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Schwab US TIPS ETF
SCHP

Overview Fund Activity

643 hedge funds and large institutions have $7.6B invested in Schwab US TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 227 increasing their positions, 256 reducing their positions, and 67 closing their positions.

Holders
643
Holders Change
-18
Holders Change %
-2.72%
% of All Funds
9.32%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.74%
New
58
Increased
227
Reduced
256
Closed
67
Calls
$6.17M
Puts
$250K
Net Calls
+$5.92M
Net Calls Change
-$289K

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$831M
2
EW
2
Evoke Wealth
California
$138M
3
NL
3
NEPC LLC
Massachusetts
$135M
4
JRP
4
Jasper Ridge Partners
California
$174M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$31.2M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$165M
2
Franklin Resources
2
Franklin Resources
California
$11M
3
QCM
3
Quadratic Capital Management
Connecticut
$640M
4
Goldman Sachs
4
Goldman Sachs
New York
$215M
5
Morgan Stanley
5
Morgan Stanley
New York
$73.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SLI
51
Sumitomo Life Insurance
Japan
$23.7M 915,600 +284,000 +45%
Creative Planning
52
Creative Planning
Kansas
$23.3M 892,720 -82,002 -8%
NL
53
Navalign LLC
California
$22.4M 859,650 +122,150 +17%
WCWM
54
Willow Creek Wealth Management
California
$21.1M 807,132 +98,250 +14%
MFGP
55
Marshall Financial Group (Pennsylvania)
Pennsylvania
$20.7M 793,842 +46,110 +6%
WCWM
56
Wooster Corthell Wealth Management
Connecticut
$19.7M 755,878 +20,232 +3%
CWA
57
Carolina Wealth Advisors
South Carolina
$19.6M 752,064 +48,478 +7%
KBFS
58
Kohmann Bosshard Financial Services
Ohio
$18.1M 692,518 +249,662 +56%
CCFCSB
59
Cape Cod Five Cents Savings Bank
Massachusetts
$17.9M 687,612 +34,644 +5%
LJAC
60
L.J. Altfest & Co
New York
$17.8M 682,302 +206,272 +43%
1832 Asset Management
61
1832 Asset Management
Ontario, Canada
$17.7M 678,088 – –
FM
62
Foster & Motley
Ohio
$17.5M 670,456 +77,456 +13%
AWM
63
Avior Wealth Management
Nebraska
$17.5M 669,376 +44,620 +7%
Financial Engines Advisors
64
Financial Engines Advisors
California
$16.7M 640,482 -14,816 -2%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$16.6M 636,380 +312,596 +97%
Principal Financial Group
66
Principal Financial Group
Iowa
$16M 612,430 +59,500 +11%
AIP
67
Almanack Investment Partners
Pennsylvania
$15.7M 602,672 +486,080 +417%
AMG
68
Asset Management Group
Connecticut
$15M 574,440 -4,100 -0.7%
SPIA
69
Steward Partners Investment Advisory
New York
$14.3M 547,096 +84,714 +18%
MIS
70
Morningstar Investment Services
Illinois
$14.1M 540,148 -545,312 -50%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$13.6M 523,288 +31,296 +6%
SFG
72
Sage Financial Group
Pennsylvania
$13M 498,512 +1,402 +0.3%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$12.5M 479,050 -55,668 -10%
PFM
74
Peak Financial Management
Massachusetts
$12.3M 469,762 +7,742 +2%
MAM
75
Marotta Asset Management
Virginia
$12.2M 469,540 +18,674 +4%
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