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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 %
AFP
201
Ausdal Financial Partners
Iowa
$2.51M -$90.7K -3,382 -3%
ACM
202
Arcataur Capital Management
Wisconsin
$2.46M -$20.6K -770 -0.8%
BWM
203
BCGM Wealth Management
Indiana
$2.46M -$1.57M -58,472 -39%
FAM
204
Frontier Asset Management
Wyoming
$2.43M -$25.3K -944 -1%
MNBTD
205
Moody National Bank Trust Division
Texas
$2.42M – – –
SFS
206
Summit Financial Strategies
Ohio
$2.32M +$106K +3,954 +5%
SWM
207
Sagace Wealth Management
Florida
$2.29M +$1.23M +92,876 +116%
WA
208
Waverly Advisors
Alabama
$2.29M -$832K -31,038 -27%
WLIM
209
White Lighthouse Investment Management
Massachusetts
$2.26M +$101K +3,770 +5%
PWS
210
Physician Wealth Solutions
Nevada
$2.21M +$1.15M +87,454 +109%
TW
211
TrinityPoint Wealth
Connecticut
$2.15M -$166K -6,202 -7%
RCG
212
Rock Creek Group
District of Columbia
$2.15M – – –
PS
213
Principal Securities
Iowa
$2.13M +$309K +11,516 +17%
AWM
214
AE Wealth Management
Kansas
$2.13M +$80.7K +3,010 +4%
FFL
215
Financial Freedom LLC
Ohio
$2.12M -$23.7K -884 -1%
KOC
216
Koss-Olinger Consulting
Florida
$2.12M +$162K +6,056 +8%
AFG
217
Arkansas Financial Group
Arkansas
$2.09M -$96.3K -3,592 -4%
PCM
218
Passive Capital Management
Maryland
$2.07M +$26K +968 +1%
CL
219
Choreo LLC
Illinois
$2.07M +$465K +17,272 +29%
VWA
220
Visionary Wealth Advisors
Illinois
$2.06M +$21.8K +812 +1%
W
221
WealthCollab
Washington
$2.05M +$231K +8,606 +13%
NRI
222
NFP Retirement Inc
California
$2.05M -$519K -19,334 -20%
CPW
223
Catalyst Private Wealth
California
$2.03M +$237K +8,822 +13%
MWM
224
Maltin Wealth Management
New Jersey
$1.96M +$230K +8,566 +13%
1IA
225
1620 Investment Advisors
Massachusetts
$1.95M -$6.54K -244 -0.3%
7 8
9
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