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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
RJA
151
Raymond James & Associates
Florida
$4.43M +$1.04M +40,326 +31%
PWP
152
Perfromance Wealth Partners
Illinois
$4.41M -$152K -5,880 -3%
SWA
153
Stratos Wealth Advisors
Ohio
$4.39M +$138K +5,352 +3%
CIM
154
Cambria Investment Management
California
$4.37M +$48.9K +1,892 +1%
ACM
155
AlphaStar Capital Management
North Carolina
$4.34M +$355K +13,714 +9%
KA
156
Kure Advisory
Minnesota
$4.32M +$151K +5,852 +4%
VT
157
Vise Technologies
New York
$4.28M +$819K +31,696 +24%
HPM
158
Hoxton Planning & Management
West Virginia
$4.28M +$139K +5,366 +3%
TNBTD
159
Trustmark National Bank Trust Department
Mississippi
$4.16M +$879K +34,000 +27%
RDIA
160
RE Dickinson Investment Advisors
Iowa
$4.12M -$121K -4,666 -3%
ACP
161
Aviance Capital Partners
Florida
$3.99M -$183K -7,076 -4%
MLFP
162
MPS Loria Financial Planners
Illinois
$3.98M +$250K +9,652 +7%
STA
163
Summit Trail Advisors
New York
$3.94M -$4.39M -169,898 -53%
BWM
164
BCGM Wealth Management
Indiana
$3.9M +$231K +8,942 +6%
APP
165
Avantax Planning Partners
Iowa
$3.88M +$49.2K +1,902 +1%
BPA
166
Beacon Pointe Advisors
California
$3.79M -$171K -6,622 -4%
AOWM
167
Alpha Omega Wealth Management
Virginia
$3.68M +$236K +9,112 +7%
EBA
168
Eagle Bay Advisors
New York
$3.65M +$1.76M +67,894 +93%
OFP
169
OLIO Financial Planning
Virginia
$3.64M
JEST
170
JTC Employer Solutions Trustee
Jersey
$3.64M
SB
171
Strategic Blueprint
Georgia
$3.55M +$433K +16,746 +14%
VCM
172
Verde Capital Management
Michigan
$3.54M -$45.1K -1,744 -1%
PWM
173
Perigon Wealth Management
California
$3.46M +$405K +15,680 +13%
ULWM
174
Upper Left Wealth Management
Florida
$3.46M +$4.65K +180 +0.1%
SWM
175
Seed Wealth Management
Illinois
$3.44M +$1.12M +43,140 +48%

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.