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Schwab US TIPS ETF

654 hedge funds and large institutions have $8.08B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 246 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,185% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $140K

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

13% more funds holding in top 10

Funds holding in top 10: 5259 (+7)

9.44% more ownership

Funds ownership: 136.09%145.52% (+9.4%)

6% more capital invested

Capital invested by funds: $7.61B → $8.08B (+$467M)

1% more funds holding

Funds holding: 646654 (+8)

0% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 245

Holders
654
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
9.45%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
0.85%
New
84
Increased
246
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
176
McLean Asset Management
Virginia
$3.41M +$18K +698 +0.5%
EI
177
Ellevest Inc
New York
$3.38M +$254K +9,836 +8%
EIG
178
Ellenbecker Investment Group
Wisconsin
$3.36M -$85.4K -3,302 -2%
WT
179
Washington Trust
Rhode Island
$3.3M -$644K -24,906 -16%
RTL
180
Red Tortoise LLC
Georgia
$3.16M +$55.9K +2,162 +2%
AA
181
ALPS Advisors
Colorado
$3.13M +$202K +7,810 +7%
HFS
182
Horizon Financial Services
North Carolina
$3.12M -$18.7K -724 -0.6%
WTA
183
Washington Trust Advisors
Massachusetts
$3.09M -$116K -4,500 -4%
CWM
184
Congress Wealth Management
Massachusetts
$3.07M +$657K +25,430 +28%
MWM
185
McNaughton Wealth Management
California
$3.06M +$232K +8,974 +8%
MWA
186
Moser Wealth Advisors
Washington
$3.04M -$216K -8,364 -7%
WA
187
Waverly Advisors
Alabama
$3.03M -$2.48M -95,866 -45%
KPP
188
Kings Path Partners
Texas
$2.99M +$2.97M +114,978 New
ATIA
189
American Trust Investment Advisors
New Hampshire
$2.98M +$24.6K +950 +0.8%
CMBA
190
C.M. Bidwell & Associates
Hawaii
$2.98M +$281K +10,860 +10%
SWP
191
Stratos Wealth Partners
Ohio
$2.95M -$549K -21,232 -16%
JFG
192
JMG Financial Group
Illinois
$2.91M +$232K +8,968 +9%
GFWA
193
Grey Fox Wealth Advisors
Delaware
$2.9M +$272K +10,506 +10%
IWC
194
Integrated Wealth Concepts
Massachusetts
$2.89M +$1.88M +72,738 +190%
SA
195
Skyline Advisors
Washington
$2.8M +$27.6K +1,066 +1%
GGS
196
Galvin Gaustad & Stein
Arizona
$2.75M -$15.9K -616 -0.6%
Commonwealth Equity Services
197
Commonwealth Equity Services
Massachusetts
$2.65M -$987K -38,164 -27%
LPAM
198
Lodestar Private Asset Management
California
$2.61M +$341K +13,208 +15%
Stifel Financial
199
Stifel Financial
Missouri
$2.58M -$412K -15,920 -14%
VAS
200
Vestmark Advisory Solutions
Massachusetts
$2.55M +$585K +22,634 +30%

SCHP Hedge Fund Activity: Q2 2024 in Review

654 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2024, worth a combined $8.08B — up 6.1% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SCHP positions and 64 closed out — a net gain of 20 holders — while 246 added to existing stakes and 245 trimmed.

The largest buyer was Charles Schwab, adding an estimated $948M. The largest seller was Evoke Wealth, cutting an estimated $137M.

  • 654 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2024, up from 646 in Q1 2024.
  • Funds reported $8.08B of Schwab US TIPS ETF stock for Q2 2024, up 6.1% quarter-over-quarter.
  • 84 funds opened new Schwab US TIPS ETF positions in Q2 2024 and 64 closed out, a net change of +20 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2024 was Charles Schwab, an estimated $948M added.
  • The largest Schwab US TIPS ETF seller in Q2 2024 was Evoke Wealth, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.