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Schwab US TIPS ETF
SCHP

Overview Fund Activity

643 hedge funds and large institutions have $7.6B invested in Schwab US TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 227 increasing their positions, 256 reducing their positions, and 67 closing their positions.

Holders
643
Holders Change
-18
Holders Change %
-2.72%
% of All Funds
9.32%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.74%
New
58
Increased
227
Reduced
256
Closed
67
Calls
$6.17M
Puts
$250K
Net Calls
+$5.92M
Net Calls Change
-$289K

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$831M
2
EW
2
Evoke Wealth
California
$138M
3
NL
3
NEPC LLC
Massachusetts
$135M
4
JRP
4
Jasper Ridge Partners
California
$174M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$31.2M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$165M
2
Franklin Resources
2
Franklin Resources
California
$11M
3
QCM
3
Quadratic Capital Management
Connecticut
$640M
4
Goldman Sachs
4
Goldman Sachs
New York
$215M
5
Morgan Stanley
5
Morgan Stanley
New York
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
626
Cornerstone Planning Group
New Jersey
$2.47K -$4.12K -160 -63%
WAG
627
Wiser Advisor Group
Arizona
$2.36K – – –
WTC
628
WhitTier Trust Company
Nevada
$2.03K – – –
DFA
629
DHJJ Financial Advisors
Illinois
$1.63K – – –
TRCT
630
Tower Research Capital (TRC)
New York
$1.62K – – –
GWM
631
Geneos Wealth Management
Colorado
$1.57K -$9.03K -346 -85%
RP
632
Rice Partnership
Hawaii
$1.51K +$1.51K +58 New
CSC
633
Caldwell Sutter Capital
California
$1.41K – – –
EW
634
Element Wealth
Mississippi
$1.3K – – –
FMP
635
Financial Management Professionals
Texas
$1K – – –
CA
636
Centerpoint Advisors
Massachusetts
$1K – – –
NG
637
NWK Group
California
$965 – – –
IPW
638
Impact Partnership Wealth
Georgia
$939 – – –
GWSA
639
Global Wealth Strategies & Associates
Colorado
$887 +$887 +34 New
NC
640
NewSquare Capital
Pennsylvania
$782 – – –
AFWM
641
Abich Financial Wealth Management
Virginia
$782 – – –
MFT
642
Moisand Fitzgerald Tamayo
Florida
$418 – – –
PAM
643
Palisade Asset Management
Minnesota
$209 +$209 +8 New
NB
644
NBT Bank
New York
$104 – – –
DJSG
645
D.J. St. Germain
Massachusetts
$60 +$60 +2 New
BWA
646
BlueSky Wealth Advisors
North Carolina
– -$31.4M -1,202,654 Closed
ARIS
647
Advanced Research Investment Solutions
California
– -$13.7M -525,314 Closed
FTUS
648
Flow Traders U.S.
New York
– -$7.7M -295,142 Closed
CFG
649
Citizens Financial Group
Rhode Island
– -$7.56M -289,766 Closed
Jane Street
650
Jane Street
New York
– -$4.72M -180,836 Closed
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