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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
$33.8M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$526M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$353M
2
SWG
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
Jane Street
New York
$0
4
GP
Greenline Partners
New York
$0
5
CSIA
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIR
376
Clear Investment Research
Georgia
$500K +$289K +11,020 +137%
WWM
377
WT Wealth Management
Arizona
$487K -$489K -18,644 -50%
CBFP
378
Cedar Brook Financial Partners
Ohio
$481K +$16K +610 +3%
IC
379
IEQ Capital
California
$481K +$2.88K +110 +0.6%
RWI
380
Red Wave Investments
Pennsylvania
$479K – – –
IAN
381
Integrated Advisors Network
Texas
$479K -$263K -10,024 -35%
AFG
382
ABLE Financial Group
Arizona
$475K -$2.27M -86,510 -83%
KCPG
383
Kavar Capital Partners Group
Kansas
$472K -$10.5K -400 -2%
LNC
384
Lincoln National Corp
Pennsylvania
$468K +$87.1K +3,324 +23%
PB
385
Pinnacle Bancorp
Nebraska
$467K +$62.6K +2,388 +15%
HI
386
Human Investing
Oregon
$467K +$52.8K +2,016 +13%
William Blair & Company
387
William Blair & Company
Illinois
$466K +$45.4K +1,732 +11%
SA
388
Scarborough Advisors
Maryland
$464K -$24.6M -938,508 -98%
Invesco
389
Invesco
Georgia
$464K -$119K -4,534 -20%
AWP
390
Atlas Wealth Partners
Pennsylvania
$461K +$461K +17,598 New
SG
391
StoneX Group
New York
$461K +$33.1K +1,264 +8%
MOS
392
MGO One Seven
Ohio
$456K +$3.25K +124 +0.7%
OPWM
393
Oxinas Partners Wealth Management
Indiana
$455K -$887K -33,820 -66%
LNWWM
394
Laird Norton Wetherby Wealth Management
California
$451K +$451K +17,206 New
AL
395
ADE LLC
Maryland
$439K +$157 +6 +0%
OP
396
ORG Partners
Indiana
$434K +$434K +16,616 New
SGI
397
Summit Global Investments
Utah
$423K +$52 +2 +0%
TPCW
398
TD Private Client Wealth
New York
$422K +$9.39K +358 +2%
BBA
399
Braun-Bostich & Associates
Pennsylvania
$421K +$23.4K +892 +6%
MA
400
MONECO Advisors
Connecticut
$411K +$411K +15,690 New
14 15
16
17 18