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Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Cerity Partners
2
Cerity Partners
New York
$151M
3
Morgan Stanley
3
Morgan Stanley
New York
$85.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$227M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$46.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
QCM
3
Quadratic Capital Management
Connecticut
$629M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
276
Gray Wealth Management
Maine
$1.36M – – –
OIA
277
OneDigital Investment Advisors
Kansas
$1.35M -$1.65M -61,620 -55%
B
278
Bridgeworth
Alabama
$1.34M -$22.5M -840,834 -94%
BIP
279
Blueprint Investment Partners
North Carolina
$1.33M +$61.3K +2,288 +5%
WI
280
WBI Investments
New Jersey
$1.3M +$1.3M +48,464 New
AA
281
ALPS Advisors
Colorado
$1.28M -$3.49M -130,356 -73%
AWA
282
Aletheian Wealth Advisors
Washington
$1.27M -$2.46M -91,646 -66%
CFA
283
CWS Financial Advisors
Michigan
$1.24M +$1.24M +46,176 New
SSWM
284
Sheets Smith Wealth Management
North Carolina
$1.23M -$85.6K -3,194 -6%
SFP
285
Strategic Financial Planning
Texas
$1.23M -$35.3K -1,316 -3%
TSW
286
Thompson Siegel & Walmsley
Virginia
$1.22M – – –
USCWA
287
U.S. Capital Wealth Advisors
Texas
$1.18M -$196K -7,298 -14%
GRP
288
Global Retirement Partners
California
$1.15M +$130K +4,838 +13%
LFP
289
Leeward Financial Partners
Washington
$1.14M – – –
WMR
290
Wealth Management Resources
Rhode Island
$1.14M -$55.3K -2,064 -5%
Corient Private Wealth
291
Corient Private Wealth
Florida
$1.14M -$1.6M -59,854 -58%
PCM
292
Penserra Capital Management
California
$1.11M +$240K +8,960 +28%
KAS
293
Kestra Advisory Services
Texas
$1.1M +$99.2K +3,700 +10%
MI
294
Merk Investments
California
$1.1M -$15.1K -562 -1%
RWM
295
Revisor Wealth Management
Ohio
$1.07M +$1.07M +39,956 New
SAG
296
SageView Advisory Group
California
$1.06M +$130K +4,862 +14%
IPW
297
Intergy Private Wealth
Colorado
$1.05M +$73.3K +2,736 +8%
WFA
298
Websterrogers Financial Advisors
South Carolina
$1.04M -$74.7K -2,786 -7%
BCMLT
299
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.03M -$357K -13,332 -26%
CAM
300
Covenant Asset Management
New Jersey
$1.03M -$340K -12,670 -25%
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