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Schwab US TIPS ETF
SCHP

Overview Fund Activity

693 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 306 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-20
Holders Change %
-2.81%
% of All Funds
11.98%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.16%
New
70
Increased
230
Reduced
306
Closed
83
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$216M
2
Jane Street
Jane Street
New York
$131M
3
CSIA
Charles Schwab Investment Advisory
California
$2.34B
4
PCA
Personal Capital Advisors
California
$403M
5
Principal Financial Group
Principal Financial Group
Iowa
$36.9M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
$958M
2
Temasek Holdings
Temasek Holdings
Singapore
$345M
3
Morgan Stanley
Morgan Stanley
New York
$27.2M
4
CW
Connectus Wealth
Ohio
$8.66M
5
UBS Group
UBS Group
Switzerland
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
226
IHT Wealth Management
Illinois
$2.52M +$2.3M +88,960 +1,064%
AWS
227
Atria Wealth Solutions
New York
$2.5M +$447K +17,250 +22%
CST
228
Charles Schwab Trust
Nevada
$2.44M +$1.82M +70,448 +298%
MFA
229
Mayflower Financial Advisors
Massachusetts
$2.42M -$159K -6,138 -6%
OAP
230
One Advisory Partners
Kansas
$2.41M +$1.69M +65,052 +232%
IA
231
IFP Advisors
Florida
$2.34M +$47.8K +1,670 +2%
KWM
232
Kingsview Wealth Management
Oregon
$2.34M -$35.5K -1,372 -1%
Allspring Global Investments
233
Allspring Global Investments
North Carolina
$2.33M -$24.9M -962,000 -91%
LAS
234
Lloyd Advisory Services
Georgia
$2.32M +$1.15M +44,442 +98%
UCFA
235
United Capital Financial Advisors
Texas
$2.32M -$682K -26,330 -23%
HFA
236
Highland Financial Advisors
New Jersey
$2.3M -$289K -11,170 -11%
CPWA
237
Cerro Pacific Wealth Advisors
California
$2.3M -$563K -21,742 -20%
AOWM
238
Alpha Omega Wealth Management
Virginia
$2.28M -$1.39M -53,824 -38%
CA
239
Corrado Advisors
New Jersey
$2.24M -$165K -6,374 -7%
UBS AM
240
UBS AM
Illinois
$2.23M +$2.23M +86,236 New
BSB
241
Bangor Savings Bank
Maine
$2.23M – – –
HighTower Advisors
242
HighTower Advisors
Illinois
$2.19M -$2.24M -86,356 -51%
T
243
TNF
Montana
$2.18M -$433K -16,748 -17%
WLIM
244
White Lighthouse Investment Management
Massachusetts
$2.18M -$63.6K -2,456 -3%
CL
245
Choreo LLC
Illinois
$2.17M +$2.17M +83,580 New
AFA
246
AllGen Financial Advisors
Florida
$2.16M -$7.91M -305,356 -79%
EPM
247
Elm Partners Management
Pennsylvania
$2.14M +$2.14M +82,468 New
AWM
248
Adams Wealth Management
Utah
$2.13M -$1M -38,646 -32%
SB
249
Strategic Blueprint
Georgia
$2.11M -$77K -2,972 -4%
HHRDM
250
H&H Retirement Design & Management
Nevada
$2.11M -$243K -9,360 -10%
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