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Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$257M
2
LGWM
Litman Gregory Wealth Management
California
+$53.6M
3
Temasek Holdings
Temasek Holdings
Singapore
+$37M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$33.5M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$25.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$702M
2
SWG
Summit Wealth Group
Vermont
-$280M
3
Jane Street
Jane Street
New York
-$54.2M
4
GP
Greenline Partners
New York
-$47.9M
5
CSIA
Charles Schwab Investment Advisory
California
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASI
351
Advisory Services & Investments
Oregon
$596K -$153K -5,836 -20%
VCP
352
Vista Capital Partners
Oregon
$588K -$26.9K -1,026 -4%
B
353
Bridgeworth
Alabama
$586K -$721K -27,486 -55%
FHB
354
First Hawaiian Bank
Hawaii
$585K – – –
JCIA
355
Jackson Creek Investment Advisors
Colorado
$585K +$6.6K +252 +1%
RI
356
Rinkey Investments
California
$584K -$102K -3,878 -15%
AWM
357
Aprio Wealth Management
Georgia
$577K – – –
AAS
358
Asset Allocation Strategies
Michigan
$575K +$575K +21,928 New
Northern Trust
359
Northern Trust
Illinois
$572K +$572K +21,830 New
AWM
360
Avaii Wealth Management
Wisconsin
$572K +$70.4K +2,686 +14%
SC
361
Shearwater Capital
Colorado
$568K – – –
RF
362
RHS Financial
California
$558K -$49.6K -1,892 -8%
PRS
363
Pinkerton Retirement Specialists
Idaho
$543K -$303K -11,544 -36%
Bank of Montreal
364
Bank of Montreal
Ontario, Canada
$540K +$310K +11,760 +135%
CAM
365
Cresset Asset Management
Illinois
$538K +$58.9K +2,248 +12%
DPIM
366
Duff & Phelps Investment Management
Illinois
$535K -$52.4K -2,000 -9%
CFP
367
Cypress Financial Planning
New Jersey
$529K -$244K -9,350 -32%
LSA
368
Lion Street Advisors
Texas
$522K -$280K -8,882 -35%
CAM
369
Cubic Asset Management
Massachusetts
$519K +$149K +5,670 +40%
CFGS
370
Concourse Financial Group Securities
Alabama
$519K +$74.5K +2,840 +17%
GEA
371
Glen Eagle Advisors
New Jersey
$517K -$243K -12,222 -32%
AWM
372
Apollon Wealth Management
South Carolina
$513K -$24.9K -950 -5%
DWP
373
Destiny Wealth Partners
Florida
$508K – – –
WOSD
374
WFA of San Diego
California
$508K +$508K +19,368 New
FANJ
375
Financial Architects (New Jersey)
New Jersey
$504K -$317K -12,094 -39%
13 14
15
16 17