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Schwab US TIPS ETF
SCHP

Overview Fund Activity

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M

Top Buyers

1
JRP
Jasper Ridge Partners
California
$132M
2
Cerity Partners
Cerity Partners
New York
$164M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$103M
4
Morgan Stanley
Morgan Stanley
New York
$160M
5
Wealthfront Advisers
Wealthfront Advisers
California
$65.3M

Top Sellers

1
EW
Evoke Wealth
California
$477K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$262M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$17.7M
4
Franklin Resources
Franklin Resources
California
$225M
5
NC
NinePointTwo Capital
California
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
251
Macquarie Group
Australia
$1.87M – – –
FAM
252
Frontier Asset Management
Wyoming
$1.87M +$1.87M +71,628 New
SOS
253
Silver Oak Securities
Tennessee
$1.86M +$1.78M +68,374 +2,452%
AIM
254
Anchor Investment Management
South Carolina
$1.84M -$292K -11,182 -14%
SB
255
Strategic Blueprint
Georgia
$1.83M +$1.18M +45,082 +180%
DAS
256
Dynamic Advisor Solutions
Arizona
$1.81M +$97.5K +3,766 +6%
KWM
257
Kingsview Wealth Management
Oregon
$1.8M -$29.7K -1,138 -2%
SWM
258
SeaCrest Wealth Management
New York
$1.73M -$185K -7,128 -10%
EBA
259
Eagle Bay Advisors
New York
$1.71M -$848K -32,496 -33%
LAIC
260
Lederer & Associates Investment Counsel
California
$1.71M -$1.05M -40,158 -38%
WWM
261
Western Wealth Management
Colorado
$1.69M -$263K -10,090 -13%
MA
262
Mutual Advisors
Nebraska
$1.66M -$253K -9,684 -13%
AC
263
Abbrea Capital
California
$1.65M -$52.2K -2,000 -3%
SFA
264
Sequoia Financial Advisors
Ohio
$1.64M -$62.7K -2,404 -4%
RG
265
Retirement Group
California
$1.64M -$84.5K -3,238 -5%
Envestnet Portfolio Solutions
266
Envestnet Portfolio Solutions
Illinois
$1.63M +$883K +33,848 +118%
VAS
267
Vestmark Advisory Solutions
Massachusetts
$1.6M +$1.07M +40,936 +202%
IA
268
IFG Advisory
Georgia
$1.58M -$2.91M -111,552 -65%
GC
269
Gilbert & Cook
Iowa
$1.58M -$933K -35,752 -37%
DG
270
DMC Group
Alabama
$1.57M -$216K -8,268 -12%
HCM
271
Hengehold Capital Management
Ohio
$1.56M +$135K +5,156 +9%
WLIM
272
White Lighthouse Investment Management
Massachusetts
$1.54M -$127K -4,866 -8%
IA
273
IFP Advisors
Florida
$1.53M +$1.41M +54,076 +1,204%
VST
274
Van Strum & Towne
California
$1.51M +$7.83K +300 +0.5%
AWA
275
Aletheian Wealth Advisors
Washington
$1.5M +$295K +11,290 +24%
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11
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