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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 %
SIM
601
Synergy Investment Management
Florida
$7.13K +$7.13K +276 New
MHR
602
Matthew Hamilton Rosenberg
$7.08K – – –
AA
603
AlphaMark Advisors
Kentucky
$7K – – –
TF
604
Tompkins Financial
New York
$6.97K – – –
TC
605
Truvestments Capital
Florida
$6.97K +$5.48K +212 +366%
CFB
606
Cullen/Frost Bankers
Texas
$6.15K -$1.76K -68 -22%
HPIA
607
Hamilton Point Investment Advisors
North Carolina
$5.92K +$5.92K +229 New
TWM
608
Topsail Wealth Management
North Carolina
$5.79K +$5.79K +224 New
S
609
SignatureFD
Georgia
$5.73K +$1.96K +76 +52%
CPA
610
Cardiff Park Advisors
California
$5.58K – – –
OLVIG
611
Oliver Lagore Vanvalin Investment Group
Michigan
$5.58K +$2.74K +106 +96%
TAM
612
Tucker Asset Management
Colorado
$5.22K +$2.74K +106 +110%
RI
613
Ridgewood Investments
New Jersey
$5.17K – – –
FFA
614
Founders Financial Alliance
North Carolina
$5.03K +$26 +1 +0.5%
SAM
615
Synergy Asset Management
Washington
$4.4K +$4.4K +82 New
MFS
616
Mattson Financial Services
Michigan
$4.02K +$4.02K +75 New
HCM
617
Horrell Capital Management
Arkansas
$4K – – –
BNP Paribas Financial Markets
618
BNP Paribas Financial Markets
France
$3.75K +$336 +13 +10%
GWANC
619
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.57K +$3.57K +138 New
BLC
620
Brown, Lisle/Cummings
Rhode Island
$3.41K – – –
GSWM
621
Golden State Wealth Management
California
$3.05K +$3.05K +118 New
WCM
622
Winthrop Capital Management
Indiana
$3K +$3K +132 New
CSWM
623
Cassady Schiller Wealth Management
Ohio
$2.74K – – –
CAWM
624
Capital A Wealth Management
Pennsylvania
$2.51K +$2.51K +97 New
WAG
625
Wiser Advisor Group
Arizona
$2.4K +$26 +1 +1%
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