SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$257M
2
LGWM
Litman Gregory Wealth Management
California
+$53.6M
3
Temasek Holdings
Temasek Holdings
Singapore
+$37M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$33.5M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$25.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$702M
2
SWG
Summit Wealth Group
Vermont
-$280M
3
Jane Street
Jane Street
New York
-$54.2M
4
GP
Greenline Partners
New York
-$47.9M
5
CSIA
Charles Schwab Investment Advisory
California
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
226
SeaCrest Wealth Management
New York
$1.98M -$68.3K -2,606 -3%
APP
227
Avantax Planning Partners
Iowa
$1.98M -$37.4K -1,426 -2%
Fidelity Investments
228
Fidelity Investments
Massachusetts
$1.98M +$60.4K +2,304 +3%
TFP
229
Tilia Fiduciary Partners
North Carolina
$1.97M -$395K -15,068 -17%
EBA
230
Eagle Bay Advisors
New York
$1.95M -$314K -11,974 -14%
CFA
231
Cahill Financial Advisors
Minnesota
$1.93M +$1.5M +57,112 +346%
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$1.93M -$29.8K -1,136 -2%
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$1.93M -$798K -30,436 -29%
WWM
234
Western Wealth Management
Colorado
$1.9M -$40.5K -1,544 -2%
C1AG
235
Client 1st Advisory Group
Florida
$1.88M -$680K -25,946 -27%
RSVP
236
Ramsay Stattman Vela & Price
Colorado
$1.86M -$164K -6,250 -8%
KWM
237
Kingsview Wealth Management
Oregon
$1.85M -$122K -4,668 -6%
WLIM
238
White Lighthouse Investment Management
Massachusetts
$1.84M -$41.1K -1,566 -2%
AC
239
Abbrea Capital
California
$1.84M +$1.29M +49,180 +236%
FNC
240
First National Corp
Massachusetts
$1.79M -$207K -7,906 -10%
Prudential Financial
241
Prudential Financial
New Jersey
$1.79M +$304K +11,608 +20%
RG
242
Retirement Group
California
$1.78M -$281K -10,738 -14%
DG
243
DMC Group
Alabama
$1.77M +$28.8K +1,100 +2%
SFA
244
Sequoia Financial Advisors
Ohio
$1.73M -$138K -5,264 -7%
SWP
245
Stratos Wealth Partners
Ohio
$1.69M +$350K +13,350 +26%
Susquehanna International Group
246
Susquehanna International Group
Pennsylvania
$1.67M -$992K -37,852 -37%
MCM
247
Mengis Capital Management
Oregon
$1.65M -$4.46K -170 -0.3%
SPC
248
Sigma Planning Corp
Michigan
$1.64M -$536K -20,430 -25%
FF
249
Friedenthal Financial
New Jersey
$1.61M -$24.4K -930 -1%
BSW
250
Buckingham Strategic Wealth
Missouri
$1.61M -$18K -688 -1%
8 9
10
11 12