
553
Independence Bank of Kentucky
Kentucky
$32.1K +$1.09K +42 +4%
LC
554
Lindbrook Capital
California
$31.5K +$31.2K +1,208 +12,080%
BBPWM
555
Blue Bell Private Wealth Management
Pennsylvania
$29.1K – – –
SIC
556
Salem Investment Counselors
North Carolina
$27.3K -$1.16K -45 -4%
CB
557
Community Bank
New York
$27.2K – – –
CAS
558
Coppell Advisory Solutions
Texas
$27.1K +$11.5K +444 +73%
TCG
559
Transcendent Capital Group
Oklahoma
$27.1K +$1.55K +60 +6%
FWM
560
FLP Wealth Management
Arkansas
$25.8K +$25.8K +997 New
PC
561
Promus Capital
Illinois
$23.9K +$23.9K +926 New
National Bank of Canada
562
National Bank of Canada
Quebec, Canada
$23.8K +$23K +890 +2,967%
BWL
563
Bogart Wealth LLC
Virginia
$22.2K -$3.05K -118 -12%
WTFG
564
Wood Tarver Financial Group
Idaho
$22K +$22K +855 New
BFPW
565
BOK Financial Private Wealth
Colorado
$20.3K – – –
WAG
566
Windsor Advisory Group
Ohio
$19.5K +$19.5K +754 New
AIP
567
Ameritas Investment Partners
Nebraska
$19.1K +$5.22K +202 +38%
DAM
568
Delta Asset Management
Tennessee
$18.9K – – –
SMA
569
Sage Mountain Advisors
Georgia
$17.7K -$878 -34 -5%
RFG
570
REAP Financial Group
Texas
$17.3K +$1.5K +58 +9%
MG
571
MilWealth Group
Wisconsin
$17K +$17K +658 New
Manulife (Manufacturers Life Insurance)
572
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16K +$16K +621 New
KFP
573
Keener Financial Planning
Texas
$16K +$7.85K +316 +96%
State Farm Mutual Automobile Insurance
574
State Farm Mutual Automobile Insurance
Illinois
$16K +$16K +618 New
DCM
575
Davis Capital Management
Florida
$15.3K +$491 +19 +3%
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