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Schwab US TIPS ETF
SCHP

Overview Fund Activity

649 hedge funds and large institutions have $8.06B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 243 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.44%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
0.84%
New
83
Increased
243
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.09B
2
LNC
Lincoln National Corp
Pennsylvania
$213M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$443M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$878M
5
GP
Greenline Partners
New York
$45.3M

Top Sellers

1
EW
Evoke Wealth
California
$416K
2
QCM
Quadratic Capital Management
Connecticut
$527M
3
Goldman Sachs
Goldman Sachs
New York
$135M
4
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
176
Ellevest Inc
New York
$3.38M +$256K +9,836 +8%
EIG
177
Ellenbecker Investment Group
Wisconsin
$3.36M -$85.9K -3,302 -2%
WT
178
Washington Trust
Rhode Island
$3.3M -$648K -24,906 -16%
RTL
179
Red Tortoise LLC
Georgia
$3.16M +$56.2K +2,162 +2%
AA
180
ALPS Advisors
Colorado
$3.13M +$203K +7,810 +7%
HFS
181
Horizon Financial Services
North Carolina
$3.12M -$18.8K -724 -0.6%
WTA
182
Washington Trust Advisors
Massachusetts
$3.09M -$117K -4,500 -4%
CWM
183
Congress Wealth Management
Massachusetts
$3.07M +$661K +25,430 +28%
MWM
184
McNaughton Wealth Management
California
$3.06M +$233K +8,974 +8%
MWA
185
Moser Wealth Advisors
Washington
$3.04M -$218K -8,364 -7%
WA
186
Waverly Advisors
Alabama
$3.03M -$2.49M -95,866 -45%
KPP
187
Kings Path Partners
Texas
$2.99M +$2.99M +114,978 New
ATIA
188
American Trust Investment Advisors
New Hampshire
$2.98M +$24.7K +950 +0.8%
CMBA
189
C.M. Bidwell & Associates
Hawaii
$2.98M +$282K +10,860 +10%
SWP
190
Stratos Wealth Partners
Ohio
$2.95M -$552K -21,232 -16%
JFG
191
JMG Financial Group
Illinois
$2.91M +$233K +8,968 +9%
GFWA
192
Grey Fox Wealth Advisors
Delaware
$2.9M +$273K +10,506 +10%
IWC
193
Integrated Wealth Concepts
Massachusetts
$2.89M +$1.89M +72,738 +190%
SA
194
Skyline Advisors
Washington
$2.8M +$27.7K +1,066 +1%
GGS
195
Galvin Gaustad & Stein
Arizona
$2.75M -$16K -616 -0.6%
Commonwealth Equity Services
196
Commonwealth Equity Services
Massachusetts
$2.65M -$992K -38,164 -27%
LPAM
197
Lodestar Private Asset Management
California
$2.61M +$343K +13,208 +15%
Stifel Financial
198
Stifel Financial
Missouri
$2.58M -$414K -15,920 -14%
VAS
199
Vestmark Advisory Solutions
Massachusetts
$2.55M +$589K +22,634 +30%
AFP
200
Ausdal Financial Partners
Iowa
$2.53M -$130K -5,014 -5%
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