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Schwab US TIPS ETF
SCHP

Overview Fund Activity

696 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 196 increasing their positions, 320 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.23%
Holding in Top 10
62
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.46%
% of All Funds
1%
New
110
Increased
196
Reduced
320
Closed
100
Calls
$16.7M
Puts
$508K
Net Calls
+$16.2M
Net Calls Change
+$15.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$857M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$165M
3
Goldman Sachs
Goldman Sachs
New York
$282M
4
PCA
Personal Capital Advisors
California
$436M
5
CTC
Central Trust Company
Missouri
$76M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$108M
2
QCM
Quadratic Capital Management
Connecticut
$824M
3
Jane Street
Jane Street
New York
$49.5M
4
EW
Evoke Wealth
California
$143M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Avantax Advisory Services
Texas
$2.08M +$189K +7,318 +10%
RSVP
227
Ramsay Stattman Vela & Price
Colorado
$2.06M -$607K -23,440 -23%
ATIA
228
American Trust Investment Advisors
New Hampshire
$2.04M -$1.64M -63,358 -45%
KC
229
Kades & Cheifetz
Pennsylvania
$2.04M +$2.04M +78,806 New
SIA
230
Soltis Investment Advisors
Utah
$2.04M +$906K +34,982 +80%
KWM
231
Kingsview Wealth Management
Oregon
$2.03M -$307K -11,848 -13%
BWM
232
Benchmark Wealth Management
Connecticut
$2M +$83.2K +3,212 +4%
CA
233
Corrado Advisors
New Jersey
$1.99M -$249K -9,612 -11%
Prudential Financial
234
Prudential Financial
New Jersey
$1.98M -$1.2M -46,460 -38%
APP
235
Avantax Planning Partners
Iowa
$1.98M +$150K +5,778 +8%
CFG
236
Carr Financial Group
Massachusetts
$1.98M +$1.98M +76,380 New
HighTower Advisors
237
HighTower Advisors
Illinois
$1.97M -$223K -8,594 -10%
HHRDM
238
H&H Retirement Design & Management
Nevada
$1.96M -$177K -6,742 -8%
CAAS
239
Capital Asset Advisory Services
Michigan
$1.95M +$1.95M +75,302 New
AWS
240
Atria Wealth Solutions
New York
$1.94M -$566K -21,864 -23%
WLIM
241
White Lighthouse Investment Management
Massachusetts
$1.93M -$248K -9,576 -11%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$1.92M -$827K -31,954 -30%
EBA
243
Eagle Bay Advisors
New York
$1.9M +$749K +28,942 +65%
BAM
244
Baldrige Asset Management
Pennsylvania
$1.9M +$7.87K +304 +0.4%
MWM
245
Meridian Wealth Management
Kentucky
$1.87M -$202K -7,816 -10%
RG
246
Retirement Group
California
$1.84M +$307K +11,856 +20%
SFA
247
Sequoia Financial Advisors
Ohio
$1.83M -$35.7K -1,380 -2%
Corient Private Wealth
248
Corient Private Wealth
Florida
$1.83M +$1.83M +102,446 New
FIM
249
Freedom Investment Management
Connecticut
$1.78M +$707K +27,318 +66%
WCFA
250
Walkner Condon Financial Advisors
Wisconsin
$1.76M -$941K -36,336 -35%
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