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Schwab US TIPS ETF
SCHP

Overview Fund Activity

649 hedge funds and large institutions have $8.06B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 243 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.44%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
0.84%
New
83
Increased
243
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.09B
2
LNC
Lincoln National Corp
Pennsylvania
$213M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$443M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$878M
5
GP
Greenline Partners
New York
$45.3M

Top Sellers

1
EW
Evoke Wealth
California
$416K
2
QCM
Quadratic Capital Management
Connecticut
$527M
3
Goldman Sachs
Goldman Sachs
New York
$135M
4
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
576
WR Wealth Planners
Missouri
$13.4K -$415 -16 -3%
RWPA
577
Richard W. Paul & Associates
Michigan
$13.4K +$4.94K +190 +59%
OSAM
578
O'Shaughnessy Asset Management
Connecticut
$13K -$350K -13,470 -96%
KFP
579
Keener Financial Planning
Texas
$12K – – –
TFGT
580
TS Financial Group (TSFG)
Illinois
$12K – – –
DWS
581
Dynamic Wealth Strategies
California
$12K – – –
RIA
582
Realta Investment Advisors
Delaware
$11.1K +$52 +2 +0.5%
KFI
583
Key Financial Inc
Pennsylvania
$11.1K – – –
TAM
584
Townsend Asset Management
North Carolina
$10.7K – – –
BF
585
BOK Financial
Oklahoma
$10.4K – – –
CA
586
Crewe Advisors
Utah
$10.2K -$1.97K -76 -16%
CAM
587
Creekmur Asset Management
Illinois
$8.76K +$104 +4 +1%
TF
588
Tompkins Financial
New York
$8.74K -$624 -24 -7%
AIC
589
Archer Investment Corporation
Indiana
$8.47K -$1.77K -68 -17%
KB
590
Kimelman & Baird
New York
$8.17K +$8.17K +314 New
SIS
591
Sound Income Strategies
Florida
$8.11K -$1.61K -62 -17%
CCP
592
Clarkston Capital Partners
Michigan
$8.06K – – –
AW
593
Avion Wealth
Texas
$8K – – –
SFC
594
Strategic Financial Concepts
Texas
$7.96K +$7.82K +819,232 +5,366%
CA
595
Clearstead Advisors
Ohio
$7.65K +$4.11K +158 +116%
SSB
596
Sandy Spring Bank
Maryland
$7.28K – – –
GI
597
Gradient Investments
Minnesota
$7.07K +$2.5K +96 +55%
MHR
598
Matthew Hamilton Rosenberg
$7.07K +$7.07K +274 New
AA
599
AlphaMark Advisors
Kentucky
$7K -$5.07K -200 -42%
CPG
600
Cornerstone Planning Group
New Jersey
$6.89K +$4.34K +164 +171%
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