SCHP icon

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 %
CMBA
301
C.M. Bidwell & Associates
Hawaii
$1.16M +$233K +8,982 +25%
WMR
302
Wealth Management Resources
Rhode Island
$1.16M -$155K -6,002 -12%
LEFP
303
Leading Edge Financial Planning
Tennessee
$1.14M +$1.14M +43,892 New
CFP
304
Curran Financial Partners
South Carolina
$1.13M -$130K -5,034 -10%
M
305
MYeCFO
California
$1.13M +$1.13M +43,382 New
LFP
306
Leeward Financial Partners
Washington
$1.1M – – –
TDWM
307
Topel & Distasi Wealth Management
California
$1.1M – – –
WFA
308
Websterrogers Financial Advisors
South Carolina
$1.08M -$154K -5,940 -12%
MI
309
Merk Investments
California
$1.08M -$427K -16,496 -28%
OWA
310
One Wealth Advisors
California
$1.05M +$1.05M +40,520 New
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$1.03M -$47K -1,816 -4%
IAN
312
Integrated Advisors Network
Texas
$1.01M -$402K -15,542 -29%
BA
313
Bennicas & Associates
California
$1.01M -$396K -15,274 -28%
CWA
314
Clearview Wealth Advisors
Oregon
$997K -$1.68M -64,684 -63%
CA
315
Cambridge Advisors
Nebraska
$994K -$159K -6,140 -14%
LWM
316
Laidlaw Wealth Management
New York
$990K -$61.1K -2,358 -6%
PIA
317
Panoramic Investment Advisors
Colorado
$987K +$987K +38,132 New
MSFS
318
Main Street Financial Solutions
Pennsylvania
$987K -$547K -21,118 -36%
GRP
319
Global Retirement Partners
California
$986K -$358K -13,836 -27%
KAS
320
Kestra Advisory Services
Texas
$970K -$704K -27,182 -42%
GEA
321
Glen Eagle Advisors
New Jersey
$968K -$228K -8,796 -19%
SAM
322
SignalPoint Asset Management
Missouri
$955K -$12.5K -484 -1%
FANJ
323
Financial Architects (New Jersey)
New Jersey
$954K -$443K -17,100 -32%
SWM
324
SigFig Wealth Management
California
$951K -$85.5K -2,848 -8%
IAA
325
Independent Advisor Alliance
North Carolina
$948K +$27.9K +1,076 +3%
11 12
13
14 15