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Schwab US TIPS ETF
SCHP

Overview Fund Activity

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K

Top Buyers

1
EW
1
Evoke Wealth
California
$208M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$668M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$100M
5
Charles Schwab
5
Charles Schwab
California
$134M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.41B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$6.86M
3
Jane Street
3
Jane Street
New York
$30M
4
QCM
4
Quadratic Capital Management
Connecticut
$1.32B
5
FWM
5
Focused Wealth Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
226
Summit Trail Advisors
New York
$2.88M +$2.88M +103,362 New
T
227
TNF
Montana
$2.86M +$808K +28,496 +39%
LTL
228
Lowery Thomas LLC
California
$2.81M -$5.03M -180,116 -64%
HFA
229
Highland Financial Advisors
New Jersey
$2.79M +$2.79M +100,084 New
SI
230
Stephens Inc
Arkansas
$2.79M -$89.9K -3,222 -3%
CWM
231
Congress Wealth Management
Massachusetts
$2.78M +$81.6K +2,924 +3%
MFA
232
Mayflower Financial Advisors
Massachusetts
$2.77M +$762K +27,320 +38%
NW
233
NewEdge Wealth
Pennsylvania
$2.77M -$1.62M -57,952 -37%
HCM
234
Hengehold Capital Management
Ohio
$2.73M +$383K +13,740 +16%
FAM
235
Formidable Asset Management
Ohio
$2.72M +$74K +2,648 +3%
SFS
236
Security Financial Services
Indiana
$2.66M +$1.16M +41,708 +78%
CA
237
Corrado Advisors
New Jersey
$2.59M -$1.83M -65,656 -41%
HHRDM
238
H&H Retirement Design & Management
Nevada
$2.57M -$458K -16,140 -15%
KWM
239
Kingsview Wealth Management
Oregon
$2.55M +$442K +15,840 +21%
AFS
240
Annapolis Financial Services
Maryland
$2.54M +$642K +23,018 +34%
SWM
241
SeaCrest Wealth Management
New York
$2.53M -$15.9M -570,690 -86%
BAM
242
Belpointe Asset Management
Nevada
$2.44M +$317K +11,340 +15%
SPAS
243
Spectrum Planning & Advisory Services
California
$2.44M +$651K +23,332 +36%
MSFS
244
Main Street Financial Solutions
Pennsylvania
$2.42M -$469K -16,816 -16%
WLIM
245
White Lighthouse Investment Management
Massachusetts
$2.41M -$90.8K -3,254 -4%
BSB
246
Bangor Savings Bank
Maine
$2.4M -$5.47K -196 -0.2%
SB
247
Strategic Blueprint
Georgia
$2.36M +$1.01M +36,272 +75%
HC
248
Hamilton Capital
Ohio
$2.35M -$87.3K -3,128 -4%
BIP
249
Blueprint Investment Partners
North Carolina
$2.33M -$183K -6,572 -7%
AAS
250
Avantax Advisory Services
Texas
$2.32M -$106K -3,790 -4%
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