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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 %
PWP
301
Perfromance Wealth Partners
Illinois
$1.03M +$1.03M +38,370 New
M
302
MYeCFO
California
$1.03M -$135K -5,020 -12%
JAG
303
Journey Advisory Group
Kentucky
$1.03M +$254K +9,482 +33%
GEA
304
Glen Eagle Advisors
New Jersey
$1.02M +$22.4K +834 +2%
NA
305
NewEdge Advisors
Louisiana
$1.02M +$115K +4,290 +13%
CA
306
Cambridge Advisors
Nebraska
$1.01M -$16.1K -600 -2%
WWM
307
WT Wealth Management
Arizona
$998K +$376K +14,020 +60%
PHIC
308
Pine Haven Investment Counsel
Massachusetts
$992K +$38.4K +1,434 +4%
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
$982K -$88.1K -3,288 -8%
LWM
310
Laidlaw Wealth Management
New York
$979K -$45.7K -1,704 -4%
SAM
311
SignalPoint Asset Management
Missouri
$976K -$12.5K -466 -1%
NSG
312
Nalls Sherbakoff Group
Tennessee
$961K +$961K +36,022 New
MWM
313
Mattern Wealth Management
Kansas
$909K – – –
ABC
314
Associated Banc-Corp
Wisconsin
$907K +$206K +7,672 +29%
LEFP
315
Leading Edge Financial Planning
Tennessee
$901K -$275K -10,262 -23%
IAA
316
Independent Advisor Alliance
North Carolina
$896K -$85.3K -3,182 -9%
Millennium Management
317
Millennium Management
New York
$892K +$160K +5,972 +22%
AFA
318
Arlington Financial Advisors
California
$889K +$65.8K +2,456 +8%
Citadel Advisors
319
Citadel Advisors
Florida
$889K -$14.9M -557,076 -94%
HNB
320
Huntington National Bank
Ohio
$874K -$509K – –
CRWM
321
Castle Rock Wealth Management
California
$870K -$8.04K -302 -0.9%
FPAS
322
Focus Partners Advisor Solutions
Missouri
$865K +$581K +21,684 +205%
PRS
323
Pinkerton Retirement Specialists
Idaho
$865K +$23.3K +870 +3%
AIM
324
AHL Investment Management
Florida
$854K -$4.66K -174 -0.5%
LFA
325
Laraway Financial Advisors
Minnesota
$845K -$86.8K -3,240 -9%
11 12
13
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