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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 %
PMG
326
ProVise Management Group
Florida
$767K – – –
MAFM
327
Mid Atlantic Financial Management
Pennsylvania
$742K -$166K -5,304 -18%
PD
328
Planning Directions
Pennsylvania
$735K +$735K +23,530 New
PB
329
Pinnacle Bancorp
Nebraska
$729K +$20.9K +668 +3%
SI
330
Stephens Inc
Arkansas
$722K +$70.2K +2,244 +11%
QCIG
331
Quad-Cities Investment Group
Iowa
$717K +$6.25K +200 +0.9%
FAIM
332
Financial Advocates Investment Management
Washington
$714K +$125K +4,006 +21%
BAM
333
BTS Asset Management
Massachusetts
$714K +$714K +22,940 New
FCM
334
Firestone Capital Management
Florida
$709K – – –
PRS
335
Pinkerton Retirement Specialists
Idaho
$706K -$396K -12,674 -36%
SWM
336
Spire Wealth Management
Virginia
$706K -$51.3K -1,642 -7%
SAM
337
SignalPoint Asset Management
Missouri
$704K +$229K +7,326 +48%
OIA
338
OneDigital Investment Advisors
Kansas
$698K -$103K -3,294 -13%
NRI
339
NFP Retirement Inc
California
$693K +$693K +22,186 New
ABC
340
Associated Banc-Corp
Wisconsin
$684K +$324K +10,356 +90%
PJSIMP
341
P.J. Schmidt Investment Management (PJS)
Wisconsin
$676K -$10.3K -324 -1%
GCA
342
Gradient Capital Advisors
California
$674K -$2K -64 -0.3%
OIM
343
Oder Investment Management
California
$667K -$29.5K -946 -4%
CPW
344
Catalyst Private Wealth
California
$659K +$159K +5,100 +32%
WWM
345
WT Wealth Management
Arizona
$658K +$24.3K +778 +4%
WKWM
346
Walter & Keenan Wealth Management
Indiana
$649K – – –
IP
347
Intellectus Partners
California
$648K – – –
OBWG
348
Onyx Bridge Wealth Group
New York
$647K – – –
SP
349
Successful Portfolios
Florida
$634K +$2.44K +78 +0.4%
SIA
350
Strategic Investment Advisors
Michigan
$627K +$45.4K +1,452 +8%
12 13
14
15 16