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 %
PGFC
676
Peapack-Gladstone Financial Corp
New Jersey
– -$200K -7,660 Closed
FCG
677
Financial Connections Group
California
– -$199K -7,650 Closed
EWA
678
EP Wealth Advisors
California
– -$197K -7,546 Closed
Simplex Trading
679
Simplex Trading
Illinois
– -$191K -7,328 Closed
OP
680
ORG Partners
Indiana
– -$156K -5,976 Closed
LF
681
Lee Financial
Texas
– -$114K -4,378 Closed
JFGIW
682
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$110K -4,200 Closed
AFG
683
Albion Financial Group
Utah
– -$99.2K -3,802 Closed
PWA
684
Provenance Wealth Advisors
Florida
– -$52.9K -2,026 Closed
TFG
685
Team Financial Group
California
– -$52.2K -2,000 Closed
AWM
686
Abound Wealth Management
Tennessee
– -$38.5K -1,474 Closed
DI
687
DAGCO Inc
Ohio
– -$30.1K -1,154 Closed
RIM
688
Rockbridge Investment Management
New York
– -$25.3K -970 Closed
FCA
689
FinTrust Capital Advisors
South Carolina
– -$24.7K -948 Closed
Bessemer Group
690
Bessemer Group
New Jersey
– -$21K -800 Closed
CWC
691
Carolinas Wealth Consulting
North Carolina
– -$16K -612 Closed
FFO
692
Fortitude Family Office
Arizona
– -$13.1K -502 Closed
MSWM
693
McGlone Suttner Wealth Management
Wisconsin
– -$11.1K -424 Closed
BWM
694
BKM Wealth Management
Wisconsin
– -$10.4K -400 Closed
AWM
695
Able Wealth Management
New Jersey
– -$9.08K -348 Closed
NFSG
696
Newbridge Financial Services Group
Florida
– -$8.2K -314 Closed
DF
697
Dunhill Financial
United Kingdom
– -$6.84K -262 Closed
HFS
698
Hantz Financial Services
Michigan
– -$5K -192 Closed
AWM
699
Aspire Wealth Management
Massachusetts
– -$4.68K -180 Closed
BCPWM
700
Bradley & Co Private Wealth Management
Florida
– -$4.28K -164 Closed
25 26 27
28
29