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Schwab US TIPS ETF
SCHP

Overview Fund Activity

588 hedge funds and large institutions have $14.2B invested in Schwab US TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+48
Holders Change %
+8.89%
% of All Funds
10.27%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.13%
New
93
Increased
295
Reduced
125
Closed
39
Calls
$1.78M
Puts
$1.41M
Net Calls
+$362K
Net Calls Change
+$356K

Top Buyers

1
QCM
Quadratic Capital Management
Connecticut
+$834M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$211M
3
Citigroup
Citigroup
New York
+$82.7M
4
NC
NinePointTwo Capital
California
+$66.7M
5
Prudential Financial
Prudential Financial
New Jersey
+$40.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$670M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$172M
3
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$22.8M
4
MAM
Madison Asset Management
Wisconsin
-$22.7M
5
BPB
Badgley, Phelps & Bell
Washington
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
251
Patriot Investment Management Group
Tennessee
$1.78M +$64.8K +2,072 +4%
PA
252
Parallel Advisors
California
$1.75M -$309K -9,882 -15%
NFP
253
Novak Financial Planning
Maryland
$1.73M +$407K +13,030 +31%
CAM
254
Covenant Asset Management
New Jersey
$1.73M +$1.73M +55,200 New
CA
255
Cetera Advisors
Colorado
$1.7M +$142K +4,534 +9%
Comerica Bank
256
Comerica Bank
Texas
$1.7M +$1.32M +41,930 +353%
FHB
257
First Hawaiian Bank
Hawaii
$1.68M +$51.1K +1,636 +3%
BWM
258
Benchmark Wealth Management
Connecticut
$1.67M +$196K +6,276 +13%
ASN
259
Advisory Services Network
Georgia
$1.66M +$643K +20,564 +63%
ASI
260
Advisory Services & Investments
Oregon
$1.63M +$523K +16,726 +47%
FCA
261
FLC Capital Advisors
California
$1.58M +$379K +12,112 +31%
WCM
262
Weik Capital Management
Pennsylvania
$1.56M -$6.56K -210 -0.4%
LA
263
LexAurum Advisors
Kansas
$1.56M +$1.56M +49,792 New
Betterment LLC
264
Betterment LLC
New York
$1.55M +$688 +22 +0%
LCM
265
Liberty Capital Management
Michigan
$1.54M +$1.54M +49,354 New
CRWM
266
Castle Rock Wealth Management
California
$1.51M -$69.1K -2,192 -4%
FI
267
FormulaFolio Investments
Michigan
$1.5M -$21.7K -694 -1%
AI
268
Atria Investments
North Carolina
$1.49M +$85.6K +2,740 +6%
TCM
269
Tran Capital Management
California
$1.49M +$160K +5,112 +12%
BIP
270
Blueprint Investment Partners
North Carolina
$1.47M +$147K +4,700 +11%
FLA
271
Financial Life Advisors
Texas
$1.47M -$143K -4,570 -9%
BA
272
Bennicas & Associates
California
$1.45M – – –
NCMW
273
Northern Capital Management (Washington)
Washington
$1.44M -$1.7M -54,442 -54%
TSW
274
Thompson Siegel & Walmsley
Virginia
$1.42M – – –
JWA
275
JFS Wealth Advisors
Pennsylvania
$1.41M +$1.41M +45,000 New
9 10
11
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