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Schwab US TIPS ETF
SCHP

Overview Fund Activity

696 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 196 increasing their positions, 320 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.23%
Holding in Top 10
62
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.46%
% of All Funds
1%
New
110
Increased
196
Reduced
320
Closed
100
Calls
$16.7M
Puts
$508K
Net Calls
+$16.2M
Net Calls Change
+$15.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$857M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$165M
3
Goldman Sachs
Goldman Sachs
New York
$282M
4
PCA
Personal Capital Advisors
California
$436M
5
CTC
Central Trust Company
Missouri
$76M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$108M
2
QCM
Quadratic Capital Management
Connecticut
$824M
3
Jane Street
Jane Street
New York
$49.5M
4
EW
Evoke Wealth
California
$143M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
276
Betterment LLC
New York
$1.48M +$287K +11,076 +24%
BCM
277
Beaumont Capital Management
Massachusetts
$1.46M +$9.06K +350 +0.6%
APW
278
Austin Private Wealth
Texas
$1.45M -$3.7M -142,702 -72%
RW
279
Regimen Wealth
Georgia
$1.45M +$1.45M +56,100 New
ASI
280
Advisory Services & Investments
Oregon
$1.45M +$1.1M +42,302 +307%
WCM
281
Weik Capital Management
Pennsylvania
$1.44M +$46.4K +1,792 +3%
OPWM
282
Oxinas Partners Wealth Management
Indiana
$1.4M -$304K -11,732 -18%
AGA
283
Arkos Global Advisors
Texas
$1.38M +$1.38M +53,208 New
BIA
284
Bigelow Investment Advisors
Maine
$1.37M -$276K -10,664 -17%
CB
285
Commerce Bank
Missouri
$1.36M -$164K -6,316 -11%
CAAM
286
Cornerstone Advisors Asset Management
Pennsylvania
$1.35M -$289K -11,168 -18%
BCMLT
287
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.34M -$1.82M -70,406 -58%
USCWA
288
U.S. Capital Wealth Advisors
Texas
$1.33M -$288K -11,108 -18%
CAM
289
Covenant Asset Management
New Jersey
$1.32M -$1.09M -42,038 -45%
GWM
290
Gray Wealth Management
Maine
$1.31M +$905K +34,942 +223%
WIM
291
WealthPlan Investment Management
Nebraska
$1.3M -$13.4M -510,500 -91%
WP
292
WealthPLAN Partners
Nebraska
$1.3M +$1.3M +49,702 New
SSWM
293
Sheets Smith Wealth Management
North Carolina
$1.27M -$789K -30,464 -38%
CA
294
Continuum Advisory
Idaho
$1.26M -$281K -10,864 -18%
BIP
295
Blueprint Investment Partners
North Carolina
$1.23M +$10.6K +410 +0.9%
BOSSRA
296
B.O.S.S. Retirement Advisors
Utah
$1.23M +$1.23M +47,418 New
SFP
297
Strategic Financial Planning
Texas
$1.22M -$164K -6,324 -12%
TSW
298
Thompson Siegel & Walmsley
Virginia
$1.18M – – –
BAM
299
Belpointe Asset Management
Nevada
$1.18M -$845K -32,620 -42%
FFWA
300
FRG Family Wealth Advisors
Washington
$1.17M -$629K -24,300 -35%
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