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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 %
PCMC
351
Private Capital Management (Colorado)
Colorado
$619K -$98.1K -3,140 -14%
RWM
352
Ritholtz Wealth Management
New York
$612K +$612K +19,572 New
T
353
TRUADVICE
Florida
$604K +$604K +18,956 New
TPCW
354
TD Private Client Wealth
New York
$602K +$410K +13,104 +212%
NWS
355
Newport Wealth Strategies
California
$599K +$201K +6,440 +51%
VCP
356
Vista Capital Partners
Oregon
$577K -$15.2K -486 -3%
CWM
357
Cranbrook Wealth Management
Michigan
$577K +$1K +32 +0.2%
BPB
358
Badgley, Phelps & Bell
Washington
$570K -$16.9M -540,462 -97%
GJIC
359
Gamble Jones Investment Counsel
California
$563K – – –
APW
360
Austin Private Wealth
Texas
$562K +$562K +17,990 New
CHA
361
Carmichael Hill & Associates
Maryland
$551K +$55.4K +1,772 +11%
NL
362
NEPC LLC
Massachusetts
$536K -$153K -4,900 -22%
MGIA
363
Moneta Group Investment Advisors
Missouri
$529K +$99.8K +3,192 +23%
SGI
364
Summit Global Investments
Utah
$512K -$4.88K -156 -0.9%
WIC
365
Whitegate Investment Counselors
New Hampshire
$507K -$4K -128 -0.8%
HB
366
Homrich & Berg
Georgia
$497K -$109K -3,502 -18%
GRP
367
Global Retirement Partners
California
$475K -$3.13K -100 -0.7%
LF
368
Lee Financial
Texas
$472K -$140K -4,482 -23%
MWA
369
MFA Wealth Advisors
Pennsylvania
$459K -$6.24M -199,510 -93%
DBRC
370
D.B. Root & Company
Pennsylvania
$456K +$11.6K +370 +3%
AAM
371
Advisors Asset Management
Colorado
$450K +$55.8K +1,786 +14%
CWM
372
Cabot Wealth Management
Massachusetts
$447K +$21.6K +692 +5%
BWM
373
BCS Wealth Management
Tennessee
$447K +$138K +4,408 +45%
SFG
374
SageGuard Financial Group
Tennessee
$446K +$19.9K +636 +5%
FLPIM
375
F.L. Putnam Investment Management
Massachusetts
$442K +$442K +14,138 New
13 14
15
16 17