Schwab US TIPS ETF
SCHP
663 hedge funds and large institutions have $7.85B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 176 increasing their positions, 299 reducing their positions, and 63 closing their positions.
1,673% more call options, than puts
Call options by funds: $6.58M | Put options by funds: $371K
83% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 63
10.87% more ownership
Funds ownership: 134.47% → 145.34% (+11%)
8% more funds holding
Funds holding: 615 → 663 (+48)
1% more capital invested
Capital invested by funds: $7.75B → $7.85B (+$99.8M)
2% less funds holding in top 10
Funds holding in top 10: 51 → 50 (-1)
41% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 299
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$522M |
| 2 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
+$129M |
| 3 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
+$100M |
| 4 |
Morgan Stanley
New York
|
+$70.1M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
+$48.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
-$210M |
| 2 |
JP Morgan Chase
New York
|
-$116M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$66.2M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$49M |
| 5 |
NC
NinePointTwo Capital
Los Angeles,
California
|
-$29.9M |
SCHP Hedge Fund Activity: Q4 2023 in Review
663 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q4 2023, worth a combined $7.85B — up 1.3% from $7.75B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new SCHP positions and 63 closed out — a net gain of 52 holders — while 176 added to existing stakes and 299 trimmed.
The largest buyer was Cerity Partners, adding an estimated $522M. The largest seller was Evoke Wealth, cutting an estimated $210M.
- 663 institutional investors held Schwab US TIPS ETF (SCHP) as of Q4 2023, up from 615 in Q3 2023.
- Funds reported $7.85B of Schwab US TIPS ETF stock for Q4 2023, up 1.3% quarter-over-quarter.
- 115 funds opened new Schwab US TIPS ETF positions in Q4 2023 and 63 closed out, a net change of +52 holders.
- The largest Schwab US TIPS ETF buyer in Q4 2023 was Cerity Partners, an estimated $522M added.
- The largest Schwab US TIPS ETF seller in Q4 2023 was Evoke Wealth, an estimated $210M sold.
Based on aggregated 13F filings for Q4 2023.