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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
Barclays
701
Barclays
United Kingdom
-$31.3K -1,200 Closed
T
702
Tidemark
California
-$19.7K -754 Closed
LWA
703
Lowe Wealth Advisors
Maryland
-$18.4K -704 Closed
BL
704
Balentine LLC
Georgia
-$17.7K -680 Closed
EL
705
EMFO LLC
Florida
-$11.1K -428 Closed
PH
706
Pinnacle Holdings
Oklahoma
-$10.5K -404 Closed
FCMT
707
Founders Capital Management (Texas)
Texas
-$10.1K -386 Closed
LF
708
LifeSteps Financial
California
-$8.97K -344 Closed
BFS
709
Bare Financial Services
Pennsylvania
-$6.82K -266 Closed
ACM
710
Anfield Capital Management
California
-$4.12K -158 Closed
TAM
711
Tucker Asset Management
Colorado
-$3.44K -132 Closed
MTIC
712
Missouri Trust & Investment Company
Missouri
-$3.02K -116 Closed
M
713
MOTCO
Texas
-$2.97K -114 Closed
WPWM
714
Western Pacific Wealth Management
Illinois
-$2.66K -102 Closed
RP
715
Rice Partnership
Hawaii
-$1.51K -58 Closed
IPW
716
Impact Partnership Wealth
Georgia
-$939 -36 Closed
GWSA
717
Global Wealth Strategies & Associates
Colorado
-$887 -34 Closed
CA
718
Centerpoint Advisors
Massachusetts
-$1K -20 Closed
PAM
719
Palisade Asset Management
Minnesota
-$209 -8 Closed
NB
720
NBT Bank
New York
-$104 -4 Closed
FCAS
721
First Command Advisory Services
Texas
+$2.43K +94 New

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.