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Schwab US TIPS ETF
SCHP

Overview Fund Activity

649 hedge funds and large institutions have $8.06B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 243 increasing their positions, 245 reducing their positions, and 64 closing their positions.

Holders
649
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.44%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
0.84%
New
83
Increased
243
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.09B
2
LNC
2
Lincoln National Corp
Pennsylvania
$213M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$443M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$878M
5
GP
5
Greenline Partners
New York
$45.3M

Top Sellers

1
EW
1
Evoke Wealth
California
$416K
2
QCM
2
Quadratic Capital Management
Connecticut
$527M
3
Goldman Sachs
3
Goldman Sachs
New York
$135M
4
AHSSHC
4
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.2M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Advisory Alpha
Michigan
$25.1M +$4.99K +192 +0%
WCWM
52
Willow Creek Wealth Management
California
$24.2M +$3.17M +121,948 +15%
SC
53
Savant Capital
Illinois
$24M -$872K -33,540 -4%
NL
54
Navalign LLC
California
$23.6M +$1.2M +46,080 +5%
LPL Financial
55
LPL Financial
California
$23.4M -$1.31M -50,512 -5%
Creative Planning
56
Creative Planning
Kansas
$21.8M -$1.39M -53,326 -6%
MFGP
57
Marshall Financial Group (Pennsylvania)
Pennsylvania
$20.8M +$146K +5,618 +0.7%
CWA
58
Carolina Wealth Advisors
South Carolina
$20.6M +$1.02M +39,146 +5%
WCWM
59
Wooster Corthell Wealth Management
Connecticut
$20M +$315K +12,100 +2%
HCC
60
Hirtle Callaghan & Co
Pennsylvania
$19.4M -$5.94M – –
Citigroup
61
Citigroup
New York
$18.5M -$8.77M -337,326 -32%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$18.5M +$1.97M +75,652 +12%
AWM
63
Avior Wealth Management
Nebraska
$18.4M +$994K +38,224 +6%
FM
64
Foster & Motley
Ohio
$18.3M +$821K +31,564 +5%
LJAC
65
L.J. Altfest & Co
New York
$18.1M +$397K +15,274 +2%
Financial Engines Advisors
66
Financial Engines Advisors
California
$16.7M +$83.1K +3,196 +0.5%
FA
67
FDx Advisors
Illinois
$16.3M +$11.5M +442,232 +241%
AMG
68
Asset Management Group
Connecticut
$15.1M +$120K +4,616 +0.8%
AIP
69
Almanack Investment Partners
Pennsylvania
$14.6M -$1.09M -42,086 -7%
KIM
70
Kestra Investment Management
Texas
$14.4M +$14.4M +553,108 New
RJFSA
71
Raymond James Financial Services Advisors
Florida
$14.2M +$631K +24,272 +5%
MIS
72
Morningstar Investment Services
Illinois
$13.5M -$570K -21,860 -4%
AFG
73
Altiora Financial Group
Ohio
$13.5M +$4.82M +185,368 +55%
SFG
74
Sage Financial Group
Pennsylvania
$13.3M +$330K +12,706 +3%
WANY
75
Wealthspire Advisors (New York)
New York
$13.1M +$3.68M +141,458 +39%
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