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Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$126M
2
QCM
Quadratic Capital Management
Connecticut
+$115M
3
NL
NEPC LLC
Massachusetts
+$71.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$56.4M
5
EW
Evoke Wealth
California
+$45.1M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$38.9M
2
RCA
Reitz Capital Advisors
Michigan
-$24M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
4
Ameriprise
Ameriprise
Minnesota
-$18.4M
5
Wells Fargo
Wells Fargo
California
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFP
251
Tilia Fiduciary Partners
North Carolina
$1.61M -$284K -11,260 -15%
CM
252
Columbus Macro
Pennsylvania
$1.57M -$2.85M -113,062 -64%
SF
253
Summit Financial
New Jersey
$1.51M -$19.3K -764 -1%
Susquehanna International Group
254
Susquehanna International Group
Pennsylvania
$1.5M -$102K -4,040 -6%
SA
255
SRH Advisors
Kansas
$1.48M – – –
Corient Private Wealth
256
Corient Private Wealth
Florida
$1.47M +$464K +18,392 +46%
VST
257
Van Strum & Towne
California
$1.45M -$53K -2,100 -4%
MCM
258
Mengis Capital Management
Oregon
$1.45M -$142K -5,608 -9%
Prudential Financial
259
Prudential Financial
New Jersey
$1.44M -$287K -11,352 -17%
BFC
260
Blue Fin Capital
Rhode Island
$1.44M +$201K +7,966 +16%
AWM
261
Axxcess Wealth Management
California
$1.44M +$1.44M +56,872 New
CAAS
262
Capital Asset Advisory Services
Michigan
$1.43M -$954K -37,822 -40%
BCM
263
Beaumont Capital Management
Massachusetts
$1.42M – – –
BIA
264
Bigelow Investment Advisors
Maine
$1.4M -$3.08K -122 -0.2%
CST
265
Charles Schwab Trust
Nevada
$1.39M -$784K -31,062 -36%
HCM
266
Hengehold Capital Management
Ohio
$1.38M -$17.6K -696 -1%
SPC
267
Sigma Planning Corp
Michigan
$1.36M -$219K -8,672 -14%
TCM
268
Tran Capital Management
California
$1.31M -$147K -5,840 -10%
WCFA
269
Walkner Condon Financial Advisors
Wisconsin
$1.3M -$23.5K -932 -2%
WI
270
WBI Investments
New Jersey
$1.29M -$12.9K -512 -1%
FF
271
Friedenthal Financial
New Jersey
$1.29M -$264K -10,466 -17%
SFS
272
Sowell Financial Services
Arkansas
$1.29M -$101K -4,010 -7%
BSW
273
Buckingham Strategic Wealth
Missouri
$1.25M -$298K -11,822 -19%
Janney Montgomery Scott
274
Janney Montgomery Scott
Pennsylvania
$1.24M -$615K -24,354 -33%
CAM
275
Cobblestone Asset Management
Virginia
$1.19M +$1.19M +47,090 New
9 10
11
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