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Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$126M
2
QCM
Quadratic Capital Management
Connecticut
+$115M
3
NL
NEPC LLC
Massachusetts
+$71.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$56.4M
5
EW
Evoke Wealth
California
+$45.1M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$38.9M
2
RCA
Reitz Capital Advisors
Michigan
-$24M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
4
Ameriprise
Ameriprise
Minnesota
-$18.4M
5
Wells Fargo
Wells Fargo
California
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
226
Avantax Planning Partners
Iowa
$1.91M – – –
CAAM
227
Cornerstone Advisors Asset Management
Pennsylvania
$1.9M +$607K +24,034 +47%
CFA
228
Cahill Financial Advisors
Minnesota
$1.89M +$32.8K +1,298 +2%
WWM
229
Western Wealth Management
Colorado
$1.89M +$55.8K +2,212 +3%
JFG
230
JMG Financial Group
Illinois
$1.88M -$659K -26,112 -26%
KAS
231
Kestra Advisory Services
Texas
$1.88M +$427K +16,924 +29%
SWM
232
SeaCrest Wealth Management
New York
$1.87M -$39.6K -1,568 -2%
KC
233
Kades & Cheifetz
Pennsylvania
$1.87M -$101K -3,992 -5%
MA
234
Mutual Advisors
Nebraska
$1.85M -$605K -23,946 -25%
FAM
235
Formidable Asset Management
Ohio
$1.84M -$186K -7,386 -9%
BWM
236
Benchmark Wealth Management
Connecticut
$1.83M -$180K -7,142 -9%
CWM
237
Circle Wealth Management
New Jersey
$1.82M +$1.82M +72,182 New
Macquarie Group
238
Macquarie Group
Australia
$1.81M +$1.81M +71,726 New
KWM
239
Kingsview Wealth Management
Oregon
$1.77M -$12.4K -492 -0.7%
RSVP
240
Ramsay Stattman Vela & Price
Colorado
$1.76M -$39.9K -1,580 -2%
USCWA
241
U.S. Capital Wealth Advisors
Texas
$1.75M +$575K +22,776 +49%
DG
242
DMC Group
Alabama
$1.73M +$28.3K +1,122 +2%
FNC
243
First National Corp
Massachusetts
$1.73M +$4.19K +166 +0.2%
BCM
244
Brookstone Capital Management
Illinois
$1.69M -$519K -20,812 -24%
DAS
245
Dynamic Advisor Solutions
Arizona
$1.67M -$542K -21,488 -25%
RG
246
Retirement Group
California
$1.67M -$44.2K -1,752 -3%
SFA
247
Sequoia Financial Advisors
Ohio
$1.65M -$14.3K -568 -0.9%
AC
248
Abbrea Capital
California
$1.65M -$120K -4,760 -7%
SWP
249
Stratos Wealth Partners
Ohio
$1.64M +$15.2K +604 +0.9%
WLIM
250
White Lighthouse Investment Management
Massachusetts
$1.61M -$156K -6,198 -9%
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