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Schwab US TIPS ETF
SCHP

Overview Fund Activity

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K

Top Buyers

1
EW
1
Evoke Wealth
California
$208M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$668M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$100M
5
Charles Schwab
5
Charles Schwab
California
$134M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.41B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$6.86M
3
Jane Street
3
Jane Street
New York
$30M
4
QCM
4
Quadratic Capital Management
Connecticut
$1.32B
5
FWM
5
Focused Wealth Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
326
IEQ Capital
California
$1.21M +$7.64K +274 +0.6%
LFP
327
Leeward Financial Partners
Washington
$1.19M – – –
CF
328
Centaurus Financial
California
$1.18M -$870K -31,176 -42%
TDWM
329
Topel & Distasi Wealth Management
California
$1.18M – – –
EF
330
Empowered Funds
Pennsylvania
$1.17M -$15.9M -575,382 -93%
Baird Financial Group
331
Baird Financial Group
Wisconsin
$1.16M -$5.78M -207,048 -83%
JCIA
332
Jackson Creek Investment Advisors
Colorado
$1.15M -$211K -7,290 -15%
BEAM
333
Baker Ellis Asset Management
Washington
$1.15M -$777K -27,856 -40%
OBWG
334
Onyx Bridge Wealth Group
New York
$1.14M – – –
LWM
335
Laidlaw Wealth Management
New York
$1.14M -$6.36K -228 -0.6%
WFA
336
Websterrogers Financial Advisors
South Carolina
$1.12M -$464K -16,626 -29%
PWMG
337
Pinnacle Wealth Management Group
Michigan
$1.1M -$70.1K -2,512 -6%
SWM
338
SigFig Wealth Management
California
$1.1M -$194K -6,010 -15%
TIM
339
Tortoise Investment Management
New York
$1.08M +$504K +18,066 +88%
PB
340
Pinnacle Bancorp
Nebraska
$1.07M +$198K +7,104 +23%
SWA
341
Stratos Wealth Advisors
Ohio
$1.07M -$376K -13,468 -26%
SC
342
Slow Capital
California
$1.06M -$327K -11,716 -24%
CWM
343
Cedar Wealth Management
California
$1.05M +$275K +9,860 +36%
SAM
344
SignalPoint Asset Management
Missouri
$1.04M -$613 -22 -0.1%
William Blair & Company
345
William Blair & Company
Illinois
$1.03M -$1.95M -69,740 -65%
SW
346
Simplicity Wealth
New Jersey
$1.03M -$1.26M -45,300 -55%
AF
347
Allworth Financial
California
$1.02M -$216K -7,726 -17%
APA
348
American Portfolios Advisors
New York
$1.02M -$100K -3,602 -9%
PFGIA
349
Patriot Financial Group Insurance Agency
Massachusetts
$1M +$45.5K +1,630 +5%
DPI
350
Diversified Portfolios Inc
Michigan
$1M +$1M +35,838 New
12 13
14
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