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Schwab US TIPS ETF
SCHP

Overview Fund Activity

649 hedge funds and large institutions have $8.06B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 243 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.44%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
0.84%
New
83
Increased
243
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.09B
2
LNC
Lincoln National Corp
Pennsylvania
$213M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$443M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$878M
5
GP
Greenline Partners
New York
$45.3M

Top Sellers

1
EW
Evoke Wealth
California
$416K
2
QCM
Quadratic Capital Management
Connecticut
$527M
3
Goldman Sachs
Goldman Sachs
New York
$135M
4
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
201
Kovitz Investment Group Partners
Illinois
$2.49M +$130K +5,006 +6%
NRI
202
NFP Retirement Inc
California
$2.49M -$193K -7,428 -7%
CST
203
Charles Schwab Trust
Nevada
$2.47M +$527K +20,248 +27%
Comerica Bank
204
Comerica Bank
Texas
$2.44M -$2.05M -78,686 -46%
NA
205
NewEdge Advisors
Louisiana
$2.44M +$785K +30,178 +48%
Mariner
206
Mariner
Kansas
$2.42M -$378K -14,526 -14%
OAP
207
One Advisory Partners
Kansas
$2.41M +$192K +7,366 +9%
ACM
208
Arcataur Capital Management
Wisconsin
$2.41M +$43.4K +1,670 +2%
FAM
209
Frontier Asset Management
Wyoming
$2.39M +$43.7K +1,680 +2%
CA
210
Cambridge Associates
Massachusetts
$2.35M – – –
MNBTD
211
Moody National Bank Trust Division
Texas
$2.35M – – –
TW
212
TrinityPoint Wealth
Connecticut
$2.25M -$141K -5,408 -6%
VW
213
Veridan Wealth
Oregon
$2.22M +$2.22M +166,554 New
SIA
214
Soltis Investment Advisors
Utah
$2.16M +$137K +5,286 +7%
SFS
215
Summit Financial Strategies
Ohio
$2.15M +$177K +6,824 +9%
AFG
216
Arkansas Financial Group
Arkansas
$2.12M -$178K -6,860 -8%
WLIM
217
White Lighthouse Investment Management
Massachusetts
$2.1M +$78.1K +3,004 +4%
PWS
218
Physician Wealth Solutions
Nevada
$2.09M +$25K +962 +1%
SWM
219
Sagace Wealth Management
Florida
$2.08M +$2.08M +79,884 New
RCG
220
Rock Creek Group
District of Columbia
$2.08M +$2.08M +80,050 New
FFL
221
Financial Freedom LLC
Ohio
$2.08M +$14.2K +546 +0.7%
JPLA
222
Joseph P. Lucia & Associates
New York
$2.05M -$366K -14,076 -15%
FFN
223
Focus Financial Network
Minnesota
$2.03M +$13.3K +506 +0.7%
AFA
224
American Financial Advisors
Georgia
$1.99M -$288K -11,092 -13%
PCM
225
Passive Capital Management
Maryland
$1.99M -$76K -2,922 -4%
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