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Schwab US TIPS ETF
SCHP

Overview Fund Activity

643 hedge funds and large institutions have $7.6B invested in Schwab US TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 227 increasing their positions, 256 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-18
Holders Change %
-2.72%
% of All Funds
9.32%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.74%
New
58
Increased
227
Reduced
256
Closed
67
Calls
$6.17M
Puts
$250K
Net Calls
+$5.92M
Net Calls Change
-$289K

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
$831M
2
EW
Evoke Wealth
California
$138M
3
NL
NEPC LLC
Massachusetts
$135M
4
JRP
Jasper Ridge Partners
California
$174M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$31.2M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$165M
2
Franklin Resources
Franklin Resources
California
$11M
3
QCM
Quadratic Capital Management
Connecticut
$640M
4
Goldman Sachs
Goldman Sachs
New York
$215M
5
Morgan Stanley
Morgan Stanley
New York
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
176
Moser Wealth Advisors
Washington
$3.27M -$196K -7,520 -6%
WTA
177
Washington Trust Advisors
Massachusetts
$3.22M -$128K -4,900 -4%
HFS
178
Horizon Financial Services
North Carolina
$3.15M -$95.9K -3,676 -3%
EI
179
Ellevest Inc
New York
$3.14M +$353K +13,520 +13%
SB
180
Strategic Blueprint
Georgia
$3.12M +$1.29M +49,582 +71%
RTL
181
Red Tortoise LLC
Georgia
$3.11M – – –
AI
182
Arvest Investments
Arkansas
$3.11M -$1.4M -53,650 -31%
JWCA
183
J.W. Cole Advisors
Florida
$3.08M +$34.8K +1,336 +1%
PWM
184
Perigon Wealth Management
California
$3.06M +$312K +11,980 +11%
BRWA
185
B. Riley Wealth Advisors
Florida
$3.02M +$2.6M +102,870 +612%
Stifel Financial
186
Stifel Financial
Missouri
$3M -$715K -27,408 -19%
ATIA
187
American Trust Investment Advisors
New Hampshire
$2.97M +$12.3K +470 +0.4%
AA
188
ALPS Advisors
Colorado
$2.94M -$13.8K -530 -0.5%
GM
189
GeoWealth Management
Illinois
$2.9M -$7.02M -269,228 -71%
Royal Bank of Canada
190
Royal Bank of Canada
Ontario, Canada
$2.86M -$914K -35,050 -24%
MWM
191
McNaughton Wealth Management
California
$2.83M +$156K +5,980 +6%
Mariner
192
Mariner
Kansas
$2.8M -$106K -4,074 -4%
SA
193
Skyline Advisors
Washington
$2.78M +$71K +2,724 +3%
GGS
194
Galvin Gaustad & Stein
Arizona
$2.77M -$16.9K -648 -0.6%
Macquarie Group
195
Macquarie Group
Australia
$2.72M +$846K +32,424 +45%
CMBA
196
C.M. Bidwell & Associates
Hawaii
$2.71M -$701K -26,872 -21%
NRI
197
NFP Retirement Inc
California
$2.69M -$443K -16,984 -14%
JFG
198
JMG Financial Group
Illinois
$2.69M +$164K +6,270 +6%
AFP
199
Ausdal Financial Partners
Iowa
$2.66M -$134K -5,146 -5%
AI
200
Atria Investments
North Carolina
$2.66M -$191K -7,338 -7%
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