Schwab US TIPS ETF
SCHP
635 hedge funds and large institutions have $7.42B invested in Schwab US TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 248 increasing their positions, 229 reducing their positions, and 63 closing their positions.
4,151% more call options, than puts
Call options by funds: $2.98M | Put options by funds: $70K
8% more repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 229
3% less funds holding
Funds holding: 654 → 635 (-19)
7% less funds holding in top 10
Funds holding in top 10: 59 → 55 (-4)
8% less capital invested
Capital invested by funds: $8.08B → $7.42B (-$661M)
16.41% less ownership
Funds ownership: 145.13% → 128.72% (-16%)
17% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
+$133M |
| 2 |
JP Morgan Chase
New York
|
+$77.1M |
| 3 |
QCM
Quadratic Capital Management
Greenwich,
Connecticut
|
+$68.8M |
| 4 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$45.3M |
| 5 |
Cerity Partners
New York
|
+$34.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$1.09B |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$34.7M |
| 3 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
-$33M |
| 4 |
AssetMark Inc
Concord,
California
|
-$17.1M |
| 5 |
KIM
Kestra Investment Management
Austin,
Texas
|
-$14.4M |
SCHP Hedge Fund Activity: Q3 2024 in Review
635 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q3 2024, worth a combined $7.42B — down 8.2% from $8.08B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of SCHP and 52 opened new positions — a net loss of 11 holders — while 229 trimmed existing stakes and 248 added.
The largest buyer was Evoke Wealth, adding an estimated $133M. The largest seller was Charles Schwab, exiting entirely with an estimated $1.09B sold.
- 635 institutional investors held Schwab US TIPS ETF (SCHP) as of Q3 2024, down from 654 in Q2 2024.
- Funds reported $7.42B of Schwab US TIPS ETF stock for Q3 2024, down 8.2% quarter-over-quarter.
- 52 funds opened new Schwab US TIPS ETF positions in Q3 2024 and 63 closed out, a net change of -11 holders.
- The largest Schwab US TIPS ETF buyer in Q3 2024 was Evoke Wealth, an estimated $133M added.
- The largest Schwab US TIPS ETF seller in Q3 2024 was Charles Schwab, an estimated $1.09B sold.
Based on aggregated 13F filings for Q3 2024.