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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.

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
1
Wealthfront Advisers
California
$574M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$402M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$989M
4
NL
4
NEPC LLC
Massachusetts
$197M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$103M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$33.8M
2
QCM
2
Quadratic Capital Management
Connecticut
$368M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$498M
4
Goldman Sachs
4
Goldman Sachs
New York
$65.9M
5
SAM
5
Simplify Asset Management
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$26.7M +$3.05M +118,249 +13%
AA
52
Advisory Alpha
Michigan
$25.3M -$1.13M -43,794 -4%
NL
53
Navalign LLC
California
$25.1M +$1.09M +42,243 +5%
JGCM
54
Joseph Group Capital Management
Ohio
$23.4M -$2.64M -102,049 -10%
MFGP
55
Marshall Financial Group (Pennsylvania)
Pennsylvania
$21.9M -$173K -6,707 -0.8%
Citigroup
56
Citigroup
New York
$21.7M +$3.15M +122,118 +17%
WCWM
57
Wooster Corthell Wealth Management
Connecticut
$20.9M +$1.19M +45,889 +6%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$20.7M +$62.8K +2,433 +0.3%
CWA
59
Carolina Wealth Advisors
South Carolina
$20.4M -$63.2K -2,448 -0.3%
AWM
60
Avior Wealth Management
Nebraska
$19.8M +$916K +35,477 +5%
MWM
61
Modera Wealth Management
New Jersey
$19.7M +$10.4M +402,341 +111%
FEG
62
Fund Evaluation Group
Ohio
$19.3M -$16.2M -625,470 -46%
FM
63
Foster & Motley
Ohio
$19.1M +$74.1K +2,870 +0.4%
Raymond James Financial
64
Raymond James Financial
Florida
$19M +$19M +736,563 New
Creative Planning
65
Creative Planning
Kansas
$18.8M -$1.24M -47,914 -6%
LJAC
66
L.J. Altfest & Co
New York
$18.4M +$162K +6,267 +0.9%
HCC
67
Hirtle Callaghan & Co
Pennsylvania
$17.7M -$20.3M – –
SC
68
Savant Capital
Illinois
$15.6M -$859K -33,257 -5%
FA
69
FDx Advisors
Illinois
$15.1M +$40.7K +1,574 +0.3%
Financial Engines Advisors
70
Financial Engines Advisors
California
$15M -$882K -34,147 -6%
AMG
71
Asset Management Group
Connecticut
$14.8M -$313K -12,104 -2%
SLI
72
Sumitomo Life Insurance
Japan
$14.7M +$10.8M +417,900 +279%
GSF
73
Grove Street Fiduciary
New Hampshire
$14.1M +$14.1M +546,468 New
ERIM
74
Eagle Ridge Investment Management
Connecticut
$13.4M +$370K +14,308 +3%
AFG
75
Altiora Financial Group
Ohio
$13.4M +$190K +7,361 +1%
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