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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 %
KCPG
376
Kavar Capital Partners Group
Kansas
$455K – – –
RI
377
Rinkey Investments
California
$450K -$113K -4,464 -20%
MSFS
378
Main Street Financial Solutions
Pennsylvania
$450K -$152K -6,028 -25%
HI
379
Human Investing
Oregon
$450K – – –
WWM
380
WT Wealth Management
Arizona
$447K -$22K -872 -5%
WOSD
381
WFA of San Diego
California
$438K -$50.6K -2,006 -10%
SG
382
StoneX Group
New York
$423K -$20.5K -812 -5%
SGI
383
Summit Global Investments
Utah
$420K +$12.2K +482 +3%
IHWM
384
Iron Horse Wealth Management
Iowa
$416K -$320K -12,692 -44%
WCM
385
Weik Capital Management
Pennsylvania
$415K -$693K -27,442 -63%
Invesco
386
Invesco
Georgia
$413K -$33.8K -1,340 -8%
AWM
387
Apollon Wealth Management
South Carolina
$411K -$83.6K -3,312 -17%
AAM
388
Advisors Asset Management
Colorado
$411K +$26.8K +1,060 +7%
MOS
389
MGO One Seven
Ohio
$409K -$29.8K -1,182 -7%
William Blair & Company
390
William Blair & Company
Illinois
$405K -$44.2K -1,752 -10%
PCA
391
Pallas Capital Advisors
Massachusetts
$402K +$34K +1,356 +9%
SW
392
Simplicity Wealth
New Jersey
$399K +$399K +15,824 New
IAN
393
Integrated Advisors Network
Texas
$397K -$63.6K -2,520 -14%
RC
394
Roundview Capital
New Jersey
$395K -$256K -10,156 -39%
BJL
395
Brighton Jones LLC
Washington
$390K -$402K -15,938 -51%
ASI
396
Advisory Services & Investments
Oregon
$390K -$184K -7,298 -32%
MA
397
MONECO Advisors
Connecticut
$384K -$11.8K -468 -3%
BC
398
Barrett & Company
Rhode Island
$382K – – –
KFP
399
KMG Fiduciary Partners
Ohio
$380K – – –
CIC
400
Cutler Investment Counsel
Oregon
$379K – – –
14 15
16
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