Schwab US TIPS ETF
SCHP
646 hedge funds and large institutions have $7.61B invested in Schwab US TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 227 increasing their positions, 258 reducing their positions, and 67 closing their positions.
2,366% more call options, than puts
Call options by funds: $6.17M | Put options by funds: $250K
4% more funds holding in top 10
Funds holding in top 10: 50 → 52 (+2)
3% less capital invested
Capital invested by funds: $7.85B → $7.61B (-$236M)
3% less funds holding
Funds holding: 663 → 646 (-17)
9.25% less ownership
Funds ownership: 145.34% → 136.09% (-9.3%)
12% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 67
12% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 258
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$189M |
| 2 |
EW
Evoke Wealth
Los Angeles,
California
|
+$137M |
| 3 |
NL
NEPC LLC
Boston,
Massachusetts
|
+$56M |
| 4 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
+$41.4M |
| 5 |
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$531M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$213M |
| 3 |
QCM
Quadratic Capital Management
Greenwich,
Connecticut
|
-$112M |
| 4 |
Goldman Sachs
New York
|
-$88M |
| 5 |
Morgan Stanley
New York
|
-$85.9M |
SCHP Hedge Fund Activity: Q1 2024 in Review
646 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q1 2024, worth a combined $7.61B — down 3% from $7.85B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of SCHP and 59 opened new positions — a net loss of 8 holders — while 258 trimmed existing stakes and 227 added.
The largest buyer was Empower Advisory Group, adding an estimated $189M. The largest seller was Cerity Partners, cutting an estimated $531M.
- 646 institutional investors held Schwab US TIPS ETF (SCHP) as of Q1 2024, down from 663 in Q4 2023.
- Funds reported $7.61B of Schwab US TIPS ETF stock for Q1 2024, down 3% quarter-over-quarter.
- 59 funds opened new Schwab US TIPS ETF positions in Q1 2024 and 67 closed out, a net change of -8 holders.
- The largest Schwab US TIPS ETF buyer in Q1 2024 was Empower Advisory Group, an estimated $189M added.
- The largest Schwab US TIPS ETF seller in Q1 2024 was Cerity Partners, an estimated $531M sold.
Based on aggregated 13F filings for Q1 2024.