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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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront Advisers
California
$574M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$402M
3
Empower Advisory Group
Empower Advisory Group
Colorado
$989M
4
NL
NEPC LLC
Massachusetts
$197M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$103M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$33.8M
2
QCM
Quadratic Capital Management
Connecticut
$368M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$498M
4
Goldman Sachs
Goldman Sachs
New York
$65.9M
5
SAM
Simplify Asset Management
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
126
Jane Street
New York
$5.73M +$5.73M +221,720 New
CCM
127
Cambridge Capital Management
Illinois
$5.6M +$399K +15,455 +8%
ATIA
128
American Trust Investment Advisors
New Hampshire
$5.55M -$15K -582 -0.3%
SPIA
129
Steward Partners Investment Advisory
New York
$5.54M -$385K -14,897 -6%
FA
130
Fortis Advisors
Pennsylvania
$5.47M +$185K +7,165 +3%
AAS
131
Avantax Advisory Services
Texas
$5.47M -$1.35M -52,084 -20%
PCWA
132
Pacific Capital Wealth Advisors
California
$5.46M -$2.08M -80,587 -28%
AOWM
133
Alpha Omega Wealth Management
Virginia
$5.39M +$1.86M +72,168 +53%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$5.32M -$485K -18,760 -8%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$5.27M -$359K -13,892 -6%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$5.13M -$137K -5,299 -3%
CST
137
Charles Schwab Trust
Nevada
$5.12M -$22.5K -870 -0.4%
MWML
138
M Wealth Management LLC
California
$5.1M +$5.1M +197,603 New
VCM
139
Virtue Capital Management
Tennessee
$5.03M +$135K +5,209 +3%
CFMC
140
Curbstone Financial Management Corp
New Hampshire
$4.92M -$12.9K -500 -0.3%
AIP
141
Almanack Investment Partners
Pennsylvania
$4.87M -$9.71M -375,796 -67%
EFG
142
Ethos Financial Group
Pennsylvania
$4.86M +$4.34M +168,029 +840%
EWA
143
Exencial Wealth Advisors
Oklahoma
$4.85M -$783K -30,326 -14%
R
144
Rebalance
California
$4.71M -$324K -12,553 -6%
AI
145
Arvest Investments
Arkansas
$4.67M -$54.3K -2,104 -1%
LIA
146
LifePlan Investment Advisors
North Carolina
$4.67M -$198K -7,680 -4%
FTUS
147
Flow Traders U.S.
New York
$4.6M -$2.09M -80,838 -31%
CKAIS
148
Christensen King & Associates Investment Services
Washington
$4.52M -$186K -7,204 -4%
MIS
149
Morningstar Investment Services
Illinois
$4.52M -$20.6M -798,280 -82%
SWM
150
Seed Wealth Management
Illinois
$4.43M +$1.02M +39,380 +30%
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