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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 %
GFWA
201
Grey Fox Wealth Advisors
Delaware
$2.64M +$36.2K +1,388 +1%
AWM
202
AE Wealth Management
Kansas
$2.63M -$10.4M -399,902 -80%
IWM
203
IHT Wealth Management
Illinois
$2.45M +$111K +4,254 +5%
JPLA
204
Joseph P. Lucia & Associates
New York
$2.42M -$268K -10,288 -10%
CWM
205
Congress Wealth Management
Massachusetts
$2.41M -$28.8K -1,104 -1%
TW
206
TrinityPoint Wealth
Connecticut
$2.39M -$16.4K -630 -0.7%
Kovitz Investment Group Partners
207
Kovitz Investment Group Partners
Illinois
$2.37M +$87.3K +3,348 +4%
ACM
208
Arcataur Capital Management
Wisconsin
$2.37M -$3.65K -140 -0.2%
CA
209
Cambridge Associates
Massachusetts
$2.36M -$2.51M -96,396 -52%
MNBTD
210
Moody National Bank Trust Division
Texas
$2.36M -$2.51M -96,396 -52%
FAM
211
Frontier Asset Management
Wyoming
$2.35M +$480K +18,412 +26%
AFG
212
Arkansas Financial Group
Arkansas
$2.31M -$1.36K -52 -0.1%
SWM
213
Seed Wealth Management
Illinois
$2.31M -$52.8K -2,040 -2%
CPW
214
Catalyst Private Wealth
California
$2.3M -$312K -11,950 -12%
AFA
215
American Financial Advisors
Georgia
$2.29M -$333K -12,758 -13%
LPAM
216
Lodestar Private Asset Management
California
$2.27M +$23.2K +888 +1%
OAP
217
One Advisory Partners
Kansas
$2.23M +$113K +4,328 +5%
EF
218
Empowered Funds
Pennsylvania
$2.23M +$2.23M +85,598 New
PWS
219
Physician Wealth Solutions
Nevada
$2.07M +$50.7K +1,944 +3%
FFL
220
Financial Freedom LLC
Ohio
$2.07M -$12.6K -482 -0.6%
PCM
221
Passive Capital Management
Maryland
$2.07M +$82.1K +3,148 +4%
FAM
222
Formidable Asset Management
Ohio
$2.06M -$167K -6,418 -8%
WI
223
WBI Investments
New Jersey
$2.05M +$845K +32,404 +70%
TA
224
TrueWealth Advisors
Alabama
$2.04M -$101K -3,868 -5%
SIA
225
Soltis Investment Advisors
Utah
$2.03M +$119K +4,562 +6%
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