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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
ATPW
626
Ashton Thomas Private Wealth
Arizona
$3.85K +$3.83K +148 New
PA
627
Pineridge Advisors
Missouri
$3.73K -$1.34K -52 -27%
KFS
628
Kelly Financial Services
Massachusetts
$3.61K
PCMC
629
Private Capital Management (Colorado)
Colorado
$3.54K -$25.6K -990 -88%
BLC
630
Brown, Lisle/Cummings
Rhode Island
$3.43K
AWA
631
Alaska Wealth Advisors
Alaska
$3.17K -$155 -6 -5%
Simplex Trading
632
Simplex Trading
Illinois
$3K +$3.83K +148 New
BTI
633
Blue Trust Inc
Georgia
$2.9K
CSWM
634
Cassady Schiller Wealth Management
Ohio
$2.76K
LOIP
635
Live Oak Investment Partners
Texas
$2.55K
SMA
636
Sage Mountain Advisors
Georgia
$2.18K +$2.17K +84 New
IC
637
Innealta Capital
Texas
$2.08K +$2.07K +80 New
WTC
638
WhitTier Trust Company
Nevada
$2.03K
BIA
639
Bell Investment Advisors
California
$1.93K +$1.91K +74 New
FMII
640
Farmers & Merchants Investments Inc
Nebraska
$1.77K +$1.76K +68 New
LTI
641
Laffer Tengler Investments
Tennessee
$1.76K -$17.6K -682 -91%
DFA
642
DHJJ Financial Advisors
Illinois
$1.63K
WB
643
Webster Bank
Connecticut
$1.61K +$1.6K +62 New
GWM
644
Geneos Wealth Management
Colorado
$1.56K
CSC
645
Caldwell Sutter Capital
California
$1.4K
EW
646
Element Wealth
Mississippi
$1.3K
HGA
647
Hobbs Group Advisors
South Carolina
$1.22K +$1.19K +46 New
FMP
648
Financial Management Professionals
Texas
$1K
NG
649
NWK Group
California
$973 +$52 +2 +6%
AFWM
650
Abich Financial Wealth Management
Virginia
$780

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.