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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 %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$4.41M +$220K +8,526 +5%
CM
152
Columbus Macro
Pennsylvania
$4.4M +$3.21M +124,333 +270%
CIM
153
Cambria Investment Management
California
$4.32M -$55.2K -2,137 -1%
MLFP
154
MPS Loria Financial Planners
Illinois
$4.14M +$89.6K +3,470 +2%
TNBTD
155
Trustmark National Bank Trust Department
Mississippi
$4.13M – – –
APP
156
Avantax Planning Partners
Iowa
$4.12M +$245K +9,468 +6%
VT
157
Vise Technologies
New York
$4.06M -$263K -10,177 -6%
GFWA
158
Grey Fox Wealth Advisors
Delaware
$4.05M +$216K +8,381 +6%
PWP
159
Perfromance Wealth Partners
Illinois
$3.97M -$356K -13,795 -8%
Osaic Holdings
160
Osaic Holdings
Arizona
$3.95M +$103K +3,971 +3%
EI
161
Ellevest Inc
New York
$3.94M +$305K +11,817 +8%
SWA
162
Stratos Wealth Advisors
Ohio
$3.87M -$187K -7,240 -5%
SWP
163
Stratos Wealth Partners
Ohio
$3.83M +$1.32M +51,289 +53%
VCM
164
Verde Capital Management
Michigan
$3.8M +$116K +4,476 +3%
KAS
165
Kestra Advisory Services
Texas
$3.76M -$3.26M -126,165 -46%
JEST
166
JTC Employer Solutions Trustee
Jersey
$3.75M – – –
OFS
167
OneAscent Financial Services
Alabama
$3.74M +$3.74M +144,819 New
ACP
168
Aviance Capital Partners
Florida
$3.62M -$91.5K -3,541 -2%
AWM
169
AE Wealth Management
Kansas
$3.59M +$1.55M +59,885 +76%
FTS
170
Fifth Third Securities
Ohio
$3.55M +$2.4M +92,935 +209%
JSA
171
Jacobson & Schmitt Advisors
Wisconsin
$3.53M +$3.53M +136,799 New
PAG
172
Private Advisor Group
New Jersey
$3.51M -$376K -14,547 -10%
RCG
173
Rock Creek Group
District of Columbia
$3.25M +$1.18M +45,893 +57%
KPP
174
Kings Path Partners
Texas
$3.23M +$41.6K +1,610 +1%
HFS
175
Horizon Financial Services
North Carolina
$3.22M +$143K +5,547 +5%
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