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Schwab US TIPS ETF
SCHP

Overview Fund Activity

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K

Top Buyers

1
EW
1
Evoke Wealth
California
$208M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$668M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$100M
5
Charles Schwab
5
Charles Schwab
California
$134M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.41B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$6.86M
3
Jane Street
3
Jane Street
New York
$30M
4
QCM
4
Quadratic Capital Management
Connecticut
$1.32B
5
FWM
5
Focused Wealth Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
351
Laraway Financial Advisors
Minnesota
$991K -$50.8K -1,820 -5%
MOS
352
MGO One Seven
Ohio
$985K -$2.26M -80,830 -70%
ABC
353
Associated Banc-Corp
Wisconsin
$965K +$14.6K +524 +2%
Koshinski Asset Management
354
Koshinski Asset Management
Illinois
$962K -$115K -4,112 -11%
PRS
355
Pinkerton Retirement Specialists
Idaho
$958K -$46.9K -1,682 -5%
AAS
356
Ameritas Advisory Services
Nebraska
$950K +$369K +13,240 +64%
MWM
357
Mattern Wealth Management
Kansas
$943K – – –
EWM
358
Elmwood Wealth Management
California
$941K -$959K -34,370 -50%
PHIC
359
Pine Haven Investment Counsel
Massachusetts
$939K +$9.65K +346 +1%
FWM
360
Focused Wealth Management
New York
$936K -$36.3M -1,301,244 -97%
NL
361
NWAM LLC
Washington
$915K +$147K +5,244 +19%
AIM
362
AHL Investment Management
Florida
$900K +$2.79K +100 +0.3%
SW
363
SVB Wealth
Massachusetts
$889K +$280K +10,048 +46%
FIM
364
Fruth Investment Management
Texas
$871K – – –
IPW
365
Intergy Private Wealth
Colorado
$849K +$849K +30,426 New
VCM
366
Virtue Capital Management
Tennessee
$831K -$1.91M -68,346 -70%
CC
367
Copperleaf Capital
North Carolina
$811K -$123K -4,398 -13%
AFA
368
Arlington Financial Advisors
California
$807K +$23.3K +836 +3%
CA
369
CoreCap Advisors
Michigan
$792K -$23.4M -839,296 -97%
CFA
370
Cahill Financial Advisors
Minnesota
$789K +$1.23K +44 +0.2%
JWM
371
Jeppson Wealth Management
California
$784K -$4.96M -177,614 -86%
OAP
372
One Advisory Partners
Kansas
$783K +$783K +28,058 New
Invesco
373
Invesco
Georgia
$772K +$130K +4,654 +20%
JWA
374
JFS Wealth Advisors
Pennsylvania
$759K – – –
OIM
375
Oder Investment Management
California
$754K -$13.7K -492 -2%
13 14
15
16 17