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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.

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

Top Sellers

1
EW
Evoke Wealth
California
$416K
2
QCM
Quadratic Capital Management
Connecticut
$527M
3
Goldman Sachs
Goldman Sachs
New York
$135M
4
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
151
Perfromance Wealth Partners
Illinois
$4.41M -$153K -5,880 -3%
SWA
152
Stratos Wealth Advisors
Ohio
$4.39M +$139K +5,352 +3%
CIM
153
Cambria Investment Management
California
$4.37M +$49K +1,892 +1%
ACM
154
AlphaStar Capital Management
North Carolina
$4.34M +$357K +13,714 +9%
KA
155
Kure Advisory
Minnesota
$4.32M +$152K +5,852 +4%
VT
156
Vise Technologies
New York
$4.28M +$824K +31,696 +24%
HPM
157
Hoxton Planning & Management
West Virginia
$4.28M +$140K +5,366 +3%
TNBTD
158
Trustmark National Bank Trust Department
Mississippi
$4.16M +$884K +34,000 +27%
RDIA
159
RE Dickinson Investment Advisors
Iowa
$4.12M -$121K -4,666 -3%
ACP
160
Aviance Capital Partners
Florida
$3.99M -$184K -7,076 -4%
MLFP
161
MPS Loria Financial Planners
Illinois
$3.98M +$251K +9,652 +7%
STA
162
Summit Trail Advisors
New York
$3.94M -$4.42M -169,898 -53%
BWM
163
BCGM Wealth Management
Indiana
$3.9M +$233K +8,942 +6%
APP
164
Avantax Planning Partners
Iowa
$3.88M +$49.5K +1,902 +1%
BPA
165
Beacon Pointe Advisors
California
$3.79M -$172K -6,622 -4%
AOWM
166
Alpha Omega Wealth Management
Virginia
$3.68M +$237K +9,112 +7%
EBA
167
Eagle Bay Advisors
New York
$3.65M +$1.77M +67,894 +93%
OFP
168
OLIO Financial Planning
Virginia
$3.64M – – –
JEST
169
JTC Employer Solutions Trustee
Jersey
$3.64M – – –
SB
170
Strategic Blueprint
Georgia
$3.55M +$435K +16,746 +14%
VCM
171
Verde Capital Management
Michigan
$3.54M -$45.4K -1,744 -1%
PWM
172
Perigon Wealth Management
California
$3.46M +$408K +15,680 +13%
ULWM
173
Upper Left Wealth Management
Florida
$3.46M +$4.68K +180 +0.1%
SWM
174
Seed Wealth Management
Illinois
$3.44M +$1.12M +43,140 +48%
MAM
175
McLean Asset Management
Virginia
$3.41M +$18.2K +698 +0.5%
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