SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K

Top Buyers

1
EW
1
Evoke Wealth
California
$208M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$668M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$100M
5
Charles Schwab
5
Charles Schwab
California
$134M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.41B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$6.86M
3
Jane Street
3
Jane Street
New York
$30M
4
QCM
4
Quadratic Capital Management
Connecticut
$1.32B
5
FWM
5
Focused Wealth Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
251
Empirical Wealth Management
Washington
$2.31M -$476K -17,050 -17%
CAM
252
Covenant Asset Management
New Jersey
$2.31M – – –
BCM
253
Beaumont Capital Management
Massachusetts
$2.28M -$101K -3,636 -4%
Kovitz Investment Group Partners
254
Kovitz Investment Group Partners
Illinois
$2.28M +$45.2K +1,620 +2%
AWS
255
Atria Wealth Solutions
New York
$2.21M -$2.64M -94,476 -54%
IA
256
IFP Advisors
Florida
$2.2M – – –
SSWM
257
Sheets Smith Wealth Management
North Carolina
$2.16M +$938K +33,610 +77%
SFA
258
Sequoia Financial Advisors
Ohio
$2.09M +$61.1K +2,190 +3%
DADC
259
D.A. Davidson & Co
Montana
$2.05M -$7.61M -272,620 -79%
BAM
260
Baldrige Asset Management
Pennsylvania
$2.05M +$949 +34 +0%
EFS
261
Econ Financial Services
Pennsylvania
$2.03M +$309K +11,060 +18%
BWM
262
Benchmark Wealth Management
Connecticut
$2.01M +$330K +11,836 +20%
APP
263
Avantax Planning Partners
Iowa
$1.96M – – –
IAN
264
Integrated Advisors Network
Texas
$1.95M +$14.1K +506 +0.7%
GRP
265
Global Retirement Partners
California
$1.95M +$167K +5,994 +9%
WWM
266
Western Wealth Management
Colorado
$1.93M +$290K +10,444 +18%
CMBA
267
C.M. Bidwell & Associates
Hawaii
$1.88M -$100K -3,602 -5%
PIMG
268
Patriot Investment Management Group
Tennessee
$1.79M +$197K +7,048 +12%
HCC
269
Hirtle Callaghan & Co
Pennsylvania
$1.78M +$1.78M +63,872 New
SA
270
SRH Advisors
Kansas
$1.77M +$70.4K +2,524 +4%
KAS
271
Kestra Advisory Services
Texas
$1.72M -$3.5M -125,350 -67%
VST
272
Van Strum & Towne
California
$1.72M -$22.3K -800 -1%
VC
273
Vicus Capital
Pennsylvania
$1.72M +$1.72M +61,568 New
CAAM
274
Cornerstone Advisors Asset Management
Pennsylvania
$1.72M +$26.2K +940 +2%
BIA
275
Bigelow Investment Advisors
Maine
$1.71M +$45.2K +1,620 +3%
9 10
11
12 13