SCHP icon

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 %
Allianz Asset Management
651
Allianz Asset Management
Germany
– -$4.58M -175,400 Closed
Renaissance Technologies
652
Renaissance Technologies
New York
– -$3.94M -151,000 Closed
ARC
653
Advisor Resource Council
Texas
– -$2.31M -88,640 Closed
KOC
654
Koss-Olinger Consulting
Florida
– -$1.95M -74,748 Closed
WWM
655
Western Wealth Management
Colorado
– -$1.69M -64,674 Closed
TSS
656
Two Sigma Securities
New York
– -$1.4M -53,646 Closed
FCI
657
Financial Counselors Inc
Kansas
– -$905K -34,676 Closed
FPAS
658
Focus Partners Advisor Solutions
Missouri
– -$790K -30,250 Closed
CRWM
659
Castle Rock Wealth Management
California
– -$618K -23,834 Closed
SA
660
Scarborough Advisors
Maryland
– -$498K -19,098 Closed
Millennium Management
661
Millennium Management
New York
– -$460K -17,622 Closed
SWP
662
Significant Wealth Partners
Illinois
– -$449K -17,216 Closed
MOS
663
MGO One Seven
Ohio
– -$436K -16,712 Closed
CE
664
Cornerstone Enterprises
Wisconsin
– -$391K -14,992 Closed
MFG
665
MidWestOne Financial Group
Iowa
– -$289K -11,084 Closed
CW
666
CIC Wealth
Maryland
– -$264K -10,116 Closed
PAS
667
Park Avenue Securities
New York
– -$258K -9,894 Closed
FA
668
Fiducient Advisors
Illinois
– -$232K -8,900 Closed
OW
669
Olistico Wealth
Oklahoma
– -$217K -8,300 Closed
BBWP
670
Beacon Bridge Wealth Partners
Pennsylvania
– -$216K -8,266 Closed
FVWA
671
Foster Victor Wealth Advisors
South Carolina
– -$215K -8,258 Closed
CPRC
672
Consolidated Portfolio Review Corp
New York
– -$207K -7,938 Closed
WIP
673
WealthCare Investment Partners
Rhode Island
– -$201K -7,728 Closed
CFS
674
Cannon Financial Strategists
Georgia
– -$200K -7,676 Closed
PWM
675
PBMares Wealth Management
Virginia
– -$200K -7,674 Closed
25 26
27
28 29