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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
KFP
676
KMG Fiduciary Partners
Ohio
-$393K -15,070 Closed
DP
677
Denver PWM
Colorado
-$385K -14,862 Closed
VFPW
678
Vantage Financial Partners (Wisconsin)
Wisconsin
-$386K -14,804 Closed
HWM
679
HB Wealth Management
Georgia
-$378K -14,480 Closed
PA
680
Prism Advisors
California
-$360K -13,808 Closed
ONB
681
Old National Bancorp
Indiana
-$344K -13,192 Closed
CA
682
CoreCap Advisors
Michigan
-$341K -13,090 Closed
PI
683
PFG Investments
New York
-$339K -12,980 Closed
AWM
684
Aprio Wealth Management
Georgia
-$329K -12,600 Closed
IAA
685
Independent Advisor Alliance
North Carolina
-$321K -12,310 Closed
SS
686
Sound Stewardship
Kansas
-$268K -10,270 Closed
BWM
687
Buska Wealth Management
Wisconsin
-$261K -10,006 Closed
KeyBank National Association
688
KeyBank National Association
Ohio
-$245K -9,410 Closed
SFS
689
Strategic Financial Services
New York
-$243K -9,336 Closed
CWM
690
Concentric Wealth Management
California
-$240K -9,200 Closed
GVAG
691
Great Valley Advisor Group
Delaware
-$237K -9,068 Closed
ML
692
Mayport LLC
Massachusetts
-$224K -8,600 Closed
PFGIA
693
Patriot Financial Group Insurance Agency
Massachusetts
-$222K -8,496 Closed
AFA
694
Arlington Financial Advisors
California
-$211K -8,072 Closed
LEFP
695
Leading Edge Financial Planning
Tennessee
-$210K -8,070 Closed
Fisher Asset Management
696
Fisher Asset Management
Washington
-$203K -7,792 Closed
FWM
697
Focused Wealth Management
New York
-$200K -7,676 Closed
FFWA
698
FRG Family Wealth Advisors
Washington
-$138K -5,400 Closed
FSWA
699
Financial Synergies Wealth Advisors
Texas
-$60.1K -2,304 Closed
VL
700
Vima LLC
Michigan
-$33.2K -1,240 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.