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Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Cerity Partners
2
Cerity Partners
New York
$151M
3
Morgan Stanley
3
Morgan Stanley
New York
$85.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$227M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$46.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
QCM
3
Quadratic Capital Management
Connecticut
$629M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
251
Walkner Condon Financial Advisors
Wisconsin
$1.61M -$215K -8,020 -12%
TCM
252
Tran Capital Management
California
$1.6M +$39.7K +1,480 +3%
VST
253
Van Strum & Towne
California
$1.6M – – –
SA
254
SRH Advisors
Kansas
$1.57M -$23.6K -880 -1%
TSS
255
Two Sigma Securities
New York
$1.54M +$1.27M +47,536 +471%
PIMG
256
Patriot Investment Management Group
Tennessee
$1.54M -$22.4K -834 -1%
Prudential Financial
257
Prudential Financial
New Jersey
$1.52M -$536K -19,986 -26%
AWS
258
Atria Wealth Solutions
New York
$1.52M -$486K -18,134 -24%
BCM
259
Beaumont Capital Management
Massachusetts
$1.51M – – –
HCM
260
Hengehold Capital Management
Ohio
$1.5M -$4.32M -161,236 -74%
PA
261
PFG Advisors
Arizona
$1.48M -$996K -37,154 -40%
WCM
262
Weik Capital Management
Pennsylvania
$1.44M -$47K -1,754 -3%
MFA
263
Mayflower Financial Advisors
Massachusetts
$1.43M -$205K -7,636 -12%
BIA
264
Bigelow Investment Advisors
Maine
$1.43M -$1.37M -52,852 Closed
Betterment LLC
265
Betterment LLC
New York
$1.42M -$112K -4,178 -7%
SFS
266
Sowell Financial Services
Arkansas
$1.4M -$379K -14,138 -21%
WP
267
WealthPLAN Partners
Nebraska
$1.4M +$64.1K +2,390 +5%
EW
268
Enzi Wealth
Texas
$1.39M -$1.48M -55,740 -52%
BWM
269
BCGM Wealth Management
Indiana
$1.38M -$180K -6,710 -11%
UCFA
270
United Capital Financial Advisors
Texas
$1.38M -$199K -7,408 -13%
CAAM
271
Cornerstone Advisors Asset Management
Pennsylvania
$1.37M -$22.7K -846 -2%
RC
272
Roundview Capital
New Jersey
$1.37M -$987K -36,826 -42%
OPWM
273
Oxinas Partners Wealth Management
Indiana
$1.37M -$76.5K -2,854 -5%
SWP
274
Stratos Wealth Partners
Ohio
$1.37M +$1.37M +51,134 New
AGA
275
Arkos Global Advisors
Texas
$1.37M -$57.9K -2,162 -4%
9 10
11
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