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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.

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
1
Empower Advisory Group
Colorado
$831M
2
EW
2
Evoke Wealth
California
$138M
3
NL
3
NEPC LLC
Massachusetts
$135M
4
JRP
4
Jasper Ridge Partners
California
$174M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$31.2M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$165M
2
Franklin Resources
2
Franklin Resources
California
$11M
3
QCM
3
Quadratic Capital Management
Connecticut
$640M
4
Goldman Sachs
4
Goldman Sachs
New York
$215M
5
Morgan Stanley
5
Morgan Stanley
New York
$73.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$935M 17,919,530 +393,715 +2%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$831M 15,928,758 +3,650,966 +30%
QCM
3
Quadratic Capital Management
Connecticut
$640M 12,277,579 -2,155,174 -15%
SEI Investments
4
SEI Investments
Pennsylvania
$278M 5,321,158 +76,063 +1%
VOYA Investment Management
5
VOYA Investment Management
Georgia
$262M 5,030,882 -238,665 -5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$247M 4,744,178 -276,004 -5%
Goldman Sachs
7
Goldman Sachs
New York
$215M 4,131,218 -1,696,189 -29%
AllianceBernstein
8
AllianceBernstein
Tennessee
$175M 3,349,021 -86,518 -3%
JRP
9
Jasper Ridge Partners
California
$174M 3,330,923 +797,252 +31%
Cerity Partners
10
Cerity Partners
New York
$165M 3,155,896 -10,230,077 -76%
EW
11
Evoke Wealth
California
$138M 2,653,557 +2,644,419 +28,939%
Charles Schwab
12
Charles Schwab
California
$138M 2,651,889 +97,069 +4%
AA
13
Alesco Advisors
New York
$135M 2,593,284 +52,638 +2%
NL
14
NEPC LLC
Massachusetts
$135M 2,582,031 +1,080,131 +72%
CTC
15
Central Trust Company
Missouri
$135M 2,580,233 +268,632 +12%
PWPCM
16
Perella Weinberg Partners Capital Management
New York
$102M 1,948,275 -25,919 -1%
UBS Group
17
UBS Group
Switzerland
$91M 1,744,116 +738 +0%
Ameriprise
18
Ameriprise
Minnesota
$88.7M 1,703,984 -174,044 -9%
SFPM
19
Sensible Financial Planning & Management
Massachusetts
$75.6M 1,449,463 +67,407 +5%
Morgan Stanley
20
Morgan Stanley
New York
$73.5M 1,409,894 -1,654,974 -54%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$67.8M 1,300,448 -37,121 -3%
Wealthfront Advisers
22
Wealthfront Advisers
California
$64.3M 1,232,178 -18,405 -1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$61.4M 1,177,254 -23,610 -2%
EPM
24
Elm Partners Management
Pennsylvania
$59.6M 1,142,511 -28,457 -2%
US Bancorp
25
US Bancorp
Minnesota
$53.6M 1,028,325 -179,931 -15%
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