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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 %
Millennium Management
376
Millennium Management
New York
$752K +$752K +26,944 New
VFA
377
Values First Advisors
Tennessee
$747K -$444K -15,928 -37%
HWA
378
Heritage Wealth Advisors
Virginia
$742K – – –
PJSIMP
379
P.J. Schmidt Investment Management (PJS)
Wisconsin
$738K -$31.7K -1,120 -4%
HNB
380
Huntington National Bank
Ohio
$737K -$1.37M – –
WAM
381
Walker Asset Management
Missouri
$730K -$98.8K -3,544 -12%
SWM
382
Selective Wealth Management
Virginia
$719K +$199K +7,150 +38%
IP
383
Intellectus Partners
California
$714K +$135K +4,848 +23%
CHA
384
Carmichael Hill & Associates
Maryland
$712K +$47.9K +1,718 +7%
AIP
385
Ahrens Investment Partners
Louisiana
$708K -$388K -13,892 -35%
MSWMA
386
Market Street Wealth Management Advisors
Indiana
$707K +$707K +25,328 New
KCPG
387
Kavar Capital Partners Group
Kansas
$697K +$697K +24,972 New
CWM
388
Concentric Wealth Management
California
$691K – – –
GJIC
389
Gamble Jones Investment Counsel
California
$688K – – –
FPCP
390
Fort Point Capital Partners
California
$680K -$1.53M -54,778 -69%
GCA
391
Gradient Capital Advisors
California
$671K – – –
BMCM
392
Burns Matteson Capital Management
New York
$670K -$314K -11,252 -32%
BJL
393
Brighton Jones LLC
Washington
$669K -$356K -12,756 -35%
WWM
394
WT Wealth Management
Arizona
$668K +$39.5K +1,418 +6%
RFG
395
Range Financial Group
Oregon
$666K +$302K +10,824 +83%
JE
396
JMAC Enterprises
Pennsylvania
$665K -$7.25K -260 -1%
WKWM
397
Walter & Keenan Wealth Management
Indiana
$660K +$117K +4,200 +22%
CST
398
Charles Schwab Trust
Nevada
$659K -$367K -13,146 -36%
CPW
399
Catalyst Private Wealth
California
$658K – – –
FWP
400
Firethorn Wealth Partners
Georgia
$656K +$118K +4,126 +22%
14 15
16
17 18