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Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$257M
2
LGWM
Litman Gregory Wealth Management
California
+$53.6M
3
Temasek Holdings
Temasek Holdings
Singapore
+$37M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$33.5M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$25.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$702M
2
SWG
Summit Wealth Group
Vermont
-$280M
3
Jane Street
Jane Street
New York
-$54.2M
4
GP
Greenline Partners
New York
-$47.9M
5
CSIA
Charles Schwab Investment Advisory
California
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
276
U.S. Capital Wealth Advisors
Texas
$1.22M +$69.5K +2,652 +6%
CFA
277
CWS Financial Advisors
Michigan
$1.19M -$15.8K -604 -1%
TSW
278
Thompson Siegel & Walmsley
Virginia
$1.19M – – –
SSWM
279
Sheets Smith Wealth Management
North Carolina
$1.19M -$14.3K -544 -1%
SOS
280
Silver Oak Securities
Tennessee
$1.18M +$1.18M +44,948 New
GWM
281
Gray Wealth Management
Maine
$1.17M -$159K -6,084 -12%
PWM
282
Perigon Wealth Management
California
$1.16M +$871K +33,240 +306%
IPW
283
Intergy Private Wealth
Colorado
$1.15M +$126K +4,808 +12%
Qube Research & Technologies (QRT)
284
Qube Research & Technologies (QRT)
United Kingdom
$1.15M +$1.15M +43,940 New
WCM
285
Weik Capital Management
Pennsylvania
$1.15M -$260K -9,904 -18%
OIA
286
OneDigital Investment Advisors
Kansas
$1.15M -$170K -6,474 -13%
MWM
287
McNaughton Wealth Management
California
$1.14M +$1.14M +43,632 New
SWM
288
SigFig Wealth Management
California
$1.14M -$1.64M -55,398 -59%
LFP
289
Leeward Financial Partners
Washington
$1.12M – – –
GRP
290
Global Retirement Partners
California
$1.11M -$10.3K -392 -0.9%
PA
291
PFG Advisors
Arizona
$1.09M -$359K -13,678 -25%
ZF
292
Zhang Financial
Michigan
$1.07M -$1.41M -53,770 -57%
SAM
293
Simplify Asset Management
Nevada
$1.07M +$1.07M +40,654 New
WFA
294
Websterrogers Financial Advisors
South Carolina
$1.05M +$31.9K +1,218 +3%
Corient Private Wealth
295
Corient Private Wealth
Florida
$1.05M -$71.1K -2,714 -6%
M
296
MYeCFO
California
$1.04M +$33.6K +1,280 +3%
MWM
297
Meridian Wealth Management
Kentucky
$1.04M -$837K -31,912 -45%
PHIC
298
Pine Haven Investment Counsel
Massachusetts
$1.01M +$38.5K +1,470 +4%
CAM
299
Covenant Asset Management
New Jersey
$1.01M – – –
JAG
300
Journey Advisory Group
Kentucky
$1M – – –
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