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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
NC
651
NewSquare Capital
Pennsylvania
$780
FHC
652
First Heartland Consultants
Missouri
$697 +$693K +26,812 New
MWA
653
MFA Wealth Advisors
Pennsylvania
$553 +$569 +22 New
MFT
654
Moisand Fitzgerald Tamayo
Florida
$417
GJWM
655
Gilliland Jeter Wealth Management
Arkansas
$312 +$310 +12 New
SWA
656
SOA Wealth Advisors
New York
$208 -$2.74K -106 -93%
SIS
657
Strategic Investment Solutions
Illinois
$158 +$155 +6 New
DJSG
658
D.J. St. Germain
Massachusetts
$61
CSIA
659
Charles Schwab Investment Advisory
California
-$935M -35,839,060 Closed
1832 Asset Management
660
1832 Asset Management
Ontario, Canada
-$17.7M -678,088 Closed
MWM
661
Merriman Wealth Management
Washington
-$5.86M -224,676 Closed
FA
662
Fagan Associates
New York
-$5.19M -199,036 Closed
OFS
663
OneAscent Financial Services
Alabama
-$3.67M -140,846 Closed
Allspring Global Investments
664
Allspring Global Investments
North Carolina
-$3.52M -134,972 Closed
EAM
665
Empirical Asset Management
Massachusetts
-$176K -129,380 Closed
Macquarie Group
666
Macquarie Group
Australia
-$2.72M -104,150 Closed
BA
667
Bridge Advisory
California
-$1.94M -74,506 Closed
GC
668
Gilbert & Cook
Iowa
-$1.24M -47,682 Closed
IPW
669
Intergy Private Wealth
Colorado
-$819K -31,422 Closed
CBFP
670
Cedar Brook Financial Partners
Ohio
-$722K -27,694 Closed
CSPAM
671
Cary Street Partners Asset Management
Virginia
-$616K -23,632 Closed
MGW
672
MB Generational Wealth
Washington
-$183K -22,858 Closed
PS
673
Portfolio Strategies
New York
-$488K -18,712 Closed
Citadel Advisors
674
Citadel Advisors
Florida
-$440K -17,018 Closed
PBF
675
Petix & Botte Financial
California
-$436K -16,724 Closed

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.