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Schwab US TIPS ETF
SCHP

Overview Fund Activity

631 hedge funds and large institutions have $7.4B invested in Schwab US TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 244 increasing their positions, 229 reducing their positions, and 63 closing their positions.

Holders
631
Holders Change
-18
Holders Change %
-2.77%
% of All Funds
9.13%
Holding in Top 10
54
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.9%
% of All Funds
0.78%
New
53
Increased
244
Reduced
229
Closed
63
Calls
$2.98M
Puts
$70K
Net Calls
+$2.91M
Net Calls Change
-$153K

Top Buyers

1
EW
1
Evoke Wealth
California
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$535M
3
QCM
3
Quadratic Capital Management
Connecticut
$613M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$951M
5
Cerity Partners
5
Cerity Partners
New York
$210M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
US Bancorp
2
US Bancorp
Minnesota
$45.9M
3
SLI
3
Sumitomo Life Insurance
Japan
$4.01M
4
SFC
4
Strategic Financial Concepts
Texas
$460K
5
AssetMark Inc
5
AssetMark Inc
California
$22.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GSEP
626
Golden State Equity Partners
California
$268 5 +5 New
SWA
627
SOA Wealth Advisors
New York
$215 4 – –
OSAM
628
O'Shaughnessy Asset Management
Connecticut
$212 8 -241 -97%
SIS
629
Strategic Investment Solutions
Illinois
$161 3 – –
DWM
630
Darwin Wealth Management
Florida
$161 3 +3 New
AWM
631
Abound Wealth Management
Tennessee
$108 2 +2 New
DJSG
632
D.J. St. Germain
Massachusetts
$63 1 – –
LFA
633
LGT Financial Advisors
Texas
$41 1 -679 -100%
Charles Schwab
634
Charles Schwab
California
– – -20,986,803 Closed
WFS
635
Walker Financial Services
Kentucky
– – -242,499 Closed
APW
636
Austin Private Wealth
Texas
– – -117,824 Closed
MAM
637
Madison Asset Management
Wisconsin
– – -102,959 Closed
Kovitz Investment Group Partners
638
Kovitz Investment Group Partners
Illinois
– – -47,968 Closed
OAP
639
One Advisory Partners
Kansas
– – -46,419 Closed
SW
640
SVB Wealth
Massachusetts
– – -31,423 Closed
Jane Street
641
Jane Street
New York
– – -29,984 Closed
NA
642
Nottingham Advisors
New York
– – -25,291 Closed
OFG
643
Oxford Financial Group
Indiana
– – -23,220 Closed
CWM
644
Circle Wealth Management
New Jersey
– – -20,744 Closed
SFS
645
Security Financial Services
Indiana
– – -19,955 Closed
CA
646
Claro Advisors
Massachusetts
– – -19,760 Closed
HWA
647
Heritage Wealth Advisors
Virginia
– – -12,900 Closed
CAM
648
Cobblestone Asset Management
Virginia
– – -8,348 Closed
AWM
649
Avaii Wealth Management
Wisconsin
– – -8,226 Closed
BS
650
Banco Santander
Spain
– – -8,080 Closed
24 25
26
27 28