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Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$126M
2
QCM
Quadratic Capital Management
Connecticut
+$115M
3
NL
NEPC LLC
Massachusetts
+$71.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$56.4M
5
EW
Evoke Wealth
California
+$45.1M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$38.9M
2
RCA
Reitz Capital Advisors
Michigan
-$24M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
4
Ameriprise
Ameriprise
Minnesota
-$18.4M
5
Wells Fargo
Wells Fargo
California
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
276
Aletheian Wealth Advisors
Washington
$1.17M -$51.4K -2,036 -4%
RWM
277
Revisor Wealth Management
Ohio
$1.16M +$304K +12,044 +35%
IPW
278
Intergy Private Wealth
Colorado
$1.14M +$32K +1,268 +3%
NA
279
NewEdge Advisors
Louisiana
$1.1M -$75.7K -2,998 -6%
Legacy Financial Group (Iowa)
280
Legacy Financial Group (Iowa)
Iowa
$1.09M +$1.09M +43,314 New
WFA
281
Websterrogers Financial Advisors
South Carolina
$1.09M +$78.4K +3,106 +8%
LC
282
LCNB Corp
Ohio
$1.09M +$1.09M +43,130 New
Betterment LLC
283
Betterment LLC
New York
$1.08M -$169K -6,712 -14%
LFP
284
Leeward Financial Partners
Washington
$1.08M – – –
CB
285
Commerce Bank
Missouri
$1.07M -$169K -6,702 -14%
OIA
286
OneDigital Investment Advisors
Kansas
$1.07M -$40.5K -1,604 -4%
C1AG
287
Client 1st Advisory Group
Florida
$1.06M -$748K -29,646 -41%
RF
288
RHS Financial
California
$1.05M +$514K +20,348 +96%
SFP
289
Strategic Financial Planning
Texas
$1.04M +$91K +3,606 +10%
SSWM
290
Sheets Smith Wealth Management
North Carolina
$1.04M -$107K -4,224 -9%
PHIC
291
Pine Haven Investment Counsel
Massachusetts
$1.02M +$50.2K +1,990 +5%
SFS
292
Security Financial Services
Indiana
$1.01M +$1.01M +39,910 New
GRP
293
Global Retirement Partners
California
$1.01M -$56.1K -2,248 -5%
FCIM
294
Fairview Capital Investment Management
California
$1M -$1.29M -51,200 -56%
CFA
295
CWS Financial Advisors
Michigan
$1M -$150K -5,954 -13%
CAM
296
Covenant Asset Management
New Jersey
$970K – – –
PIMG
297
Patriot Investment Management Group
Tennessee
$957K -$494K -19,584 -34%
Rockefeller Capital Management
298
Rockefeller Capital Management
New York
$950K +$950K +37,618 New
AFA
299
Arlington Financial Advisors
California
$949K +$61.5K +2,436 +7%
NSG
300
Nalls Sherbakoff Group
Tennessee
$926K +$9.64K +382 +1%
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