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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 %
LFA
326
Laraway Financial Advisors
Minnesota
$749K -$11.3K -448 -1%
CRWM
327
Castle Rock Wealth Management
California
$736K -$49.9K -2,008 -6%
SA
328
Scarborough Advisors
Maryland
$734K +$287K +11,374 +64%
Envestnet Portfolio Solutions
329
Envestnet Portfolio Solutions
Illinois
$725K +$725K +28,702 New
LEFP
330
Leading Edge Financial Planning
Tennessee
$702K -$126K -4,974 -15%
OIM
331
Oder Investment Management
California
$701K +$1.31K +52 +0.2%
MWM
332
Maltin Wealth Management
New Jersey
$695K +$354K +14,030 +104%
JAG
333
Journey Advisory Group
Kentucky
$694K -$273K -10,800 -28%
UCFA
334
United Capital Financial Advisors
Texas
$687K -$226K -8,940 -25%
PFM
335
Phillips Financial Management
Indiana
$679K +$61.8K +2,448 +10%
Koshinski Asset Management
336
Koshinski Asset Management
Illinois
$675K -$22.1K -876 -3%
HWA
337
Heritage Wealth Advisors
Virginia
$672K – – –
AWA
338
Arkadios Wealth Advisors
Georgia
$670K +$670K +26,550 New
OMC
339
Old Mission Capital
Illinois
$667K +$667K +26,416 New
SAG
340
SageView Advisory Group
California
$635K +$2.52K +100 +0.4%
SB
341
Strategic Blueprint
Georgia
$632K +$632K +25,016 New
HWM
342
Horizons Wealth Management
North Carolina
$629K -$3.33K -132 -0.5%
WAM
343
Walker Asset Management
Missouri
$629K – – –
ASN
344
Advisory Services Network
Georgia
$625K -$14.5K -574 -2%
BFEC
345
Benjamin F. Edwards & Company
Missouri
$618K +$31.1K +1,232 +5%
FIM
346
Fruth Investment Management
Texas
$605K -$25.2K -1,000 -4%
AAS
347
Asset Allocation Strategies
Michigan
$580K +$26.4K +1,046 +5%
CIR
348
Clear Investment Research
Georgia
$576K +$94.5K +3,744 +20%
JCIA
349
Jackson Creek Investment Advisors
Colorado
$568K +$4.19K +166 +0.7%
GCA
350
Gradient Capital Advisors
California
$567K -$23.3K -922 -4%
12 13
14
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