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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 %
GK
626
Graney & King
New York
$2.2K +$2.2K +85 New
WTC
627
WhitTier Trust Company
Nevada
$2.01K – – –
FMII
628
Farmers & Merchants Investments Inc
Nebraska
$1.76K – – –
DFA
629
DHJJ Financial Advisors
Illinois
$1.61K – – –
TRCT
630
Tower Research Capital (TRC)
New York
$1.6K -$2.69K -104 -63%
BTI
631
Blue Trust Inc
Georgia
$1.5K -$3.82K -148 -72%
UCB
632
United Community Bank
South Carolina
$1.45K +$1.45K +56 New
CSC
633
Caldwell Sutter Capital
California
$1.4K – – –
ATS
634
Ashton Thomas Securities
New York
$1.29K – – –
EW
635
Element Wealth
Mississippi
$1.29K – – –
ICCON
636
Investment Counsel Company of Nevada
Nevada
$1.29K +$1.29K +50 New
MG
637
Mather Group
Illinois
$982 -$20.1K -776 -95%
NG
638
NWK Group
California
$961 -$26 -1 -3%
HIA
639
Harbor Investment Advisory
Maryland
$827 -$28.2K -1,092 -97%
NCM
640
Northwest Capital Management
Oregon
$680 -$25.6K -978 -97%
MAS
641
MPWM Advisory Solutions
Georgia
$672 +$672 +26 New
FMP
642
Financial Management Professionals
Texas
$620 – – –
AG
643
AmeriFlex Group
Nevada
$575 +$575 +22 New
SFG
644
Stonebridge Financial Group
Pennsylvania
$491 +$491 +19 New
VHAM
645
Van Hulzen Asset Management
California
$465 +$465 +18 New
MFT
646
Moisand Fitzgerald Tamayo
Florida
$414 – – –
LCM
647
Logan Capital Management
Pennsylvania
$412 +$412 +16 New
LIS
648
Legacy Investment Solutions
Idaho
$315 +$315 +12 New
LWMI
649
Legacy Wealth Management (Idaho)
Idaho
$315 +$315 +12 New
SWA
650
SOA Wealth Advisors
New York
$310 +$103 +4 +50%
24 25
26
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