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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 %
SAM
301
SignalPoint Asset Management
Missouri
$913K -$1.06K -42 -0.1%
M
302
MYeCFO
California
$913K -$88.2K -3,492 -9%
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$912K -$25.1K -994 -3%
CA
304
Continuum Advisory
Idaho
$908K +$324K +12,852 +56%
CAG
305
Csenge Advisory Group
Florida
$906K +$164K +6,498 +22%
SWM
306
SigFig Wealth Management
California
$906K -$63.3K -2,520 -7%
EWM
307
Empirical Wealth Management
Washington
$899K -$481K -19,036 -35%
AWS
308
Atria Wealth Solutions
New York
$882K -$369K -14,628 -30%
PB
309
Pinnacle Bancorp
Nebraska
$876K +$426K +16,888 +95%
MFA
310
Mayflower Financial Advisors
Massachusetts
$857K -$339K -13,436 -28%
ABC
311
Associated Banc-Corp
Wisconsin
$852K +$3.43K +136 +0.4%
MWM
312
Mattern Wealth Management
Kansas
$848K -$8.18K -324 -1%
GWM
313
Gray Wealth Management
Maine
$846K -$278K -11,000 -25%
VC
314
Veracity Capital
Georgia
$834K – – –
HNB
315
Huntington National Bank
Ohio
$831K -$875K – –
AIM
316
AHL Investment Management
Florida
$818K +$3.03K +120 +0.4%
WKWM
317
Walter & Keenan Wealth Management
Indiana
$817K +$198K +7,836 +32%
WMS
318
Wealth Management Solutions
Pennsylvania
$791K -$42.2K -1,670 -5%
CCM
319
Coldstream Capital Management
Washington
$783K +$148K +5,852 +23%
KOC
320
Koss-Olinger Consulting
Florida
$777K +$3.79K +150 +0.5%
PIA
321
Panoramic Investment Advisors
Colorado
$776K +$776K +30,758 New
EH
322
Equitable Holdings
New York
$776K -$61.6K -2,440 -7%
FPAS
323
Focus Partners Advisor Solutions
Missouri
$756K -$82.6K -3,272 -10%
MI
324
Merk Investments
California
$754K +$6.92K +274 +0.9%
CA
325
Cambridge Advisors
Nebraska
$751K -$101K -4,020 -12%
11 12
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