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Schwab US TIPS ETF
SCHP

Overview Fund Activity

588 hedge funds and large institutions have $14.2B invested in Schwab US TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+48
Holders Change %
+8.89%
% of All Funds
10.27%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.13%
New
93
Increased
295
Reduced
125
Closed
39
Calls
$1.78M
Puts
$1.41M
Net Calls
+$362K
Net Calls Change
+$356K

Top Buyers

1
QCM
Quadratic Capital Management
Connecticut
+$834M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$211M
3
Citigroup
Citigroup
New York
+$82.7M
4
NC
NinePointTwo Capital
California
+$66.7M
5
Prudential Financial
Prudential Financial
New Jersey
+$40.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$670M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$172M
3
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$22.8M
4
MAM
Madison Asset Management
Wisconsin
-$22.7M
5
BPB
Badgley, Phelps & Bell
Washington
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
376
KMG Fiduciary Partners
Ohio
$438K +$438K +14,000 New
PFO
377
Pathstone Family Office
New Jersey
$421K – – –
AC
378
Addison Capital
Pennsylvania
$415K -$4.38K -140 -1%
HBCM
379
Heron Bay Capital Management
Michigan
$413K +$61.4K +1,964 +17%
HCM
380
Hengehold Capital Management
Ohio
$413K +$413K +13,210 New
PA
381
Prism Advisors
California
$411K +$11.8K +378 +3%
AWM
382
Aprio Wealth Management
Georgia
$411K +$411K +13,158 New
HR
383
Hardy Reed
Mississippi
$410K – – –
LJAC
384
L.J. Altfest & Co
New York
$409K -$402K -12,844 -50%
CFA
385
CWS Financial Advisors
Michigan
$407K +$407K +13,016 New
IC
386
Innealta Capital
Texas
$401K +$155K +4,942 +63%
MHR
387
Matthew Hamilton Rosenberg
$399K – – –
CAPTRUST Financial Advisors
388
CAPTRUST Financial Advisors
North Carolina
$398K +$89.6K +2,868 +29%
CGA
389
Crescent Grove Advisors
Illinois
$396K +$3.44K +110 +0.9%
CL
390
Choreo LLC
Illinois
$395K -$16.9K -540 -4%
BB
391
Busey Bank
Illinois
$391K +$391K +12,500 New
AIC
392
Ameritas Investment Company
Nebraska
$384K +$47.1K +526 +14%
WT
393
Whittier Trust
California
$383K – – –
CAM
394
Cubic Asset Management
Massachusetts
$370K – – –
AL
395
ADE LLC
Maryland
$369K +$184K +5,880 +99%
Goldman Sachs
396
Goldman Sachs
New York
$360K -$1.02M -32,488 -74%
1CM
397
1492 Capital Management
Wisconsin
$352K -$90.7K -2,900 -20%
PPW
398
Parcion Private Wealth
Washington
$349K – – –
AWS
399
Arkfeld Wealth Strategies
Nebraska
$346K +$25.2K +800 +8%
FCH
400
Freestone Capital Holdings
Washington
$345K -$56.3K -1,800 -14%
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