SCHP icon

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
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$12.7M 236,898 +24,850 +12%
PFM
77
Peak Financial Management
Massachusetts
$12.5M 232,519 +5,527 +2%
PG
78
Proffitt & Goodson
Tennessee
$12.4M 231,804 +5,459 +2%
WFI
79
West Family Investments
California
$11.4M 197,190 – –
ZRP
80
Zynergy Retirement Planning
New Jersey
$11M 204,741 +8,709 +4%
AFS
81
Annapolis Financial Services
Maryland
$10.7M 200,291 +11,088 +6%
AFFA
82
ALM First Financial Advisors
Texas
$10.1M 187,871 +17,871 +11%
RCA
83
Resonant Capital Advisors
Wisconsin
$9.88M 184,159 +18,151 +11%
MWM
84
Modera Wealth Management
New Jersey
$9.71M 181,099 -1,549 -0.8%
ACG
85
Allen Capital Group
Nebraska
$9.5M 177,131 +14,492 +9%
Principal Financial Group
86
Principal Financial Group
Iowa
$9.31M 173,650 +10,327 +6%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$9.3M 173,430 +6,129 +4%
HighTower Advisors
88
HighTower Advisors
Illinois
$9.25M 172,636 -4,607 -3%
WCM
89
Wealthcare Capital Management
Virginia
$9.25M 172,409 -4,319 -2%
BA
90
Brightwater Advisory
Florida
$8.98M 167,503 +13,866 +9%
TFA
91
Transamerica Financial Advisors
Florida
$8.96M 167,022 +7,788 +5%
Truist Financial
92
Truist Financial
North Carolina
$8.76M 163,267 -29,934 -15%
SIAG
93
Signet Investment Advisory Group
Rhode Island
$8.63M 160,950 +2,247 +1%
G
94
GenTrust
Florida
$8.23M 153,450 – –
BL
95
BFSG LLC
California
$8.17M 152,322 -127 -0.1%
PC
96
Prairiewood Capital
North Dakota
$8.14M 151,828 +9,610 +7%
PCWA
97
Pacific Capital Wealth Advisors
California
$7.83M 146,041 -88,888 -38%
KPWS
98
Kestra Private Wealth Services
Texas
$7.72M 143,976 +13,437 +10%
FA
99
FC Advisory
Pennsylvania
$7.61M 141,937 +9,831 +7%
FCM
100
Fortis Capital Management
Washington
$7.55M 140,751 +15,089 +12%
2 3
4
5 6