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Schwab US TIPS ETF
SCHP

Overview Fund Activity

631 hedge funds and large institutions have $7.4B invested in Schwab US TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 244 increasing their positions, 229 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-18
Holders Change %
-2.77%
% of All Funds
9.13%
Holding in Top 10
54
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.9%
% of All Funds
0.78%
New
53
Increased
244
Reduced
229
Closed
63
Calls
$2.98M
Puts
$70K
Net Calls
+$2.91M
Net Calls Change
-$153K

Top Buyers

1
EW
1
Evoke Wealth
California
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$535M
3
QCM
3
Quadratic Capital Management
Connecticut
$613M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$951M
5
Cerity Partners
5
Cerity Partners
New York
$210M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
US Bancorp
2
US Bancorp
Minnesota
$45.9M
3
SLI
3
Sumitomo Life Insurance
Japan
$4.01M
4
SFC
4
Strategic Financial Concepts
Texas
$460K
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
151
Trustmark National Bank Trust Department
Mississippi
$4.29M – – –
RDIA
152
RE Dickinson Investment Advisors
Iowa
$4.23M -$9.76K -364 -0.2%
SWA
153
Stratos Wealth Advisors
Ohio
$4.21M -$319K -11,882 -7%
MLFP
154
MPS Loria Financial Planners
Illinois
$4.21M +$101K +3,772 +2%
STA
155
Summit Trail Advisors
New York
$4.15M +$89K +3,320 +2%
PAG
156
Private Advisor Group
New Jersey
$4.03M -$539K -20,116 -12%
APP
157
Avantax Planning Partners
Iowa
$4.02M +$24.3K +908 +0.6%
SLI
158
Sumitomo Life Insurance
Japan
$4.01M -$33.5M -1,249,200 -89%
Osaic Holdings
159
Osaic Holdings
Arizona
$3.99M -$1.54M -57,332 -28%
GFWA
160
Grey Fox Wealth Advisors
Delaware
$3.98M +$989K +36,882 +33%
Royal Bank of Canada
161
Royal Bank of Canada
Ontario, Canada
$3.9M -$4.45M -166,074 -53%
ACP
162
Aviance Capital Partners
Florida
$3.86M -$254K -9,490 -6%
VCM
163
Verde Capital Management
Michigan
$3.82M +$177K +6,596 +5%
EI
164
Ellevest Inc
New York
$3.77M +$285K +10,644 +8%
JEST
165
JTC Employer Solutions Trustee
Jersey
$3.74M – – –
AOWM
166
Alpha Omega Wealth Management
Virginia
$3.66M -$135K -5,044 -4%
OFP
167
OLIO Financial Planning
Virginia
$3.64M – – –
Stifel Financial
168
Stifel Financial
Missouri
$3.61M +$951K +35,468 +36%
EBA
169
Eagle Bay Advisors
New York
$3.58M -$192K -7,166 -5%
IWM
170
IHT Wealth Management
Illinois
$3.57M +$1.65M +61,492 +86%
SWM
171
Seed Wealth Management
Illinois
$3.54M -$5.1K -190 -0.1%
Renaissance Technologies
172
Renaissance Technologies
New York
$3.53M +$2.56M +95,320 +263%
CMBA
173
C.M. Bidwell & Associates
Hawaii
$3.5M +$428K +15,952 +14%
BPA
174
Beacon Pointe Advisors
California
$3.43M -$475K -17,716 -12%
CWM
175
Congress Wealth Management
Massachusetts
$3.36M +$197K +7,342 +6%
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