We are live on ! Find out more
SCHP icon

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
WANY
76
Wealthspire Advisors (New York)
New York
$13.1M +$3.66M +141,458 +39%
WFS
77
Walker Financial Services
Kentucky
$12.6M +$664K +25,678 +6%
ERIM
78
Eagle Ridge Investment Management
Connecticut
$12.3M +$495K +19,144 +4%
PCWA
79
Pacific Capital Wealth Advisors
California
$12.2M +$747K +28,906 +7%
MAM
80
Marotta Asset Management
Virginia
$12M -$151K -5,842 -1%
PFM
81
Peak Financial Management
Massachusetts
$11.8M -$408K -15,778 -3%
PG
82
Proffitt & Goodson
Tennessee
$11.8M -$123K -4,748 -1%
AHSSHC
83
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.2M -$19.8M -765,802 -64%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$11.1M +$9.11M +352,214 +461%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$11M +$592K +22,904 +6%
WFI
86
West Family Investments
California
$10.8M +$1.44M +55,650 +16%
ZRP
87
Zynergy Retirement Planning
New Jersey
$10.2M +$10.1M +392,064 New
ML
88
McAdam LLC
Pennsylvania
$10.1M +$481K +18,602 +5%
Truist Financial
89
Truist Financial
North Carolina
$10M -$180K -6,980 -2%
AFS
90
Annapolis Financial Services
Maryland
$9.84M +$636K +24,586 +7%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$9.74M -$920K -35,588 -9%
MWM
92
Modera Wealth Management
New Jersey
$9.5M -$98.5K -3,810 -1%
HighTower Advisors
93
HighTower Advisors
Illinois
$9.22M -$115K -4,432 -1%
WCM
94
Wealthcare Capital Management
Virginia
$9.19M +$176K +6,790 +2%
AFFA
95
ALM First Financial Advisors
Texas
$8.84M
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$8.7M +$200K +7,730 +2%
RCA
97
Resonant Capital Advisors
Wisconsin
$8.63M +$562K +21,748 +7%
Principal Financial Group
98
Principal Financial Group
Iowa
$8.49M -$7.39M -285,784 -47%
ACG
99
Allen Capital Group
Nebraska
$8.46M +$242K +9,354 +3%
TFA
100
Transamerica Financial Advisors
Florida
$8.28M

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.