SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

631 hedge funds and large institutions have $7.4B invested in Schwab US TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 244 increasing their positions, 229 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-18
Holders Change %
-2.77%
% of All Funds
9.13%
Holding in Top 10
54
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.9%
% of All Funds
0.78%
New
53
Increased
244
Reduced
229
Closed
63
Calls
$2.98M
Puts
$70K
Net Calls
+$2.91M
Net Calls Change
-$153K

Top Buyers

1
EW
1
Evoke Wealth
California
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$535M
3
QCM
3
Quadratic Capital Management
Connecticut
$613M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$951M
5
Cerity Partners
5
Cerity Partners
New York
$210M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
US Bancorp
2
US Bancorp
Minnesota
$45.9M
3
SLI
3
Sumitomo Life Insurance
Japan
$4.01M
4
SFC
4
Strategic Financial Concepts
Texas
$460K
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPP
176
Kings Path Partners
Texas
$3.31M +$230K +8,588 +7%
RTL
177
Red Tortoise LLC
Georgia
$3.29M +$30.2K +1,126 +0.9%
NA
178
NewEdge Advisors
Louisiana
$3.21M +$701K +26,144 +28%
MWM
179
McNaughton Wealth Management
California
$3.21M +$55.6K +2,074 +2%
HFS
180
Horizon Financial Services
North Carolina
$3.2M -$24.8K -926 -0.8%
MAM
181
McLean Asset Management
Virginia
$3.18M -$293K -11,040 -8%
AA
182
ALPS Advisors
Colorado
$3.16M -$67.8K -2,530 -2%
MWA
183
Moser Wealth Advisors
Washington
$3.11M -$21.5K -800 -0.7%
SOS
184
Silver Oak Securities
Tennessee
$3.11M +$2.99M +111,406 +2,394%
JFG
185
JMG Financial Group
Illinois
$3.06M +$60.2K +2,246 +2%
VAS
186
Vestmark Advisory Solutions
Massachusetts
$3.02M +$392K +14,622 +15%
EIG
187
Ellenbecker Investment Group
Wisconsin
$3.01M -$452K -16,858 -13%
WTA
188
Washington Trust Advisors
Massachusetts
$2.99M -$200K -7,440 -6%
WT
189
Washington Trust
Rhode Island
$2.88M -$517K -19,266 -15%
SA
190
Skyline Advisors
Washington
$2.82M -$63.2K -2,358 -2%
LPAM
191
Lodestar Private Asset Management
California
$2.79M +$102K +3,792 +4%
CCFCSB
192
Cape Cod Five Cents Savings Bank
Massachusetts
$2.79M -$1.86M -69,308 -40%
Envestnet Portfolio Solutions
193
Envestnet Portfolio Solutions
Illinois
$2.75M -$8.74M -326,018 -76%
IWC
194
Integrated Wealth Concepts
Massachusetts
$2.74M -$241K -8,972 -8%
GGS
195
Galvin Gaustad & Stein
Arizona
$2.69M -$146K -5,444 -5%
SWP
196
Stratos Wealth Partners
Ohio
$2.6M -$440K -16,418 -14%
ULWM
197
Upper Left Wealth Management
Florida
$2.58M -$935K -35,322 -27%
Comerica Bank
198
Comerica Bank
Texas
$2.56M +$43.3K +1,616 +2%
Commonwealth Equity Services
199
Commonwealth Equity Services
Massachusetts
$2.54M -$190K -7,102 -7%
PWM
200
Perigon Wealth Management
California
$2.53M -$1.03M -38,590 -29%
6 7
8
9 10