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Schwab US TIPS ETF
SCHP

Overview Fund Activity

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M

Top Buyers

1
JRP
Jasper Ridge Partners
California
+$132M
2
Cerity Partners
Cerity Partners
New York
+$126M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
+$103M
4
Morgan Stanley
Morgan Stanley
New York
+$71.9M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$50.1M

Top Sellers

1
EW
Evoke Wealth
California
-$215M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$119M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$67.9M
4
Franklin Resources
Franklin Resources
California
-$50.3M
5
NC
NinePointTwo Capital
California
-$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
376
Apollon Wealth Management
South Carolina
$539K +$114K +4,376 +27%
EH
377
Equitable Holdings
New York
$521K -$281K -10,754 -35%
FFA
378
Farther Finance Advisors
California
$515K +$318K +12,196 +162%
CS
379
Credit Suisse
Switzerland
$503K – – –
SA
380
Scarborough Advisors
Maryland
$498K -$261K -9,992 -34%
FHB
381
First Hawaiian Bank
Hawaii
$488K -$95.2K -3,646 -16%
CB
382
Community Bank
New York
$487K +$487K +18,652 New
RI
383
Rinkey Investments
California
$487K +$21.7K +832 +5%
SSWM
384
Sheets Smith Wealth Management
North Carolina
$487K -$590K -22,596 -55%
YWM
385
Yoder Wealth Management
California
$480K -$88.7K -3,400 -16%
MAWAG
386
Mid-American Wealth Advisory Group
Missouri
$480K -$15.3K -588 -3%
EW
387
Evoke Wealth
California
$477K -$215M -8,236,820 -100%
CAM
388
Cubic Asset Management
Massachusetts
$471K -$47.5K -1,820 -9%
BBA
389
Braun-Bostich & Associates
Pennsylvania
$466K +$466K +17,840 New
AFG
390
Atomi Financial Group
New York
$462K +$462K +17,692 New
Millennium Management
391
Millennium Management
New York
$460K +$460K +17,622 New
MWM
392
MBE Wealth Management
Wisconsin
$460K +$460K +17,606 New
CWS
393
Cypress Wealth Services
California
$457K +$129K +4,948 +39%
CA
394
Continuum Advisory
Idaho
$453K -$485K -18,588 -52%
SWP
395
Significant Wealth Partners
Illinois
$449K +$449K +17,216 New
LA
396
Latitude Advisors
Florida
$446K -$82K -3,140 -16%
BRWA
397
B. Riley Wealth Advisors
Florida
$439K -$2.69M -102,870 -86%
MOS
398
MGO One Seven
Ohio
$436K +$13.4K +512 +3%
AWM
399
Avaii Wealth Management
Wisconsin
$434K -$72K -2,760 -14%
DWP
400
Destiny Wealth Partners
Florida
$421K -$83K -3,196 -16%
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16
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