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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
AA
51
Advisory Alpha
Michigan
$25.1M +$4.96K +192 +0%
WCWM
52
Willow Creek Wealth Management
California
$24.2M +$3.15M +121,948 +15%
SC
53
Savant Capital
Illinois
$24M -$867K -33,540 -4%
NL
54
Navalign LLC
California
$23.6M +$1.19M +46,080 +5%
LPL Financial
55
LPL Financial
California
$23.4M -$1.31M -50,512 -5%
Creative Planning
56
Creative Planning
Kansas
$21.8M -$1.38M -53,326 -6%
MFGP
57
Marshall Financial Group (Pennsylvania)
Pennsylvania
$20.8M +$145K +5,618 +0.7%
CWA
58
Carolina Wealth Advisors
South Carolina
$20.6M +$1.01M +39,146 +5%
WCWM
59
Wooster Corthell Wealth Management
Connecticut
$20M +$313K +12,100 +2%
HCC
60
Hirtle Callaghan & Co
Pennsylvania
$19.4M
Citigroup
61
Citigroup
New York
$18.5M -$8.72M -337,326 -32%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$18.5M +$1.96M +75,652 +12%
AWM
63
Avior Wealth Management
Nebraska
$18.4M +$988K +38,224 +6%
FM
64
Foster & Motley
Ohio
$18.3M +$816K +31,564 +5%
LJAC
65
L.J. Altfest & Co
New York
$18.1M +$395K +15,274 +2%
Financial Engines Advisors
66
Financial Engines Advisors
California
$16.7M +$82.6K +3,196 +0.5%
RF
67
Robinswood Financial
Washington
$16.7M +$183K +7,082 +1%
FA
68
FDx Advisors
Illinois
$16.3M +$11.4M +442,232 +241%
AMG
69
Asset Management Group
Connecticut
$15.1M +$119K +4,616 +0.8%
AIP
70
Almanack Investment Partners
Pennsylvania
$14.6M -$1.09M -42,086 -7%
KIM
71
Kestra Investment Management
Texas
$14.4M +$14.3M +553,108 New
RJFSA
72
Raymond James Financial Services Advisors
Florida
$14.2M +$628K +24,272 +5%
MIS
73
Morningstar Investment Services
Illinois
$13.5M -$565K -21,860 -4%
AFG
74
Altiora Financial Group
Ohio
$13.5M +$4.79M +185,368 +55%
SFG
75
Sage Financial Group
Pennsylvania
$13.3M +$328K +12,706 +3%

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.