Schwab US TIPS ETF
SCHP
661 hedge funds and large institutions have $8.11B invested in Schwab US TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 250 increasing their positions, 228 reducing their positions, and 72 closing their positions.
49% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 72
9% more capital invested
Capital invested by funds: $7.42B → $8.11B (+$693M)
5% more funds holding in top 10
Funds holding in top 10: 55 → 58 (+3)
4% more funds holding
Funds holding: 635 → 661 (+26)
10% more repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 228
64.85% less ownership
Funds ownership: 128.72% → 63.87% (-65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$520M |
| 2 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$409M |
| 3 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$74.4M |
| 4 |
NL
NEPC LLC
Boston,
Massachusetts
|
+$44.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$36.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$490M |
| 2 |
QCM
Quadratic Capital Management
Greenwich,
Connecticut
|
-$227M |
| 3 |
Goldman Sachs
New York
|
-$55.8M |
| 4 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$38.1M |
| 5 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$36.1M |
SCHP Hedge Fund Activity: Q4 2024 in Review
661 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q4 2024, worth a combined $8.11B — up 9.3% from $7.42B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new SCHP positions and 72 closed out — a net gain of 35 holders — while 250 added to existing stakes and 228 trimmed.
The largest buyer was Wealthfront Advisers, adding an estimated $520M. The largest seller was JP Morgan Chase, cutting an estimated $490M.
- 661 institutional investors held Schwab US TIPS ETF (SCHP) as of Q4 2024, up from 635 in Q3 2024.
- Funds reported $8.11B of Schwab US TIPS ETF stock for Q4 2024, up 9.3% quarter-over-quarter.
- 107 funds opened new Schwab US TIPS ETF positions in Q4 2024 and 72 closed out, a net change of +35 holders.
- The largest Schwab US TIPS ETF buyer in Q4 2024 was Wealthfront Advisers, an estimated $520M added.
- The largest Schwab US TIPS ETF seller in Q4 2024 was JP Morgan Chase, an estimated $490M sold.
Based on aggregated 13F filings for Q4 2024.