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Schwab US TIPS ETF
SCHP

Overview Fund Activity

652 hedge funds and large institutions have $8.09B invested in Schwab US TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 515 increasing their positions, 29 reducing their positions, and 72 closing their positions.

Holders
652
Holders Change
+21
Holders Change %
+3.33%
% of All Funds
8.68%
Holding in Top 10
57
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.56%
% of All Funds
0.76%
New
103
Increased
515
Reduced
29
Closed
72
Calls
$2.72M
Puts
–
Net Calls
+$2.72M
Net Calls Change
-$191K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$574M
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$989M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$402M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$498M
5
SEI Investments
5
SEI Investments
Pennsylvania
$290M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$33.8M
2
SAM
2
Simplify Asset Management
Nevada
$0
3
LGWM
3
Litman Gregory Wealth Management
California
$2.61M
4
MIS
4
Morningstar Investment Services
Illinois
$4.52M
5
CA
5
Cambridge Associates
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Empower Advisory Group
1
Empower Advisory Group
Colorado
$989M 38,301,085 +20,565,226 +116%
Wealthfront Advisers
2
Wealthfront Advisers
California
$574M 22,234,248 +21,013,197 +1,721%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$498M 19,294 +8,394 +77%
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$402M 15,565,679 +15,565,679 New
QCM
5
Quadratic Capital Management
Connecticut
$368M 14,235,092 +2,803,683 +25%
SEI Investments
6
SEI Investments
Pennsylvania
$290M 11,217,087 +5,840,961 +109%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$283M 10,955,163 +5,579,336 +104%
LNC
8
Lincoln National Corp
Pennsylvania
$213M 8,227,198 +4,118,522 +100%
Cerity Partners
9
Cerity Partners
New York
$207M 8,004,393 +4,081,650 +104%
AllianceBernstein
10
AllianceBernstein
Tennessee
$197M 7,644,210 +3,996,559 +110%
NL
11
NEPC LLC
Massachusetts
$197M 7,637,467 +4,666,256 +157%
JRP
12
Jasper Ridge Partners
California
$194M 7,519,495 +3,718,775 +98%
CTC
13
Central Trust Company
Missouri
$152M 5,872,188 +2,817,586 +92%
AA
14
Alesco Advisors
New York
$144M 5,570,374 +2,865,603 +106%
CPO
15
Cerity Partners OCIO
New York
$130M 5,017,080 +2,508,540 +100%
EW
16
Evoke Wealth
California
$126M 4,860,747 +2,331,554 +92%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$103M 3,985,927 +2,688,008 +207%
Morgan Stanley
18
Morgan Stanley
New York
$99M 3,832,423 +2,390,240 +166%
EPM
19
Elm Partners Management
Pennsylvania
$97M 3,753,515 +2,085,249 +125%
UBS Group
20
UBS Group
Switzerland
$88.8M 3,437,386 +1,747,782 +103%
Ameriprise
21
Ameriprise
Minnesota
$81.8M 3,134,732 +1,499,206 +92%
SFPM
22
Sensible Financial Planning & Management
Massachusetts
$75.8M 2,935,521 +1,439,787 +96%
Goldman Sachs
23
Goldman Sachs
New York
$65.9M 2,551,410 +214,360 +9%
State Street
24
State Street
Massachusetts
$65.4M 2,531,234 +1,326,822 +110%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$59.5M 2,305,109 +1,134,710 +97%
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