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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 %
NMG
651
New Millennium Group
Utah
$207 +$207 +8 New
DWM
652
Darwin Wealth Management
Florida
$154 – – –
NS
653
NBC Securities
Alabama
$31 -$38.1K -1,229 -100%
DJSG
654
D.J. St. Germain
Massachusetts
$31 -$31 -1 -50%
LFA
655
LGT Financial Advisors
Texas
$14 -$41 -2 Closed
SAM
656
Simplify Asset Management
Nevada
– -$38.1M -1,420,902 Closed
CA
657
Cambridge Associates
Massachusetts
– -$5.86M -218,504 Closed
ACM
658
AlphaStar Capital Management
North Carolina
– -$4.97M -185,312 Closed
STA
659
Summit Trail Advisors
New York
– -$4.15M -154,862 Closed
OFP
660
OLIO Financial Planning
Virginia
– -$3.64M -139,410 Closed
MNBTD
661
Moody National Bank Trust Division
Texas
– -$2.42M -90,382 Closed
WWM
662
Western Wealth Management
Colorado
– -$1.9M -70,818 Closed
DAS
663
Dynamic Advisor Solutions
Arizona
– -$1.19M -44,526 Closed
WAM
664
Worth Asset Management
Texas
– -$911K -33,974 Closed
WP
665
WealthPLAN Partners
Nebraska
– -$584K -21,768 Closed
Prudential Financial
666
Prudential Financial
New Jersey
– -$562K -20,942 Closed
CIBC Asset Management
667
CIBC Asset Management
Ontario, Canada
– -$550K -20,500 Closed
MGIA
668
Moneta Group Investment Advisors
Missouri
– -$237K -17,644 Closed
IPA
669
Investment Planning Advisors
Georgia
– -$370K -14,236 Closed
HR
670
Hardy Reed
Mississippi
– -$354K -13,206 Closed
KCPG
671
Kavar Capital Partners Group
Kansas
– -$323K -12,034 Closed
MFG
672
Merit Financial Group
Georgia
– -$296K -11,036 Closed
CFA
673
CWS Financial Advisors
Michigan
– -$283K -10,560 Closed
MWM
674
Modern Wealth Management
Kansas
– -$275K -10,266 Closed
SS
675
Sound Stewardship
Kansas
– -$275K -10,240 Closed
25 26
27
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