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Schwab US TIPS ETF
SCHP

Overview Fund Activity

633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+45
Holders Change %
+7.65%
% of All Funds
11.12%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.3%
New
85
Increased
325
Reduced
135
Closed
29
Calls
$2.61M
Puts
$645K
Net Calls
+$1.96M
Net Calls Change
+$1.6M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.91B
2
Temasek Holdings
Temasek Holdings
Singapore
$237M
3
Ameriprise
Ameriprise
Minnesota
$211M
4
AllianceBernstein
AllianceBernstein
Tennessee
$52.2M
5
AWM
AE Wealth Management
Kansas
$51.5M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$52.5M
2
QCM
Quadratic Capital Management
Connecticut
$3B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
FTUS
Flow Traders U.S.
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
351
ProVise Management Group
Florida
$768K – – –
MAFM
352
Mid Atlantic Financial Management
Pennsylvania
$758K +$15.3K +488 +2%
PRS
353
Pinkerton Retirement Specialists
Idaho
$747K +$40.2K +1,284 +6%
GCA
354
Gradient Capital Advisors
California
$743K +$67.7K +2,162 +10%
GWM
355
GSB Wealth Management
Connecticut
$738K -$74.7K -2,390 -9%
ACM
356
Antonetti Capital Management
Florida
$736K +$736K +23,520 New
FCM
357
Firestone Capital Management
Florida
$709K – – –
DPIM
358
Duff & Phelps Investment Management
Illinois
$707K -$68.8K -2,200 -9%
SWM
359
Spire Wealth Management
Virginia
$706K -$688 -22 -0.1%
OIM
360
Oder Investment Management
California
$706K +$37.5K +1,198 +6%
NWS
361
Newport Wealth Strategies
California
$703K +$103K +3,280 +17%
ABC
362
Associated Banc-Corp
Wisconsin
$695K +$9.89K +316 +1%
CPW
363
Catalyst Private Wealth
California
$691K +$31.3K +1,000 +5%
WP
364
WealthSource Partners
California
$684K +$414K +13,240 +154%
KCPG
365
Kavar Capital Partners Group
Kansas
$684K +$684K +21,852 New
PJSIMP
366
P.J. Schmidt Investment Management (PJS)
Wisconsin
$676K – – –
HB
367
Homrich & Berg
Georgia
$672K +$175K +5,578 +35%
TIM
368
Tortoise Investment Management
New York
$671K -$105K -3,360 -14%
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
$656K +$656K +20,948 New
DWP
370
Destiny Wealth Partners
Florida
$655K -$2.7M -86,464 -81%
WWM
371
WT Wealth Management
Arizona
$649K -$9.64K -308 -1%
IP
372
Intellectus Partners
California
$649K – – –
CB
373
Commerce Bank
Missouri
$645K +$645K +20,598 New
PFGIA
374
Patriot Financial Group Insurance Agency
Massachusetts
$641K +$433K +13,834 +208%
GCA
375
Genesee Capital Advisors
New York
$634K +$634K +20,272 New
13 14
15
16 17