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Schwab US TIPS ETF
SCHP

Overview Fund Activity

643 hedge funds and large institutions have $7.6B invested in Schwab US TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 227 increasing their positions, 256 reducing their positions, and 67 closing their positions.

Holders
643
Holders Change
-18
Holders Change %
-2.72%
% of All Funds
9.32%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.74%
New
58
Increased
227
Reduced
256
Closed
67
Calls
$6.17M
Puts
$250K
Net Calls
+$5.92M
Net Calls Change
-$289K

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$831M
2
EW
2
Evoke Wealth
California
$138M
3
NL
3
NEPC LLC
Massachusetts
$135M
4
JRP
4
Jasper Ridge Partners
California
$174M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$31.2M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$165M
2
Franklin Resources
2
Franklin Resources
California
$11M
3
QCM
3
Quadratic Capital Management
Connecticut
$640M
4
Goldman Sachs
4
Goldman Sachs
New York
$215M
5
Morgan Stanley
5
Morgan Stanley
New York
$73.5M
Name Market Value Shares Shares
Change 		Shares
Change %
RCA
101
Resonant Capital Advisors
Wisconsin
$8.09M 310,268 +19,016 +7%
G
102
GenTrust
Florida
$8.05M 308,500 – –
BL
103
BFSG LLC
California
$7.68M 294,458 -180 -0.1%
IF
104
IRON Financial
Illinois
$7.41M 284,130 -1,642 -0.6%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$7.26M 278,546 -425,894 -60%
PC
106
Prairiewood Capital
North Dakota
$6.94M 266,054 +23,108 +10%
CA
107
Cetera Advisors
Colorado
$6.91M 264,780 +109,544 +71%
HI
108
Harbour Investments
Wisconsin
$6.84M 262,264 -42,884 -14%
EWA
109
Exencial Wealth Advisors
Oklahoma
$6.82M 261,686 -48,950 -16%
HPFG
110
Hart & Patterson Financial Group
Massachusetts
$6.82M 261,426 +4,222 +2%
FA
111
FC Advisory
Pennsylvania
$6.82M 261,362 +10,702 +4%
R
112
Rebalance
California
$6.78M 260,042 +6,648 +3%
MML Investors Services
113
MML Investors Services
Massachusetts
$6.38M 244,608 +6,912 +3%
AAS
114
Avantax Advisory Services
Texas
$6.37M 244,258 +85,644 +54%
VA
115
Valmark Advisers
Ohio
$6.35M 243,594 -24 -0%
KAS
116
Kestra Advisory Services
Texas
$6.3M 241,548 +154,284 +177%
MAM
117
Madison Asset Management
Wisconsin
$6.25M 239,618 +239,618 New
CW
118
CreativeOne Wealth
Kansas
$6.23M 238,950 +3,470 +1%
TF
119
Theory Financial
Colorado
$6.19M 237,172 -10,000 -4%
KPWS
120
Kestra Private Wealth Services
Texas
$6.17M 236,550 +46,706 +25%
BA
121
Brightwater Advisory
Florida
$6.14M 235,476 +17,934 +8%
APW
122
Austin Private Wealth
Texas
$6.14M 237,338 -16,864 -7%
HWA
123
HCR Wealth Advisors
California
$6.07M 232,906 -3,204 -1%
FFA
124
Fi3 Financial Advisors
Indiana
$6.06M 235,158 +26,470 +13%
FCM
125
Fortis Capital Management
Washington
$5.99M 229,702 +13,496 +6%
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5
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