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Schwab US TIPS ETF
SCHP

Overview Fund Activity

649 hedge funds and large institutions have $8.06B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 243 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.44%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
0.84%
New
83
Increased
243
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.09B
2
LNC
Lincoln National Corp
Pennsylvania
$213M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$443M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$878M
5
GP
Greenline Partners
New York
$45.3M

Top Sellers

1
EW
Evoke Wealth
California
$416K
2
QCM
Quadratic Capital Management
Connecticut
$527M
3
Goldman Sachs
Goldman Sachs
New York
$135M
4
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
651
SOA Wealth Advisors
New York
$208 -$2.76K -106 -93%
SIS
652
Strategic Investment Solutions
Illinois
$158 +$158 +6 New
DJSG
653
D.J. St. Germain
Massachusetts
$61 – – –
CSIA
654
Charles Schwab Investment Advisory
California
– -$935M -35,839,060 Closed
1832 Asset Management
655
1832 Asset Management
Ontario, Canada
– -$17.7M -678,088 Closed
MWM
656
Merriman Wealth Management
Washington
– -$5.86M -224,676 Closed
FA
657
Fagan Associates
New York
– -$5.19M -199,036 Closed
OFS
658
OneAscent Financial Services
Alabama
– -$3.67M -140,846 Closed
Allspring Global Investments
659
Allspring Global Investments
North Carolina
– -$3.52M -134,972 Closed
EAM
660
Empirical Asset Management
Massachusetts
– -$176K -129,380 Closed
Macquarie Group
661
Macquarie Group
Australia
– -$2.72M -104,150 Closed
BA
662
Bridge Advisory
California
– -$1.94M -74,506 Closed
GC
663
Gilbert & Cook
Iowa
– -$1.24M -47,682 Closed
IPW
664
Intergy Private Wealth
Colorado
– -$819K -31,422 Closed
CBFP
665
Cedar Brook Financial Partners
Ohio
– -$722K -27,694 Closed
CSPAM
666
Cary Street Partners Asset Management
Virginia
– -$616K -23,632 Closed
MGW
667
MB Generational Wealth
Washington
– -$183K -22,858 Closed
PS
668
Portfolio Strategies
New York
– -$488K -18,712 Closed
Citadel Advisors
669
Citadel Advisors
Florida
– -$444K -17,018 Closed
PBF
670
Petix & Botte Financial
California
– -$436K -16,724 Closed
KFP
671
KMG Fiduciary Partners
Ohio
– -$393K -15,070 Closed
DP
672
Denver PWM
Colorado
– -$385K -14,862 Closed
VFPW
673
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$386K -14,804 Closed
HWM
674
HB Wealth Management
Georgia
– -$378K -14,480 Closed
PA
675
Prism Advisors
California
– -$360K -13,808 Closed
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