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Schwab US TIPS ETF
SCHP

Overview Fund Activity

652 hedge funds and large institutions have $8.09B invested in Schwab US TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+21
Holders Change %
+3.33%
% of All Funds
8.68%
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
247
Reduced
227
Closed
72
Calls
$2.72M
Puts
–
Net Calls
+$2.72M
Net Calls Change
-$191K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$574M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$402M
3
Empower Advisory Group
Empower Advisory Group
Colorado
$989M
4
NL
NEPC LLC
Massachusetts
$197M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$103M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$33.8M
2
QCM
Quadratic Capital Management
Connecticut
$368M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$498M
4
Goldman Sachs
Goldman Sachs
New York
$65.9M
5
SAM
Simplify Asset Management
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
576
CIBC Private Wealth Group
Georgia
$15K -$373K -14,465 -96%
NP
577
NorthRock Partners
Minnesota
$14.5K -$61.5K -2,381 -81%
GPFA
578
Game Plan Financial Advisors
Ohio
$14.2K – – –
CP
579
Castleview Partners
Texas
$13.8K -$2.25K -87 -14%
RWPA
580
Richard W. Paul & Associates
Michigan
$13.3K – – –
HPC
581
HM Payson & Co
Maine
$12.9K +$12.9K +500 New
PS
582
Pinney & Scofield
Massachusetts
$12.8K +$12.8K +494 New
KFI
583
Key Financial Inc
Pennsylvania
$12.1K +$1.14K +44 +10%
WWP
584
WR Wealth Planners
Missouri
$11.3K -$594 -23 -5%
AC
585
AlphaCore Capital
California
$11.1K -$12.1K -468 -52%
TAM
586
Townsend Asset Management
North Carolina
$10.6K – – –
BF
587
BOK Financial
Oklahoma
$10.2K – – –
LDB
588
Lee, Danner & Bass
Tennessee
$9.75K +$9.75K +378 New
RCA
589
Runnymede Capital Advisors
Ohio
$9.56K +$9.56K +370 New
RFA
590
Reyes Financial Architecture
California
$9.09K +$9.09K +352 New
CAM
591
Creekmur Asset Management
Illinois
$8.83K +$52 +2 +0.6%
PA
592
Pineridge Advisors
Missouri
$8.63K +$4.18K +162 +94%
AIC
593
Archer Investment Corporation
Indiana
$8.55K +$78 +3 +0.9%
KB
594
Kimelman & Baird
New York
$8.11K – – –
MA
595
Modus Advisors
Minnesota
$8.09K +$8.09K +313 New
CCP
596
Clarkston Capital Partners
Michigan
$8.01K – – –
AW
597
Avion Wealth
Texas
$8K – – –
WWM
598
Wagner Wealth Management
South Carolina
$7.77K +$1.99K +77 +34%
CA
599
Clearstead Advisors
Ohio
$7.65K – – –
SSB
600
Sandy Spring Bank
Maryland
$7.23K -$25.3K -980 -78%
22 23
24
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