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Schwab US TIPS ETF
SCHP

Overview Fund Activity

652 hedge funds and large institutions have $8.09B invested in Schwab US TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+21
Holders Change %
+3.33%
% of All Funds
8.68%
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
247
Reduced
227
Closed
72
Calls
$2.72M
Puts
–
Net Calls
+$2.72M
Net Calls Change
-$191K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$574M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$402M
3
Empower Advisory Group
Empower Advisory Group
Colorado
$989M
4
NL
NEPC LLC
Massachusetts
$197M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$103M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$33.8M
2
QCM
Quadratic Capital Management
Connecticut
$368M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$498M
4
Goldman Sachs
Goldman Sachs
New York
$65.9M
5
SAM
Simplify Asset Management
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
P
201
&Partners
Tennessee
$2.57M +$2.18M +83,149 +570%
IWC
202
Integrated Wealth Concepts
Massachusetts
$2.56M -$79.5K -3,076 -3%
WT
203
Washington Trust
Rhode Island
$2.52M -$259K -10,038 -9%
KF
204
K2 Financial
California
$2.45M +$2.45M +95,351 New
NA
205
NewEdge Advisors
Louisiana
$2.45M -$644K -24,934 -21%
SFS
206
Summit Financial Strategies
Ohio
$2.45M +$212K +8,221 +10%
BWM
207
BCGM Wealth Management
Indiana
$2.45M +$78.9K +3,056 +3%
W
208
WealthCollab
Washington
$2.44M +$470K +18,192 +24%
AFP
209
Ausdal Financial Partners
Iowa
$2.39M -$35.4K -1,369 -1%
WLIM
210
White Lighthouse Investment Management
Massachusetts
$2.37M +$189K +7,299 +9%
FAM
211
Frontier Asset Management
Wyoming
$2.37M +$21.9K +848 +0.9%
PWM
212
Perigon Wealth Management
California
$2.35M -$101K -3,906 -4%
ACM
213
Arcataur Capital Management
Wisconsin
$2.34M -$33.2K -1,286 -1%
Commonwealth Equity Services
214
Commonwealth Equity Services
Massachusetts
$2.29M -$165K -6,373 -7%
PFM
215
Phillips Financial Management
Indiana
$2.26M +$654K +25,304 +41%
AWS
216
Atria Wealth Solutions
New York
$2.18M +$1.36M +52,733 +166%
PWS
217
Physician Wealth Solutions
Nevada
$2.18M -$2.16M -83,565 -50%
1IA
218
1620 Investment Advisors
Massachusetts
$2.17M +$293K +11,359 +16%
CPW
219
Catalyst Private Wealth
California
$2.09M +$140K +5,433 +7%
NRI
220
NFP Retirement Inc
California
$2.06M +$85.7K +3,317 +4%
FFL
221
Financial Freedom LLC
Ohio
$2.05M +$10.8K +419 +0.5%
TW
222
TrinityPoint Wealth
Connecticut
$2.04M -$34K -1,316 -2%
IA
223
IFP Advisors
Florida
$2.03M +$338K +13,093 +20%
EBA
224
Eagle Bay Advisors
New York
$2.02M -$1.42M -55,144 -41%
VWA
225
Visionary Wealth Advisors
Illinois
$1.97M -$14.2K -551 -0.7%
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