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Schwab US TIPS ETF

654 hedge funds and large institutions have $8.08B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 246 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,185% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $140K

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

13% more funds holding in top 10

Funds holding in top 10: 5259 (+7)

9.44% more ownership

Funds ownership: 136.09%145.52% (+9.4%)

6% more capital invested

Capital invested by funds: $7.61B → $8.08B (+$467M)

1% more funds holding

Funds holding: 646654 (+8)

0% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 245

Holders
654
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
9.45%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
0.85%
New
84
Increased
246
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
126
Arden Trust
Delaware
$6.03M +$69.8K +2,698 +1%
VWM
127
VCI Wealth Management
Missouri
$5.96M +$1.79M +69,336 +43%
SPIA
128
Steward Partners Investment Advisory
New York
$5.93M -$8.25M -319,026 -58%
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.85M +$23.5K +908 +0.4%
GIA
130
Goodwin Investment Advisory
Georgia
$5.82M +$492K +19,040 +9%
TF
131
Theory Financial
Colorado
$5.79M -$376K -14,546 -6%
EWA
132
Exencial Wealth Advisors
Oklahoma
$5.78M -$1.01M -39,242 -15%
CW
133
CreativeOne Wealth
Kansas
$5.73M -$478K -18,506 -8%
TW
134
Trajan Wealth
Arizona
$5.41M +$822K +31,802 +18%
Osaic Holdings
135
Osaic Holdings
Arizona
$5.36M -$2.97M -114,930 -36%
MAM
136
Madison Asset Management
Wisconsin
$5.35M -$871K -33,700 -14%
MWM
137
MBE Wealth Management
Wisconsin
$5.28M +$158K +6,126 +3%
R
138
Rebalance
California
$5.07M -$1.69M -65,248 -25%
CFMC
139
Curbstone Financial Management Corp
New Hampshire
$4.99M -$58.9K -2,280 -1%
TIM
140
Tortoise Investment Management
New York
$4.97M -$136K -5,250 -3%
AI
141
Atria Investments
North Carolina
$4.9M +$2.24M +86,520 +85%
CKAIS
142
Christensen King & Associates Investment Services
Washington
$4.8M -$32.5K -1,256 -0.7%
VCM
143
Virtue Capital Management
Tennessee
$4.79M +$39.2K +1,516 +0.8%
AI
144
Arvest Investments
Arkansas
$4.78M +$1.67M +64,532 +54%
LIA
145
LifePlan Investment Advisors
North Carolina
$4.66M +$336K +12,980 +8%
CCM
146
Cambridge Capital Management
Illinois
$4.61M +$3.63M +140,426 +382%
HNW
147
High Note Wealth
Minnesota
$4.56M -$39.6K -1,530 -0.9%
CCFCSB
148
Cape Cod Five Cents Savings Bank
Massachusetts
$4.5M -$13.3M -514,406 -75%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$4.49M -$247K -9,566 -5%
PAG
150
Private Advisor Group
New Jersey
$4.44M +$10.5K +406 +0.2%

SCHP Hedge Fund Activity: Q2 2024 in Review

654 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2024, worth a combined $8.08B — up 6.1% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SCHP positions and 64 closed out — a net gain of 20 holders — while 246 added to existing stakes and 245 trimmed.

The largest buyer was Charles Schwab, adding an estimated $948M. The largest seller was Evoke Wealth, cutting an estimated $137M.

  • 654 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2024, up from 646 in Q1 2024.
  • Funds reported $8.08B of Schwab US TIPS ETF stock for Q2 2024, up 6.1% quarter-over-quarter.
  • 84 funds opened new Schwab US TIPS ETF positions in Q2 2024 and 64 closed out, a net change of +20 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2024 was Charles Schwab, an estimated $948M added.
  • The largest Schwab US TIPS ETF seller in Q2 2024 was Evoke Wealth, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.