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Schwab US TIPS ETF
SCHP

Overview Fund Activity

693 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 306 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-20
Holders Change %
-2.81%
% of All Funds
11.98%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.16%
New
70
Increased
230
Reduced
306
Closed
83
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$216M
2
Jane Street
Jane Street
New York
$131M
3
CSIA
Charles Schwab Investment Advisory
California
$2.34B
4
PCA
Personal Capital Advisors
California
$403M
5
Principal Financial Group
Principal Financial Group
Iowa
$36.9M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
$958M
2
Temasek Holdings
Temasek Holdings
Singapore
$345M
3
Morgan Stanley
Morgan Stanley
New York
$27.2M
4
CW
Connectus Wealth
Ohio
$8.66M
5
UBS Group
UBS Group
Switzerland
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
251
NFP Retirement Inc
California
$2.07M +$616K +23,770 +42%
MWM
252
Meridian Wealth Management
Kentucky
$2.07M +$671K +25,896 +48%
SSWM
253
Sheets Smith Wealth Management
North Carolina
$2.06M +$57.9K +2,236 +3%
FPCP
254
Fort Point Capital Partners
California
$2.04M +$1.41M +54,528 +224%
BAM
255
Belpointe Asset Management
Nevada
$2.03M -$242K -9,348 -11%
NW
256
NewEdge Wealth
Pennsylvania
$1.93M -$642K -24,768 -25%
BWM
257
Benchmark Wealth Management
Connecticut
$1.92M +$54.2K +2,092 +3%
WWM
258
Western Wealth Management
Colorado
$1.91M +$89.6K +3,422 +5%
BAM
259
Baldrige Asset Management
Pennsylvania
$1.89M -$15.4K -596 -0.8%
AAS
260
Avantax Advisory Services
Texas
$1.89M -$267K -10,322 -12%
LTL
261
Lowery Thomas LLC
California
$1.87M -$738K -28,470 -28%
SFA
262
Sequoia Financial Advisors
Ohio
$1.87M -$71.1K -2,744 -4%
SPAS
263
Spectrum Planning & Advisory Services
California
$1.84M -$429K -16,548 -19%
APP
264
Avantax Planning Partners
Iowa
$1.84M +$12.3K +474 +0.7%
APA
265
American Portfolios Advisors
New York
$1.83M +$885K +34,186 +94%
EWM
266
Empirical Wealth Management
Washington
$1.82M -$326K -12,582 -15%
FFWA
267
FRG Family Wealth Advisors
Washington
$1.8M +$303K +11,700 +20%
BEAM
268
Baker Ellis Asset Management
Washington
$1.73M +$669K +25,820 +63%
OPWM
269
Oxinas Partners Wealth Management
Indiana
$1.7M -$1.75M -67,644 -51%
KAS
270
Kestra Advisory Services
Texas
$1.67M +$76.8K +2,964 +5%
GGS
271
Galvin Gaustad & Stein
Arizona
$1.65M +$1.65M +63,540 New
BIA
272
Bigelow Investment Advisors
Maine
$1.65M +$59K +2,278 +4%
CAAM
273
Cornerstone Advisors Asset Management
Pennsylvania
$1.64M +$46.1K +1,780 +3%
OC
274
Oarsman Capital
Wisconsin
$1.62M -$1.09M -41,972 -40%
USCWA
275
U.S. Capital Wealth Advisors
Texas
$1.61M -$2.98M -115,060 -65%
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