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Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$257M
2
LGWM
Litman Gregory Wealth Management
California
+$53.6M
3
Temasek Holdings
Temasek Holdings
Singapore
+$37M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$33.5M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$25.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$702M
2
SWG
Summit Wealth Group
Vermont
-$280M
3
Jane Street
Jane Street
New York
-$54.2M
4
GP
Greenline Partners
New York
-$47.9M
5
CSIA
Charles Schwab Investment Advisory
California
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
251
Summit Financial
New Jersey
$1.58M +$1.35M +51,550 +582%
SA
252
SRH Advisors
Kansas
$1.57M – – –
VST
253
Van Strum & Towne
California
$1.56M – – –
PFS
254
Prospera Financial Services
Texas
$1.53M -$96.9K -3,698 -6%
BWM
255
BCGM Wealth Management
Indiana
$1.52M +$166K +6,328 +12%
TCM
256
Tran Capital Management
California
$1.51M -$54.9K -2,096 -4%
PIMG
257
Patriot Investment Management Group
Tennessee
$1.51M -$3.15K -120 -0.2%
KAS
258
Kestra Advisory Services
Texas
$1.5M +$426K +16,252 +40%
BCM
259
Beaumont Capital Management
Massachusetts
$1.47M – – –
BIA
260
Bigelow Investment Advisors
Maine
$1.46M +$1.46M +55,512 New
HCM
261
Hengehold Capital Management
Ohio
$1.45M -$20.1K -768 -1%
SFS
262
Sowell Financial Services
Arkansas
$1.44M +$74.5K +2,842 +5%
EWM
263
Empirical Wealth Management
Washington
$1.43M -$222K -8,468 -13%
BPA
264
Beacon Pointe Advisors
California
$1.4M -$2.6M -99,244 -65%
WCFA
265
Walkner Condon Financial Advisors
Wisconsin
$1.38M -$194K -7,394 -12%
WI
266
WBI Investments
New Jersey
$1.36M +$87.7K +3,346 +7%
CAAM
267
Cornerstone Advisors Asset Management
Pennsylvania
$1.34M -$1.94K -74 -0.1%
AWS
268
Atria Wealth Solutions
New York
$1.3M -$184K -7,034 -12%
Betterment LLC
269
Betterment LLC
New York
$1.3M -$95.1K -3,626 -7%
AA
270
ALPS Advisors
Colorado
$1.29M +$38.3K +1,460 +3%
CB
271
Commerce Bank
Missouri
$1.28M -$3.34M -127,588 -72%
BFC
272
Blue Fin Capital
Rhode Island
$1.28M +$1.28M +48,938 New
AWA
273
Aletheian Wealth Advisors
Washington
$1.27M +$24.3K +926 +2%
MFA
274
Mayflower Financial Advisors
Massachusetts
$1.24M -$159K -6,084 -11%
NA
275
NewEdge Advisors
Louisiana
$1.22M +$227K +8,640 +23%
9 10
11
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