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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 %
ONB
676
Old National Bancorp
Indiana
– -$344K -13,192 Closed
CA
677
CoreCap Advisors
Michigan
– -$341K -13,090 Closed
PI
678
PFG Investments
New York
– -$339K -12,980 Closed
AWM
679
Aprio Wealth Management
Georgia
– -$329K -12,600 Closed
IAA
680
Independent Advisor Alliance
North Carolina
– -$321K -12,310 Closed
SS
681
Sound Stewardship
Kansas
– -$268K -10,270 Closed
BWM
682
Buska Wealth Management
Wisconsin
– -$261K -10,006 Closed
KeyBank National Association
683
KeyBank National Association
Ohio
– -$245K -9,410 Closed
SFS
684
Strategic Financial Services
New York
– -$243K -9,336 Closed
CWM
685
Concentric Wealth Management
California
– -$240K -9,200 Closed
GVAG
686
Great Valley Advisor Group
Delaware
– -$237K -9,068 Closed
ML
687
Mayport LLC
Massachusetts
– -$224K -8,600 Closed
PFGIA
688
Patriot Financial Group Insurance Agency
Massachusetts
– -$222K -8,496 Closed
AFA
689
Arlington Financial Advisors
California
– -$211K -8,072 Closed
LEFP
690
Leading Edge Financial Planning
Tennessee
– -$210K -8,070 Closed
Fisher Asset Management
691
Fisher Asset Management
Washington
– -$203K -7,792 Closed
FWM
692
Focused Wealth Management
New York
– -$200K -7,676 Closed
FFWA
693
FRG Family Wealth Advisors
Washington
– -$138K -5,400 Closed
FSWA
694
Financial Synergies Wealth Advisors
Texas
– -$60.1K -2,304 Closed
VL
695
Vima LLC
Michigan
– -$33.2K -1,240 Closed
Barclays
696
Barclays
United Kingdom
– -$31K -1,200 Closed
T
697
Tidemark
California
– -$19.7K -754 Closed
LWA
698
Lowe Wealth Advisors
Maryland
– -$18.4K -704 Closed
BL
699
Balentine LLC
Georgia
– -$17.7K -680 Closed
EL
700
EMFO LLC
Florida
– -$11.1K -428 Closed
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