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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
AFP
201
Ausdal Financial Partners
Iowa
$2.53M -$130K -5,014 -5%
Kovitz Investment Group Partners
202
Kovitz Investment Group Partners
Illinois
$2.49M +$129K +5,006 +6%
NRI
203
NFP Retirement Inc
California
$2.49M -$192K -7,428 -7%
CST
204
Charles Schwab Trust
Nevada
$2.47M +$523K +20,248 +27%
Comerica Bank
205
Comerica Bank
Texas
$2.44M -$2.03M -78,686 -46%
NA
206
NewEdge Advisors
Louisiana
$2.44M +$780K +30,178 +48%
Mariner
207
Mariner
Kansas
$2.42M -$376K -14,526 -14%
OAP
208
One Advisory Partners
Kansas
$2.41M +$190K +7,366 +9%
ACM
209
Arcataur Capital Management
Wisconsin
$2.41M +$43.2K +1,670 +2%
FAM
210
Frontier Asset Management
Wyoming
$2.39M +$43.4K +1,680 +2%
CA
211
Cambridge Associates
Massachusetts
$2.35M
MNBTD
212
Moody National Bank Trust Division
Texas
$2.35M
TW
213
TrinityPoint Wealth
Connecticut
$2.25M -$140K -5,408 -6%
VW
214
Veridan Wealth
Oregon
$2.22M +$4.31M +166,554 New
SIA
215
Soltis Investment Advisors
Utah
$2.16M +$137K +5,286 +7%
SFS
216
Summit Financial Strategies
Ohio
$2.15M +$176K +6,824 +9%
AFG
217
Arkansas Financial Group
Arkansas
$2.12M -$177K -6,860 -8%
WLIM
218
White Lighthouse Investment Management
Massachusetts
$2.1M +$77.7K +3,004 +4%
PWS
219
Physician Wealth Solutions
Nevada
$2.09M +$24.9K +962 +1%
SWM
220
Sagace Wealth Management
Florida
$2.08M +$2.07M +79,884 New
RCG
221
Rock Creek Group
District of Columbia
$2.08M +$2.07M +80,050 New
FFL
222
Financial Freedom LLC
Ohio
$2.08M +$14.1K +546 +0.7%
JPLA
223
Joseph P. Lucia & Associates
New York
$2.05M -$364K -14,076 -15%
FFN
224
Focus Financial Network
Minnesota
$2.03M +$13.1K +506 +0.7%
AFA
225
American Financial Advisors
Georgia
$1.99M -$287K -11,092 -13%

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.