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Schwab US TIPS ETF

654 hedge funds and large institutions have $8.08B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 246 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,185% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $140K

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

13% more funds holding in top 10

Funds holding in top 10: 5259 (+7)

9.44% more ownership

Funds ownership: 136.09%145.52% (+9.4%)

6% more capital invested

Capital invested by funds: $7.61B → $8.08B (+$467M)

1% more funds holding

Funds holding: 646654 (+8)

0% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 245

Holders
654
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
9.45%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
0.85%
New
84
Increased
246
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
601
Gradient Investments
Minnesota
$7.07K +$2.48K +96 +55%
MHR
602
Matthew Hamilton Rosenberg
$7.07K +$7.08K +274 New
AA
603
AlphaMark Advisors
Kentucky
$7K -$5.17K -200 -42%
CPG
604
Cornerstone Planning Group
New Jersey
$6.88K +$4.24K +164 +171%
CT
605
Caldwell Trust
Florida
$6.76K +$6.72K +260 New
AIP
606
Ameritas Investment Partners
Nebraska
$6.24K
MSG
607
Main Street Group
Virginia
$6.07K +$103 +4 +2%
PMFA
608
Plante Moran Financial Advisors
Michigan
$5.67K -$5.53K -214 -50%
CPA
609
Cardiff Park Advisors
California
$5.62K
WAG
610
Wiser Advisor Group
Arizona
$5.56K +$3.21K +124 +138%
SFA
611
Semmax Financial Advisors
North Carolina
$5.5K +$5.38K +208 New
WWMSC
612
Wagner Wealth Management (South Carolina)
South Carolina
$5.25K +$931 +36 +22%
RI
613
Ridgewood Investments
New Jersey
$5.2K +$5.17K +200 New
FFA
614
Founders Financial Alliance
North Carolina
$5.04K
CSWG
615
Cardinal Strategic Wealth Guidance
Kentucky
$4.94K +$4.91K +190 New
BlackRock
616
BlackRock
New York
$4.84K +$1.81K +70 +60%
CNB
617
Camden National Bank
Maine
$4.84K +$4.81K +186 New
TRCT
618
Tower Research Capital (TRC)
New York
$4.73K +$3.1K +120 +194%
GLR
619
Great Lakes Retirement
Ohio
$4.64K +$4.6K +178 New
AC
620
AlphaCore Capital
California
$4.63K -$8.58K -332 -65%
FHA
621
First Horizon Advisors
Tennessee
$4.6K +$52 +2 +1%
OLVIG
622
Oliver Lagore Vanvalin Investment Group
Michigan
$4.58K -$1.4K -54 -23%
CFB
623
Cullen/Frost Bankers
Texas
$4.53K
MG
624
Mather Group
Illinois
$4.39K -$22.3K -862 -84%
HCM
625
Horrell Capital Management
Arkansas
$4K

SCHP Hedge Fund Activity: Q2 2024 in Review

654 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2024, worth a combined $8.08B — up 6.1% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SCHP positions and 64 closed out — a net gain of 20 holders — while 246 added to existing stakes and 245 trimmed.

The largest buyer was Charles Schwab, adding an estimated $948M. The largest seller was Evoke Wealth, cutting an estimated $137M.

  • 654 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2024, up from 646 in Q1 2024.
  • Funds reported $8.08B of Schwab US TIPS ETF stock for Q2 2024, up 6.1% quarter-over-quarter.
  • 84 funds opened new Schwab US TIPS ETF positions in Q2 2024 and 64 closed out, a net change of +20 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2024 was Charles Schwab, an estimated $948M added.
  • The largest Schwab US TIPS ETF seller in Q2 2024 was Evoke Wealth, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.