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Schwab US TIPS ETF
SCHP

Overview Fund Activity

649 hedge funds and large institutions have $8.06B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 243 increasing their positions, 245 reducing their positions, and 64 closing their positions.

Holders
649
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.44%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
0.84%
New
83
Increased
243
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.09B
2
LNC
2
Lincoln National Corp
Pennsylvania
$213M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$443M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$878M
5
GP
5
Greenline Partners
New York
$45.3M

Top Sellers

1
EW
1
Evoke Wealth
California
$416K
2
QCM
2
Quadratic Capital Management
Connecticut
$527M
3
Goldman Sachs
3
Goldman Sachs
New York
$135M
4
AHSSHC
4
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.2M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
126
VCI Wealth Management
Missouri
$5.96M +$1.8M +69,336 +43%
SPIA
127
Steward Partners Investment Advisory
New York
$5.93M -$8.3M -319,026 -58%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.85M +$23.6K +908 +0.4%
GIA
129
Goodwin Investment Advisory
Georgia
$5.82M +$495K +19,040 +9%
TF
130
Theory Financial
Colorado
$5.79M -$378K -14,546 -6%
EWA
131
Exencial Wealth Advisors
Oklahoma
$5.78M -$1.02M -39,242 -15%
CW
132
CreativeOne Wealth
Kansas
$5.73M -$481K -18,506 -8%
TW
133
Trajan Wealth
Arizona
$5.41M +$827K +31,802 +18%
Osaic Holdings
134
Osaic Holdings
Arizona
$5.36M -$2.99M -114,930 -36%
MAM
135
Madison Asset Management
Wisconsin
$5.35M -$876K -33,700 -14%
MWM
136
MBE Wealth Management
Wisconsin
$5.28M +$159K +6,126 +3%
R
137
Rebalance
California
$5.07M -$1.7M -65,248 -25%
CFMC
138
Curbstone Financial Management Corp
New Hampshire
$4.99M -$59.3K -2,280 -1%
TIM
139
Tortoise Investment Management
New York
$4.97M -$137K -5,250 -3%
AI
140
Atria Investments
North Carolina
$4.9M +$2.25M +86,520 +85%
CKAIS
141
Christensen King & Associates Investment Services
Washington
$4.8M -$32.7K -1,256 -0.7%
VCM
142
Virtue Capital Management
Tennessee
$4.79M +$39.6K +1,516 +0.8%
AI
143
Arvest Investments
Arkansas
$4.78M +$1.68M +64,532 +54%
LIA
144
LifePlan Investment Advisors
North Carolina
$4.66M +$338K +12,980 +8%
CCM
145
Cambridge Capital Management
Illinois
$4.61M +$3.65M +140,426 +382%
HNW
146
High Note Wealth
Minnesota
$4.56M -$39.8K -1,530 -0.9%
CCFCSB
147
Cape Cod Five Cents Savings Bank
Massachusetts
$4.5M -$13.4M -514,406 -75%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$4.49M -$249K -9,566 -5%
PAG
149
Private Advisor Group
New Jersey
$4.44M +$10.6K +406 +0.2%
RJA
150
Raymond James & Associates
Florida
$4.43M +$1.05M +40,326 +31%
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