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Schwab US TIPS ETF
SCHP

Overview Fund Activity

631 hedge funds and large institutions have $7.4B invested in Schwab US TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 244 increasing their positions, 229 reducing their positions, and 63 closing their positions.

Holders
631
Holders Change
-18
Holders Change %
-2.77%
% of All Funds
9.13%
Holding in Top 10
54
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.9%
% of All Funds
0.78%
New
53
Increased
244
Reduced
229
Closed
63
Calls
$2.98M
Puts
$70K
Net Calls
+$2.91M
Net Calls Change
-$153K

Top Buyers

1
EW
1
Evoke Wealth
California
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$535M
3
QCM
3
Quadratic Capital Management
Connecticut
$613M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$951M
5
Cerity Partners
5
Cerity Partners
New York
$210M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
US Bancorp
2
US Bancorp
Minnesota
$45.9M
3
SLI
3
Sumitomo Life Insurance
Japan
$4.01M
4
SFC
4
Strategic Financial Concepts
Texas
$460K
5
AssetMark Inc
5
AssetMark Inc
California
$22.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Empower Advisory Group
1
Empower Advisory Group
Colorado
$951M 17,735,859 +857,417 +5%
QCM
2
Quadratic Capital Management
Connecticut
$613M 11,431,409 +1,302,413 +13%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$535M 9,972,150 +1,458,886 +17%
SEI Investments
4
SEI Investments
Pennsylvania
$288M 5,376,126 +29,454 +0.6%
VOYA Investment Management
5
VOYA Investment Management
Georgia
$288M 5,375,827 +229,736 +4%
LNC
6
Lincoln National Corp
Pennsylvania
$220M 4,108,676 +20,727 +0.5%
Cerity Partners
7
Cerity Partners
New York
$210M 3,922,743 +648,333 +20%
JRP
8
Jasper Ridge Partners
California
$204M 3,800,720 +88,226 +2%
AllianceBernstein
9
AllianceBernstein
Tennessee
$196M 3,647,651 +41,549 +1%
CTC
10
Central Trust Company
Missouri
$164M 3,054,602 +217,441 +8%
NL
11
NEPC LLC
Massachusetts
$159M 2,971,211 – –
AA
12
Alesco Advisors
New York
$145M 2,704,771 +47,096 +2%
EW
13
Evoke Wealth
California
$136M 2,529,193 +2,521,196 +31,527%
CPO
14
Cerity Partners OCIO
New York
$135M 2,508,540 – –
Goldman Sachs
15
Goldman Sachs
New York
$125M 2,337,050 -265,203 -10%
UBS Group
16
UBS Group
Switzerland
$90.6M 1,689,604 -56,446 -3%
Ameriprise
17
Ameriprise
Minnesota
$87.4M 1,635,526 -98,612 -6%
SFPM
18
Sensible Financial Planning & Management
Massachusetts
$80.2M 1,495,734 +25,392 +2%
Morgan Stanley
19
Morgan Stanley
New York
$77.3M 1,442,183 +20,129 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$69.6M 1,297,919 -169,404 -12%
Wealthfront Advisers
21
Wealthfront Advisers
California
$65.5M 1,221,051 +74,128 +6%
State Street
22
State Street
Massachusetts
$64.6M 1,204,412 +489,436 +68%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$62.8M 1,170,399 +58,589 +5%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$52.7M 982,471 -39,049 -4%
PCIA
25
Prime Capital Investment Advisors
Kansas
$52.4M 976,331 +31,913 +3%
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