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Schwab US TIPS ETF
SCHP

Overview Fund Activity

588 hedge funds and large institutions have $14.2B invested in Schwab US TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+48
Holders Change %
+8.89%
% of All Funds
10.27%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.13%
New
93
Increased
295
Reduced
125
Closed
39
Calls
$1.78M
Puts
$1.41M
Net Calls
+$362K
Net Calls Change
+$356K

Top Buyers

1
QCM
Quadratic Capital Management
Connecticut
+$834M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$211M
3
Citigroup
Citigroup
New York
+$82.7M
4
NC
NinePointTwo Capital
California
+$66.7M
5
Prudential Financial
Prudential Financial
New Jersey
+$40.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$670M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$172M
3
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$22.8M
4
MAM
Madison Asset Management
Wisconsin
-$22.7M
5
BPB
Badgley, Phelps & Bell
Washington
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCIM
276
Fairview Capital Investment Management
California
$1.4M – – –
CA
277
Cambridge Advisors
Nebraska
$1.38M +$244K +7,794 +22%
SSWM
278
Sheets Smith Wealth Management
North Carolina
$1.36M -$1.07M -34,088 -44%
XF
279
XML Financial
Maryland
$1.35M +$68.8K +2,202 +5%
SFS
280
Sowell Financial Services
Arkansas
$1.34M +$909K +29,100 +212%
PWM
281
Perigon Wealth Management
California
$1.3M +$47.4K +1,516 +4%
PS
282
Portfolio Solutions
Michigan
$1.28M +$208K +6,586 +19%
AAS
283
Avantax Advisory Services
Texas
$1.28M +$487K +15,534 +61%
C
284
Clearshares
New York
$1.26M +$15.8K +504 +1%
FHA
285
Flagship Harbor Advisors
Massachusetts
$1.26M -$134K -4,276 -10%
AFS
286
Annapolis Financial Services
Maryland
$1.26M +$1.26M +40,256 New
CAC
287
Certified Advisory Corp
Florida
$1.24M +$1.19M +38,168 +2,541%
IAN
288
Integrated Advisors Network
Texas
$1.22M +$44.4K +1,420 +4%
ZF
289
Zhang Financial
Michigan
$1.21M +$163K +5,214 +16%
ACA
290
Atlas Capital Advisors
Wyoming
$1.2M +$151K +4,826 +14%
SW
291
SVB Wealth
Massachusetts
$1.17M +$49.2K +1,574 +4%
VCM
292
Virtue Capital Management
Tennessee
$1.17M +$1.17M +37,366 New
IC
293
Intersect Capital
California
$1.16M +$399K +12,776 +53%
MLM
294
Mount Lucas Management
Pennsylvania
$1.15M +$39.6K +1,268 +4%
BJL
295
Brighton Jones LLC
Washington
$1.13M +$560K +17,900 +99%
SWM
296
SigFig Wealth Management
California
$1.12M +$78.1K +2,500 +8%
BFEC
297
Benjamin F. Edwards & Company
Missouri
$1.11M -$68.9K -2,206 -6%
WFA
298
Websterrogers Financial Advisors
South Carolina
$1.08M +$189K +5,988 +21%
BIA
299
Bigelow Investment Advisors
Maine
$1.04M – – –
BCP
300
Blackhawk Capital Partners
Wisconsin
$1.03M +$1.03M +33,708 New
10 11
12
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