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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.

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
1
Charles Schwab
California
$1.09B
2
LNC
2
Lincoln National Corp
Pennsylvania
$213M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$443M
4
CPO
4
Cerity Partners OCIO
New York
$130M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$878M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
EW
2
Evoke Wealth
California
$416K
3
QCM
3
Quadratic Capital Management
Connecticut
$527M
4
Goldman Sachs
4
Goldman Sachs
New York
$135M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.09B 20,986,803 +18,334,914 +691%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$878M 16,878,442 +949,684 +6%
QCM
3
Quadratic Capital Management
Connecticut
$527M 10,128,996 -2,148,583 -18%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$443M 8,513,264 +3,769,086 +79%
SEI Investments
5
SEI Investments
Pennsylvania
$278M 5,346,672 +25,514 +0.5%
VOYA Investment Management
6
VOYA Investment Management
Georgia
$268M 5,146,091 +115,209 +2%
LNC
7
Lincoln National Corp
Pennsylvania
$213M 4,087,949 +4,066,009 +18,532%
JRP
8
Jasper Ridge Partners
California
$193M 3,712,494 +381,571 +11%
AllianceBernstein
9
AllianceBernstein
Tennessee
$188M 3,606,102 +257,081 +8%
Cerity Partners
10
Cerity Partners
New York
$170M 3,274,410 +118,514 +4%
NL
11
NEPC LLC
Massachusetts
$155M 2,971,211 +389,180 +15%
CTC
12
Central Trust Company
Missouri
$148M 2,837,161 +256,928 +10%
AA
13
Alesco Advisors
New York
$138M 2,657,675 +64,391 +2%
Goldman Sachs
14
Goldman Sachs
New York
$135M 2,602,253 -1,528,965 -37%
CPO
15
Cerity Partners OCIO
New York
$130M 2,508,540 +2,508,540 New
EPM
16
Elm Partners Management
Pennsylvania
$91.4M 1,756,878 +614,367 +54%
UBS Group
17
UBS Group
Switzerland
$90.8M 1,746,050 +1,934 +0.1%
Ameriprise
18
Ameriprise
Minnesota
$90.3M 1,734,138 +30,154 +2%
US Bancorp
19
US Bancorp
Minnesota
$78.7M 1,512,414 +484,089 +47%
SFPM
20
Sensible Financial Planning & Management
Massachusetts
$76.5M 1,470,342 +20,879 +1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$76.3M 1,467,323 +290,069 +25%
Morgan Stanley
22
Morgan Stanley
New York
$74M 1,422,054 +12,160 +0.9%
Wealthfront Advisers
23
Wealthfront Advisers
California
$59.7M 1,146,923 -85,255 -7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$57.8M 1,111,810 +235,255 +27%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$53.1M 1,021,520 -278,928 -21%
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