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Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Cerity Partners
2
Cerity Partners
New York
$151M
3
Morgan Stanley
3
Morgan Stanley
New York
$85.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$227M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$46.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
QCM
3
Quadratic Capital Management
Connecticut
$629M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
226
Retirement Group
California
$2.1M +$204K +7,616 +11%
SWM
227
SeaCrest Wealth Management
New York
$2.1M -$5.6M -208,780 -73%
RSVP
228
Ramsay Stattman Vela & Price
Colorado
$2.07M -$63.3K -2,360 -3%
APP
229
Avantax Planning Partners
Iowa
$2.06M +$8.63K +322 +0.4%
CST
230
Charles Schwab Trust
Nevada
$2.05M +$294K +10,982 +17%
BAM
231
Baldrige Asset Management
Pennsylvania
$2.05M +$88.3K +3,292 +4%
FNC
232
First National Corp
Massachusetts
$2.04M -$298K -11,120 -13%
TA
233
TrueWealth Advisors
Alabama
$2.02M +$430K +16,038 +27%
KWM
234
Kingsview Wealth Management
Oregon
$2.02M -$83.8K -3,128 -4%
BCP
235
Blackhawk Capital Partners
Wisconsin
$2.01M +$2.01M +75,124 New
Kovitz Investment Group Partners
236
Kovitz Investment Group Partners
Illinois
$2M +$372K +13,880 +23%
WWM
237
Western Wealth Management
Colorado
$1.99M +$437K +16,318 +28%
Fidelity Investments
238
Fidelity Investments
Massachusetts
$1.96M -$23.7K -884 -1%
CMBA
239
C.M. Bidwell & Associates
Hawaii
$1.94M +$736K +27,476 +61%
WLIM
240
White Lighthouse Investment Management
Massachusetts
$1.92M -$74.8K -2,790 -4%
MWM
241
Meridian Wealth Management
Kentucky
$1.92M -$15K -558 -0.8%
SFA
242
Sequoia Financial Advisors
Ohio
$1.91M +$11.3K +422 +0.6%
JIP
243
Jaffetilchin Investment Partners
Florida
$1.81M -$4.49M -167,640 -71%
DG
244
DMC Group
Alabama
$1.78M +$186K +6,918 +12%
MCM
245
Mengis Capital Management
Oregon
$1.69M +$1.69M +63,200 New
EWM
246
Empirical Wealth Management
Washington
$1.69M +$82K +3,060 +5%
FF
247
Friedenthal Financial
New Jersey
$1.68M +$110K +4,120 +7%
PFS
248
Prospera Financial Services
Texas
$1.66M +$32.1K +1,196 +2%
BSB
249
Bangor Savings Bank
Maine
$1.65M – – –
BSW
250
Buckingham Strategic Wealth
Missouri
$1.61M – – –
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10
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