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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 %
G
301
GenTrust
Florida
$1.01M -$1.13K -36 -0.1%
PCWA
302
Pacific Capital Wealth Advisors
California
$992K +$992K +31,724 New
CC
303
Copperleaf Capital
North Carolina
$966K -$1.5K -48 -0.2%
JWCA
304
J.W. Cole Advisors
Florida
$962K +$181K +5,788 +23%
5L
305
55I LLC
Massachusetts
$962K +$249K +7,958 +35%
RG
306
Retirement Group
California
$924K +$176K +5,618 +23%
GEA
307
Glen Eagle Advisors
New Jersey
$917K +$880K +28,140 +2,329%
D
308
Diversified
Delaware
$913K +$228K +7,292 +33%
VFA
309
Values First Advisors
Tennessee
$912K +$912K +29,170 New
HNB
310
Huntington National Bank
Ohio
$902K +$902K +28,854 New
NL
311
NWAM LLC
Washington
$893K +$350K +11,210 +65%
CF
312
Centaurus Financial
California
$892K +$892K +28,538 New
WOSD
313
WFA of San Diego
California
$882K -$78.8K -2,520 -8%
WP
314
WealthPLAN Partners
Nebraska
$873K +$151K +4,776 +21%
AFA
315
Arlington Financial Advisors
California
$845K +$166K +5,318 +24%
CI
316
Cordant Inc
Oregon
$836K +$18.1K +578 +2%
HWA
317
Heritage Wealth Advisors
Virginia
$831K – – –
APA
318
American Portfolios Advisors
New York
$819K +$77K +2,464 +10%
CIA
319
Capital Investment Advisors
Georgia
$814K +$35.4K +1,134 +5%
GWM
320
GSB Wealth Management
Connecticut
$812K +$80.9K +2,590 +11%
Koshinski Asset Management
321
Koshinski Asset Management
Illinois
$811K +$65.4K +2,092 +9%
CWM
322
Concentric Wealth Management
California
$793K – – –
AIP
323
Ahrens Investment Partners
Louisiana
$787K +$276K +8,840 +54%
TIM
324
Tortoise Investment Management
New York
$775K -$854K -27,322 -52%
DPIM
325
Duff & Phelps Investment Management
Illinois
$775K -$113K -3,600 -13%
11 12
13
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