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

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
QCM
3
Quadratic Capital Management
Connecticut
$629M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KCPG
376
Kavar Capital Partners Group
Kansas
$494K +$494K +18,412 New
CAM
377
Cresset Asset Management
Illinois
$490K -$54 -2 -0%
RWI
378
Red Wave Investments
Pennsylvania
$490K – – –
AWA
379
Authentikos Wealth Advisory
California
$490K +$490K +18,904 New
IC
380
IEQ Capital
California
$488K – – –
CBFP
381
Cedar Brook Financial Partners
Ohio
$476K +$590 +22 +0.1%
GCA
382
Genesee Capital Advisors
New York
$463K – – –
MOS
383
MGO One Seven
Ohio
$463K -$81.6K -3,046 -15%
CFGS
384
Concourse Financial Group Securities
Alabama
$455K +$4.29K +160 +1%
AL
385
ADE LLC
Maryland
$449K -$17.2K -640 -4%
CFA
386
Cahill Financial Advisors
Minnesota
$443K +$429 +16 +0.1%
HF
387
HRT Financial
New York
$442K +$442K +16,524 New
FFWA
388
FRG Family Wealth Advisors
Washington
$438K -$776K -28,940 -64%
SG
389
StoneX Group
New York
$437K -$2.54M -94,816 -85%
SGI
390
Summit Global Investments
Utah
$433K – – –
William Blair & Company
391
William Blair & Company
Illinois
$430K +$8.04K +300 +2%
HI
392
Human Investing
Oregon
$423K +$423K +15,792 New
PA
393
Prism Advisors
California
$423K -$51.3K -1,914 -11%
TPCW
394
TD Private Client Wealth
New York
$422K +$61.2K +2,284 +17%
CFG
395
Citizens Financial Group
Rhode Island
$420K +$420K +15,652 New
KFP
396
KMG Fiduciary Partners
Ohio
$418K -$6.7K -250 -2%
PB
397
Pinnacle Bancorp
Nebraska
$414K +$2.04K +76 +0.5%
MGIA
398
Moneta Group Investment Advisors
Missouri
$413K +$21.2K +790 +5%
BBA
399
Braun-Bostich & Associates
Pennsylvania
$407K +$21.7K +808 +6%
BC
400
Barrett & Company
Rhode Island
$406K – – –
14 15
16
17 18