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Schwab US TIPS ETF
SCHP

Overview Fund Activity

653 hedge funds and large institutions have $8.1B invested in Schwab US TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 248 increasing their positions, 227 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+22
Holders Change %
+3.49%
% of All Funds
8.69%
Holding in Top 10
57
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.56%
% of All Funds
0.76%
New
103
Increased
248
Reduced
227
Closed
72
Calls
$2.72M
Puts
–
Net Calls
+$2.72M
Net Calls Change
-$191K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$511M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$402M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$73.1M
4
NL
NEPC LLC
Massachusetts
+$43.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$481M
2
QCM
Quadratic Capital Management
Connecticut
-$223M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$64.7M
4
Goldman Sachs
Goldman Sachs
New York
-$54.8M
5
SAM
Simplify Asset Management
Nevada
-$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
176
Horizon Financial Services
North Carolina
$3.22M +$143K +5,547 +5%
AI
177
Atria Investments
North Carolina
$3.2M -$1.57M -60,818 -33%
RTL
178
Red Tortoise LLC
Georgia
$3.19M +$21.5K +834 +0.7%
HNW
179
High Note Wealth
Minnesota
$3.17M -$1.06M -41,203 -25%
MWM
180
McNaughton Wealth Management
California
$3.15M +$56.9K +2,203 +2%
MAM
181
McLean Asset Management
Virginia
$3.11M +$20.5K +795 +0.7%
FIG
182
FSA Investment Group
Florida
$3.1M +$3.1M +120,489 New
AA
183
ALPS Advisors
Colorado
$3.06M +$19.4K +750 +0.6%
BPA
184
Beacon Pointe Advisors
California
$3.06M -$242K -9,384 -7%
JFG
185
JMG Financial Group
Illinois
$2.99M +$35.8K +1,387 +1%
VAS
186
Vestmark Advisory Solutions
Massachusetts
$2.99M +$73.6K +2,850 +3%
SI
187
Seeds Investor
New York
$2.95M +$2.95M +114,049 New
MWA
188
Moser Wealth Advisors
Washington
$2.93M -$66.4K -2,570 -2%
CWM
189
Congress Wealth Management
Massachusetts
$2.93M -$303K -11,726 -9%
SA
190
Skyline Advisors
Washington
$2.93M +$210K +8,119 +8%
CMBA
191
C.M. Bidwell & Associates
Hawaii
$2.83M -$547K -21,158 -16%
LPAM
192
Lodestar Private Asset Management
California
$2.82M +$131K +5,055 +5%
CCFCSB
193
Cape Cod Five Cents Savings Bank
Massachusetts
$2.79M -$2.79M -51,949 -50%
WTA
194
Washington Trust Advisors
Massachusetts
$2.73M -$151K -5,850 -5%
KC
195
Kades & Cheifetz
Pennsylvania
$2.67M +$972K +37,615 +57%
SOS
196
Silver Oak Securities
Tennessee
$2.67M -$325K -12,599 -11%
Comerica Bank
197
Comerica Bank
Texas
$2.65M +$187K +7,240 +8%
Envestnet Portfolio Solutions
198
Envestnet Portfolio Solutions
Illinois
$2.64M -$14.6K -567 -0.6%
GGS
199
Galvin Gaustad & Stein
Arizona
$2.63M +$40K +1,548 +2%
LGWM
200
Litman Gregory Wealth Management
California
$2.61M -$35.5M -1,374,563 -93%
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