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Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.08B
2
Cerity Partners
Cerity Partners
New York
$151M
3
Morgan Stanley
Morgan Stanley
New York
$85.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$227M
5
AIP
Almanack Investment Partners
Pennsylvania
$46.1M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
Temasek Holdings
Singapore
$0
3
QCM
Quadratic Capital Management
Connecticut
$629M
4
LGWM
Litman Gregory Wealth Management
California
$0
5
M&T Bank
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
351
Main Street Financial Solutions
Pennsylvania
$636K -$385K -14,366 -38%
VCP
352
Vista Capital Partners
Oregon
$629K -$21.7K -808 -3%
GCA
353
Gradient Capital Advisors
California
$627K -$3.54K -132 -0.6%
RF
354
RHS Financial
California
$621K -$155K -5,778 -20%
CHA
355
Carmichael Hill & Associates
Maryland
$611K -$6.49K -242 -1%
CWM
356
Concentric Wealth Management
California
$610K -$42.9K -1,600 -7%
CAG
357
Csenge Advisory Group
Florida
$601K +$28.4K +1,058 +5%
DPIM
358
Duff & Phelps Investment Management
Illinois
$600K – – –
FHB
359
First Hawaiian Bank
Hawaii
$598K -$73.2K -2,730 -11%
Invesco
360
Invesco
Georgia
$596K -$21.3K -794 -3%
JCIA
361
Jackson Creek Investment Advisors
Colorado
$592K -$39.1K -1,458 -6%
AWM
362
Aprio Wealth Management
Georgia
$590K – – –
CA
363
Continuum Advisory
Idaho
$585K -$714K -26,652 -55%
SC
364
Shearwater Capital
Colorado
$581K +$562K +20,958 +2,887%
AC
365
Abbrea Capital
California
$558K +$558K +20,832 New
DPI
366
Diversified Portfolios Inc
Michigan
$556K -$137K -5,100 -20%
AWM
367
Apollon Wealth Management
South Carolina
$550K -$23.7K -886 -4%
AWMNH
368
Arcadia Wealth Management (New Hampshire)
New Hampshire
$545K -$56.1K -2,092 -9%
AAS
369
Ameritas Advisory Services
Nebraska
$543K -$165K -6,158 -23%
RFG
370
RFP Financial Group
Georgia
$539K -$54 -2 -0%
PD
371
Planning Directions
Pennsylvania
$533K -$210K -7,830 -28%
DWP
372
Destiny Wealth Partners
Florida
$520K – – –
AWM
373
Avaii Wealth Management
Wisconsin
$513K +$144K +5,374 +39%
AF
374
Allworth Financial
California
$501K -$167K -6,240 -25%
BAM
375
Belpointe Asset Management
Nevada
$496K -$725K -27,030 -59%
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15
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