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Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$126M
2
QCM
Quadratic Capital Management
Connecticut
+$115M
3
NL
NEPC LLC
Massachusetts
+$71.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$56.4M
5
EW
Evoke Wealth
California
+$45.1M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$38.9M
2
RCA
Reitz Capital Advisors
Michigan
-$24M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
4
Ameriprise
Ameriprise
Minnesota
-$18.4M
5
Wells Fargo
Wells Fargo
California
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSC
351
Full Sail Capital
Oklahoma
$565K +$565K +22,366 New
FHB
352
First Hawaiian Bank
Hawaii
$564K – – –
PA
353
PFG Advisors
Arizona
$563K -$483K -19,126 -46%
YWM
354
Yoder Wealth Management
California
$550K -$25.2K -1,000 -4%
HF
355
HRT Financial
New York
$550K -$26.8K -1,062 -5%
PRS
356
Pinkerton Retirement Specialists
Idaho
$542K +$18.7K +740 +4%
SC
357
Shearwater Capital
Colorado
$538K -$9.8K -388 -2%
JIP
358
Jaffetilchin Investment Partners
Florida
$534K -$157K -6,230 -23%
Northern Trust
359
Northern Trust
Illinois
$533K -$17.7K -700 -3%
LNC
360
Lincoln National Corp
Pennsylvania
$526K +$75.1K +2,976 +17%
Lido Advisors
361
Lido Advisors
California
$518K +$235K +9,290 +83%
VAS
362
Vestmark Advisory Solutions
Massachusetts
$512K +$512K +20,294 New
LA
363
Latitude Advisors
Florida
$511K -$69.9K -2,770 -12%
CAM
364
Cubic Asset Management
Massachusetts
$502K +$1.77K +70 +0.4%
GDP
365
Great Diamond Partners
Maine
$492K +$492K +19,482 New
AWM
366
Avaii Wealth Management
Wisconsin
$490K -$61K -2,416 -11%
DWP
367
Destiny Wealth Partners
Florida
$489K – – –
CS
368
Credit Suisse
Switzerland
$486K +$145K +5,758 +43%
CFGS
369
Concourse Financial Group Securities
Alabama
$486K -$13.8K -546 -3%
OFS
370
OneAscent Financial Services
Alabama
$481K +$481K +19,072 New
CBFP
371
Cedar Brook Financial Partners
Ohio
$477K +$14K +554 +3%
MAWAG
372
Mid-American Wealth Advisory Group
Missouri
$476K -$5.6M -223,176 -92%
AWM
373
Aprio Wealth Management
Georgia
$466K -$89K -3,526 -16%
IC
374
IEQ Capital
California
$465K +$2.27K +90 +0.5%
CAM
375
Cresset Asset Management
Illinois
$462K -$55.8K -2,210 -11%
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