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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 %
HDIM
701
Hanson & Doremus Investment Management
Vermont
– -$14K -538 Closed
CPG
702
Cornerstone Planning Group
New Jersey
– -$6.84K -520 Closed
DWS
703
Dynamic Wealth Strategies
California
– -$13K -478 Closed
BSB
704
Bangor Savings Bank
Maine
– -$12.7K -474 Closed
CA
705
Crewe Advisors
Utah
– -$10.2K -382 Closed
GWM
706
GSB Wealth Management
Connecticut
– -$10K -374 Closed
PS
707
Planned Solutions
California
– -$9.44K -352 Closed
MSG
708
Main Street Group
Virginia
– -$6.38K -238 Closed
PMFA
709
Plante Moran Financial Advisors
Michigan
– -$5.85K -218 Closed
PCMC
710
Private Capital Management (Colorado)
Colorado
– -$5.79K -216 Closed
MAM
711
Marquette Asset Management
Minnesota
– -$5.42K -202 Closed
FHA
712
First Horizon Advisors
Tennessee
– -$4.79K -178 Closed
CSB
713
City State Bank
Iowa
– -$4.45K -166 Closed
NFA
714
Northwest Financial Advisors
Virginia
– -$4.27K -160 Closed
EB
715
Eastern Bank
Massachusetts
– -$4.29K -160 Closed
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
– -$4.08K -152 Closed
AWA
717
Alaska Wealth Advisors
Alaska
– -$3.27K -122 Closed
FWP
718
FAS Wealth Partners
Kansas
– -$2.41K -90 Closed
HGA
719
Hobbs Group Advisors
South Carolina
– -$1.27K -48 Closed
NC
720
NewSquare Capital
Pennsylvania
– -$804 -30 Closed
MWA
721
MFA Wealth Advisors
Pennsylvania
– -$463 -18 Closed
OSAM
722
O'Shaughnessy Asset Management
Connecticut
– -$212 -16 Closed
GSEP
723
Golden State Equity Partners
California
– -$268 -10 Closed
SIS
724
Strategic Investment Solutions
Illinois
– -$161 -6 Closed
AWM
725
Abound Wealth Management
Tennessee
– -$108 -4 Closed
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