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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 Holding Trade Value Shares
Change 		Shares
Change %
AT
126
Arden Trust
Delaware
$5.97M +$161K +6,182 +3%
HCC
127
Hirtle Callaghan & Co
Pennsylvania
$5.94M -$5.32M -203,904 Closed
MWM
128
Merriman Wealth Management
Washington
$5.86M -$6.62K -254 -0.1%
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.84M +$69.3K +2,658 +1%
WA
130
Waverly Advisors
Alabama
$5.53M +$5.53M +212,214 New
GIA
131
Goodwin Investment Advisory
Georgia
$5.34M +$136K +5,200 +3%
AFG
132
Atomi Financial Group
New York
$5.31M +$4.84M +185,756 +1,050%
FA
133
Fagan Associates
New York
$5.19M -$284K -10,900 -5%
MWM
134
MBE Wealth Management
Wisconsin
$5.14M +$4.68M +179,440 +1,019%
TIM
135
Tortoise Investment Management
New York
$5.12M +$253K +9,688 +5%
SW
136
SVB Wealth
Massachusetts
$5.07M -$988K -37,894 -16%
CFMC
137
Curbstone Financial Management Corp
New Hampshire
$5.06M -$110K -4,200 -2%
CKAIS
138
Christensen King & Associates Investment Services
Washington
$4.85M -$205K -7,850 -4%
FA
139
FDx Advisors
Illinois
$4.78M -$311K -11,926 -6%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$4.75M -$272K -10,446 -5%
VCM
141
Virtue Capital Management
Tennessee
$4.69M +$4.69M +182,006 New
HNW
142
High Note Wealth
Minnesota
$4.62M -$97.6K -3,742 -2%
TW
143
Trajan Wealth
Arizona
$4.59M +$4.59M +176,152 New
PWP
144
Perfromance Wealth Partners
Illinois
$4.57M -$949K -36,372 -17%
Comerica Bank
145
Comerica Bank
Texas
$4.5M +$65.3K +2,502 +1%
PAG
146
Private Advisor Group
New Jersey
$4.44M -$568K -21,766 -11%
CIM
147
Cambria Investment Management
California
$4.34M -$163K -6,282 -4%
LIA
148
LifePlan Investment Advisors
North Carolina
$4.33M +$219K +8,390 +5%
SWA
149
Stratos Wealth Advisors
Ohio
$4.26M +$418K +16,028 +11%
RDIA
150
RE Dickinson Investment Advisors
Iowa
$4.25M -$5.46M -209,266 -56%
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