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Schwab US TIPS ETF
SCHP

Overview Fund Activity

631 hedge funds and large institutions have $7.4B invested in Schwab US TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 244 increasing their positions, 229 reducing their positions, and 63 closing their positions.

Holders
631
Holders Change
-18
Holders Change %
-2.77%
% of All Funds
9.13%
Holding in Top 10
54
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.9%
% of All Funds
0.78%
New
53
Increased
244
Reduced
229
Closed
63
Calls
$2.98M
Puts
$70K
Net Calls
+$2.91M
Net Calls Change
-$153K

Top Buyers

1
EW
1
Evoke Wealth
California
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$535M
3
QCM
3
Quadratic Capital Management
Connecticut
$613M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$951M
5
Cerity Partners
5
Cerity Partners
New York
$210M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
US Bancorp
2
US Bancorp
Minnesota
$45.9M
3
SLI
3
Sumitomo Life Insurance
Japan
$4.01M
4
SFC
4
Strategic Financial Concepts
Texas
$460K
5
AssetMark Inc
5
AssetMark Inc
California
$22.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MIS
51
Morningstar Investment Services
Illinois
$26.1M 486,555 +227,411 +88%
NL
52
Navalign LLC
California
$25M 465,579 +12,714 +3%
LPL Financial
53
LPL Financial
California
$24.6M 458,331 +8,090 +2%
MFGP
54
Marshall Financial Group (Pennsylvania)
Pennsylvania
$22.9M 427,779 +28,049 +7%
AssetMark Inc
55
AssetMark Inc
California
$22.7M 423,981 -324,388 -43%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$21.4M 399,421 +43,405 +12%
CWA
57
Carolina Wealth Advisors
South Carolina
$21.3M 396,510 +905 +0.2%
Creative Planning
58
Creative Planning
Kansas
$20.8M 388,446 -31,251 -7%
WCWM
59
Wooster Corthell Wealth Management
Connecticut
$20.5M 382,181 -1,808 -0.5%
HCC
60
Hirtle Callaghan & Co
Pennsylvania
– – – –
FM
61
Foster & Motley
Ohio
$19.8M 369,019 +18,009 +5%
AWM
62
Avior Wealth Management
Nebraska
$19.6M 366,348 +12,548 +4%
Citigroup
63
Citigroup
New York
$19.3M 359,330 +2,813 +0.8%
LJAC
64
L.J. Altfest & Co
New York
$19M 353,875 +5,087 +1%
SC
65
Savant Capital
Illinois
$17.1M 318,284 -142,537 -31%
Financial Engines Advisors
66
Financial Engines Advisors
California
$16.4M 306,631 -15,208 -5%
AMG
67
Asset Management Group
Connecticut
$15.7M 292,123 +2,595 +0.9%
FA
68
FDx Advisors
Illinois
$15.7M 291,865 -20,897 -7%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$15.3M 285,049 +11,269 +4%
AIP
70
Almanack Investment Partners
Pennsylvania
$15.1M 282,134 +1,841 +0.7%
SFG
71
Sage Financial Group
Pennsylvania
$14.1M 262,171 +6,562 +3%
AFG
72
Altiora Financial Group
Ohio
$13.7M 255,041 -4,708 -2%
ERIM
73
Eagle Ridge Investment Management
Connecticut
$13.5M 252,149 +15,149 +6%
WANY
74
Wealthspire Advisors (New York)
New York
$13.2M 246,119 -6,564 -3%
MAM
75
Marotta Asset Management
Virginia
$13.1M 245,167 +13,318 +6%
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