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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 %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$7.72M +$3.96M +153,388 +105%
SF
102
Summit Financial
New Jersey
$7.67M +$2.29M +88,708 +43%
FA
103
FC Advisory
Pennsylvania
$7.66M +$326K +12,634 +4%
SA
104
Sanctuary Advisors
Indiana
$7.44M -$6.94M -265,412 -48%
ML
105
McAdam LLC
Pennsylvania
$7.35M +$90.7K +3,512 +1%
SWG
106
Summit Wealth Group
Vermont
$7.11M +$315K +12,192 +5%
G
107
GenTrust
Florida
$7.02M -$908K -35,170 -11%
HPFG
108
Hart & Patterson Financial Group
Massachusetts
$6.99M +$238K +9,212 +4%
MML Investors Services
109
MML Investors Services
Massachusetts
$6.9M +$323K +12,498 +5%
FCM
110
Fortis Capital Management
Washington
$6.87M -$406K -15,702 -6%
FFN
111
Focus Financial Network
Minnesota
$6.8M +$5.02M +194,507 +283%
TWCA
112
Two West Capital Advisors
Kansas
$6.75M +$125K +4,854 +2%
TW
113
Trajan Wealth
Arizona
$6.72M +$48.6K +1,881 +0.7%
GIA
114
Goodwin Investment Advisory
Georgia
$6.66M +$514K +19,901 +8%
Stifel Financial
115
Stifel Financial
Missouri
$6.65M +$3.18M +123,093 +91%
VWM
116
VCI Wealth Management
Missouri
$6.51M +$1.94K +75 +0%
IF
117
IRON Financial
Illinois
$6.33M -$577K -22,350 -8%
MWM
118
MBE Wealth Management
Wisconsin
$6.33M +$1.08M +41,931 +21%
CW
119
CreativeOne Wealth
Kansas
$6.31M -$239K -9,257 -4%
TF
120
Theory Financial
Colorado
$6.26M -$5.68M -219,844 -48%
WCP
121
Wealthcare Capital Partners
Pennsylvania
$6.18M +$6.18M +239,345 New
HI
122
Harbour Investments
Wisconsin
$6.16M -$330K -12,778 -5%
FFA
123
Fi3 Financial Advisors
Indiana
$6.04M -$477K -18,475 -7%
CCWA
124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.04M +$194K +7,521 +3%
VA
125
Valmark Advisers
Ohio
$5.95M -$218K -8,449 -4%
3 4
5
6 7