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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 %
SFP
301
Strategic Financial Planning
Texas
$988K -$217K -8,266 -18%
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$973K +$12.6K +482 +1%
NSG
303
Nalls Sherbakoff Group
Tennessee
$957K +$7.54K +286 +0.8%
SAM
304
SignalPoint Asset Management
Missouri
$950K -$5.14K -196 -0.5%
UCFA
305
United Capital Financial Advisors
Texas
$948K -$400K -15,250 -30%
AFA
306
Arlington Financial Advisors
California
$922K +$52K +1,984 +6%
RWM
307
Revisor Wealth Management
Ohio
$892K -$156K -5,940 -15%
MWM
308
Mattern Wealth Management
Kansas
$889K – – –
CA
309
Cambridge Advisors
Nebraska
$886K -$105K -4,000 -11%
ABC
310
Associated Banc-Corp
Wisconsin
$881K -$6.5K -248 -0.7%
HNB
311
Huntington National Bank
Ohio
$875K -$874K – –
FPAS
312
Focus Partners Advisor Solutions
Missouri
$871K +$24.7K +944 +3%
EH
313
Equitable Holdings
New York
$870K +$151K +5,754 +21%
VC
314
Veracity Capital
Georgia
$866K +$99.2K +3,784 +13%
WMS
315
Wealth Management Solutions
Pennsylvania
$865K -$2.12M -80,862 -71%
LEFP
316
Leading Edge Financial Planning
Tennessee
$859K -$22.2K -848 -3%
AIM
317
AHL Investment Management
Florida
$846K +$10.5K +400 +1%
BJL
318
Brighton Jones LLC
Washington
$822K +$142K +5,406 +21%
CRWM
319
Castle Rock Wealth Management
California
$821K -$27.7K -1,066 -3%
LPAM
320
Lodestar Private Asset Management
California
$819K +$112K +4,268 +16%
KOC
321
Koss-Olinger Consulting
Florida
$803K +$10.8K +412 +1%
ATWA
322
Arbor Trust Wealth Advisors
Michigan
$793K -$1.98M -75,438 -71%
LFA
323
Laraway Financial Advisors
Minnesota
$789K -$37.3K -1,424 -5%
MI
324
Merk Investments
California
$776K -$299K -11,418 -28%
CAG
325
Csenge Advisory Group
Florida
$770K +$182K +6,946 +31%
11 12
13
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