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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
$33.8M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$526M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$353M
2
SWG
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
Jane Street
New York
$0
4
GP
Greenline Partners
New York
$0
5
CSIA
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
IHWM
326
Iron Horse Wealth Management
Iowa
$765K -$7.41M -282,788 -91%
OIM
327
Oder Investment Management
California
$726K +$996 +38 +0.1%
Koshinski Asset Management
328
Koshinski Asset Management
Illinois
$724K +$724K +27,610 New
JIP
329
Jaffetilchin Investment Partners
Florida
$718K -$1.06M -40,272 -60%
BCP
330
Blackhawk Capital Partners
Wisconsin
$714K -$1.26M -47,884 -64%
HWA
331
Heritage Wealth Advisors
Virginia
$697K – – –
LWM
332
Laidlaw Wealth Management
New York
$684K -$274K -10,436 -29%
RC
333
Roundview Capital
New Jersey
$677K -$667K -25,442 -50%
ASN
334
Advisory Services Network
Georgia
$664K -$2.89M -110,184 -81%
CCM
335
Coldstream Capital Management
Washington
$660K – – –
HWM
336
Horizons Wealth Management
North Carolina
$657K +$12.5K +478 +2%
SAG
337
SageView Advisory Group
California
$656K -$379K -14,458 -37%
FIM
338
Fruth Investment Management
Texas
$655K -$78.6K -3,000 -11%
WAM
339
Walker Asset Management
Missouri
$653K -$20.2K -770 -3%
WKWM
340
Walter & Keenan Wealth Management
Indiana
$642K -$51.6K -1,970 -7%
PFM
341
Phillips Financial Management
Indiana
$641K +$3.15K +120 +0.5%
IWA
342
Intercontinental Wealth Advisors
Texas
$640K – – –
PA
343
Prossimo Advisors
California
$628K +$628K +23,956 New
MSFS
344
Main Street Financial Solutions
Pennsylvania
$625K +$2.88K +110 +0.5%
GCA
345
Gradient Capital Advisors
California
$613K – – –
BFEC
346
Benjamin F. Edwards & Company
Missouri
$610K -$121K -4,602 -17%
CA
347
Continuum Advisory
Idaho
$606K +$33.8K +1,288 +6%
LA
348
Latitude Advisors
Florida
$603K -$72.1K -2,752 -11%
HF
349
HRT Financial
New York
$599K +$166K +6,332 +38%
YWM
350
Yoder Wealth Management
California
$598K +$598K +22,800 New
12 13
14
15 16