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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 %
WFS
76
Walker Financial Services
Kentucky
$12.6M +$668K +25,678 +6%
ERIM
77
Eagle Ridge Investment Management
Connecticut
$12.3M +$498K +19,144 +4%
PCWA
78
Pacific Capital Wealth Advisors
California
$12.2M +$752K +28,906 +7%
MAM
79
Marotta Asset Management
Virginia
$12M -$151K -5,842 -1%
PFM
80
Peak Financial Management
Massachusetts
$11.8M -$410K -15,778 -3%
PG
81
Proffitt & Goodson
Tennessee
$11.8M -$123K -4,748 -1%
AHSSHC
82
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.2M -$19.9M -765,802 -64%
Envestnet Portfolio Solutions
83
Envestnet Portfolio Solutions
Illinois
$11.1M +$9.16M +352,214 +461%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$11M +$596K +22,904 +6%
WFI
85
West Family Investments
California
$10.8M +$1.53M +55,650 +16%
ZRP
86
Zynergy Retirement Planning
New Jersey
$10.2M +$10.2M +392,064 New
ML
87
McAdam LLC
Pennsylvania
$10.1M +$484K +18,602 +5%
Truist Financial
88
Truist Financial
North Carolina
$10M -$182K -6,980 -2%
AFS
89
Annapolis Financial Services
Maryland
$9.84M +$639K +24,586 +7%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$9.74M -$925K -35,588 -9%
MWM
91
Modera Wealth Management
New Jersey
$9.5M -$99.1K -3,810 -1%
HighTower Advisors
92
HighTower Advisors
Illinois
$9.22M -$115K -4,432 -1%
WCM
93
Wealthcare Capital Management
Virginia
$9.19M +$177K +6,790 +2%
AFFA
94
ALM First Financial Advisors
Texas
$8.84M – – –
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$8.7M +$201K +7,730 +2%
RCA
96
Resonant Capital Advisors
Wisconsin
$8.63M +$566K +21,748 +7%
Principal Financial Group
97
Principal Financial Group
Iowa
$8.49M -$7.43M -285,784 -47%
ACG
98
Allen Capital Group
Nebraska
$8.46M +$243K +9,354 +3%
TFA
99
Transamerica Financial Advisors
Florida
$8.28M – – –
SIAG
100
Signet Investment Advisory Group
Rhode Island
$8.25M -$412K -15,850 -5%
2 3
4
5 6