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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 %
Vontobel Holding
676
Vontobel Holding
Switzerland
– -$274K -10,220 Closed
SW
677
Simplicity Wealth
New Jersey
– -$269K -10,032 Closed
AWM
678
Axxcess Wealth Management
California
– -$267K -9,946 Closed
CWS
679
Cypress Wealth Services
California
– -$247K -9,220 Closed
CAAS
680
Capital Asset Advisory Services
Michigan
– -$243K -9,146 Closed
RWI
681
Red Wave Investments
Pennsylvania
– -$240K -8,946 Closed
BRWA
682
B. Riley Wealth Advisors
Florida
– -$236K -8,798 Closed
CAM
683
Cresset Asset Management
Illinois
– -$223K -8,334 Closed
NAM
684
NorthCrest Asset Manangement
Minnesota
– -$223K -8,314 Closed
FAM
685
Formidable Asset Management
Ohio
– -$219K -8,166 Closed
LRIA
686
Leonard Rickey Investment Advisors
Washington
– -$218K -8,114 Closed
VFPW
687
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$207K -7,724 Closed
LIA
688
LBMC Investment Advisors
Tennessee
– -$205K -7,634 Closed
OFA
689
Onyx Financial Advisors
Idaho
– -$205K -7,634 Closed
WCM
690
WealthBridge Capital Management
Ohio
– -$203K -7,580 Closed
MYIA
691
Mount Yale Investment Advisors
Colorado
– -$202K -7,516 Closed
AAM
692
Advisors Asset Management
Colorado
– -$110K -4,092 Closed
HT
693
Headlands Technologies
Illinois
– -$101K -3,768 Closed
CPA
694
Capital Performance Advisors
California
– -$63.4K -2,364 Closed
CT
695
Clearstead Trust
Maine
– -$53.6K -2,000 Closed
CIM
696
Contravisory Investment Management
Massachusetts
– -$50K -1,864 Closed
RCM
697
Richardson Capital Management
Wisconsin
– -$23K -856 Closed
ADL
698
Asset Dedication LLC
California
– -$20.5K -764 Closed
HGERS
699
Householder Group Estate & Retirement Specialist
Arizona
– -$18K -682 Closed
SIC
700
SJS Investment Consulting
Ohio
– -$17.1K -638 Closed
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