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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 %
SFG
76
Sage Financial Group
Pennsylvania
$13.2M -$355K -13,730 -3%
Principal Financial Group
77
Principal Financial Group
Iowa
$13.2M +$4.2M +162,668 +47%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$13M +$574K +21,895 +5%
WANY
79
Wealthspire Advisors (New York)
New York
$12.7M -$47.1K -1,824 -0.4%
MAM
80
Marotta Asset Management
Virginia
$12.5M -$202K -7,827 -2%
PG
81
Proffitt & Goodson
Tennessee
$12.3M +$322K +12,483 +3%
PFM
82
Peak Financial Management
Massachusetts
$12.2M +$186K +7,195 +2%
TIM
83
Tortoise Investment Management
New York
$12.1M +$7.21M +279,310 +149%
AFFA
84
ALM First Financial Advisors
Texas
$11.6M +$1.86M +72,130 +19%
WFI
85
West Family Investments
California
$11M +$841K +32,542 +8%
ZRP
86
Zynergy Retirement Planning
New Jersey
$11M -$11M -204,741 -50%
RCA
87
Resonant Capital Advisors
Wisconsin
$10.7M +$1.23M +47,773 +13%
HighTower Advisors
88
HighTower Advisors
Illinois
$10.1M +$1.17M +45,141 +13%
ACG
89
Allen Capital Group
Nebraska
$9.93M +$784K +30,366 +9%
KPWS
90
Kestra Private Wealth Services
Texas
$9.62M +$2.19M +84,665 +29%
WCM
91
Wealthcare Capital Management
Virginia
$9.28M +$376K +14,567 +4%
PC
92
Prairiewood Capital
North Dakota
$9.06M +$1.22M +47,191 +16%
BA
93
Brightwater Advisory
Florida
$8.96M +$304K +11,784 +4%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$8.7M -$5.5M -213,051 -39%
GBFP
95
Golden Bell Financial Planning
Georgia
$8.63M +$8.63M +334,020 New
SIAG
96
Signet Investment Advisory Group
Rhode Island
$8.3M -$16.1K -625 -0.2%
BL
97
BFSG LLC
California
$8.2M +$332K +12,855 +4%
TFA
98
Transamerica Financial Advisors
Florida
$8.18M -$452K -17,497 -5%
Truist Financial
99
Truist Financial
North Carolina
$8.17M -$268K -10,359 -3%
EWA
100
EQ Wealth Advisors
Texas
$7.9M +$7.9M +305,919 New
2 3
4
5 6