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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 %
FANJ
326
Financial Architects (New Jersey)
New Jersey
$839K -$149K -5,540 -15%
KOC
327
Koss-Olinger Consulting
Florida
$810K +$101K +3,784 +14%
CFG
328
Carr Financial Group
Massachusetts
$804K -$1.24M -46,396 -61%
CFP
329
Cypress Financial Planning
New Jersey
$794K -$92.1K -3,436 -10%
VC
330
Veracity Capital
Georgia
$784K +$784K +29,246 New
CPW
331
Catalyst Private Wealth
California
$771K – – –
ASI
332
Advisory Services & Investments
Oregon
$766K -$738K -27,520 -49%
IAN
333
Integrated Advisors Network
Texas
$758K -$286K -10,674 -27%
FIM
334
Fruth Investment Management
Texas
$750K – – –
BFEC
335
Benjamin F. Edwards & Company
Missouri
$747K -$80.1K -2,988 -10%
OIM
336
Oder Investment Management
California
$742K +$9.97K +372 +1%
EH
337
Equitable Holdings
New York
$735K -$241K -8,982 -25%
LPAM
338
Lodestar Private Asset Management
California
$723K +$108K +4,028 +18%
HWA
339
Heritage Wealth Advisors
Virginia
$713K – – –
WKWM
340
Walter & Keenan Wealth Management
Indiana
$710K +$84.2K +3,140 +13%
RI
341
Rinkey Investments
California
$701K +$1.56K +58 +0.2%
BJL
342
Brighton Jones LLC
Washington
$696K +$21.4K +800 +3%
LA
343
Latitude Advisors
Florida
$691K +$2.9K +108 +0.4%
WAM
344
Walker Asset Management
Missouri
$689K – – –
LSA
345
Lion Street Advisors
Texas
$682K +$682K +25,448 New
CCM
346
Coldstream Capital Management
Washington
$675K -$109K -4,084 -14%
PWM
347
PRW Wealth Management
Massachusetts
$675K +$675K +25,200 New
HWM
348
Horizons Wealth Management
North Carolina
$659K +$7.18K +268 +1%
IWA
349
Intercontinental Wealth Advisors
Texas
$655K +$655K +24,432 New
PFM
350
Phillips Financial Management
Indiana
$652K +$28.5K +1,062 +5%
12 13
14
15 16