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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.

New
Increased
Maintained
Reduced
Closed
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 %
ACP
151
Aviance Capital Partners
Florida
$4.18M +$16.2K +622 +0.4%
KA
152
Kure Advisory
Minnesota
$4.18M +$167K +6,396 +4%
VWM
153
VCI Wealth Management
Missouri
$4.17M -$530K -20,338 -11%
HPM
154
Hoxton Planning & Management
West Virginia
$4.15M +$245K +9,398 +6%
ACM
155
AlphaStar Capital Management
North Carolina
$4M -$1.23M -47,114 -24%
BPA
156
Beacon Pointe Advisors
California
$3.97M +$1.89M +72,368 +91%
WT
157
Washington Trust
Rhode Island
$3.96M -$969K -37,172 -20%
APP
158
Avantax Planning Partners
Iowa
$3.84M +$1.82M +69,638 +90%
MLFP
159
MPS Loria Financial Planners
Illinois
$3.74M +$3.74M +143,442 New
BWM
160
BCGM Wealth Management
Indiana
$3.68M +$1.51M +57,778 +69%
JEST
161
JTC Employer Solutions Trustee
Jersey
$3.68M – – –
OFS
162
OneAscent Financial Services
Alabama
$3.67M +$534K +20,476 +17%
CAN
163
Cetera Advisor Networks
California
$3.66M +$390K +14,936 +12%
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$3.66M -$850K -32,598 -19%
OFP
165
OLIO Financial Planning
Virginia
$3.64M – – –
VCM
166
Verde Capital Management
Michigan
$3.59M -$153K -5,864 -4%
Allspring Global Investments
167
Allspring Global Investments
North Carolina
$3.52M – – –
SWP
168
Stratos Wealth Partners
Ohio
$3.51M +$698K +26,768 +25%
VT
169
Vise Technologies
New York
$3.47M +$32.1K +1,232 +0.9%
ULWM
170
Upper Left Wealth Management
Florida
$3.46M -$131K -5,008 -4%
EIG
171
Ellenbecker Investment Group
Wisconsin
$3.46M +$267K +10,252 +8%
AOWM
172
Alpha Omega Wealth Management
Virginia
$3.45M +$65.9K +2,526 +2%
RJA
173
Raymond James & Associates
Florida
$3.39M -$12.3M -470,054 -78%
MAM
174
McLean Asset Management
Virginia
$3.37M +$498K +19,232 +17%
TNBTD
175
Trustmark National Bank Trust Department
Mississippi
$3.29M -$8.29K -318 -0.3%
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