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Schwab US TIPS ETF
SCHP

Overview Fund Activity

588 hedge funds and large institutions have $14.2B invested in Schwab US TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+48
Holders Change %
+8.89%
% of All Funds
10.27%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.13%
New
93
Increased
295
Reduced
125
Closed
39
Calls
$1.78M
Puts
$1.41M
Net Calls
+$362K
Net Calls Change
+$356K

Top Buyers

1
QCM
Quadratic Capital Management
Connecticut
+$834M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$211M
3
Citigroup
Citigroup
New York
+$82.7M
4
NC
NinePointTwo Capital
California
+$66.7M
5
Prudential Financial
Prudential Financial
New Jersey
+$40.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$670M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$172M
3
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$22.8M
4
MAM
Madison Asset Management
Wisconsin
-$22.7M
5
BPB
Badgley, Phelps & Bell
Washington
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
401
Callahan Advisors
Texas
$344K +$3K +96 +0.9%
HCIA
402
Hochman Cole Investment Advisors
Illinois
$339K -$210K -6,698 -38%
CS
403
Cannell & Spears
New York
$337K +$20.2K +646 +6%
PA
404
PFG Advisors
Arizona
$332K +$95K +3,042 +40%
WSTAM
405
Wilbanks Smith & Thomas Asset Management
Virginia
$329K – – –
CNBTD
406
Citizens National Bank Trust Department
Mississippi
$329K +$624 +20 +0.2%
NDSI
407
Newman Dignan & Sheerar Inc
Rhode Island
$327K +$5.82K +186 +2%
IA
408
IFP Advisors
Florida
$326K +$247K +7,880 +312%
SAM
409
Seelaus Asset Management
New Jersey
$323K +$323K +10,324 New
PMAS
410
PNC Managed Account Solutions
Texas
$320K +$320K +10,234 New
VM
411
VPR Management
Texas
$313K – – –
BEAM
412
Baker Ellis Asset Management
Washington
$313K +$313K +10,000 New
GM
413
GeoWealth Management
Illinois
$311K +$311K +9,908 New
CWM
414
Cedar Wealth Management
California
$305K +$184K +5,908 +153%
RPA
415
Rock Point Advisors
Vermont
$302K – – –
FANJ
416
Financial Architects (New Jersey)
New Jersey
$302K +$14.4K +460 +5%
JHCP
417
Jackson Hole Capital Partners
Oklahoma
$300K – – –
HAS
418
HBW Advisory Services
California
$297K +$14.8K +472 +5%
WWM
419
Western Wealth Management
Colorado
$297K +$297K +9,476 New
CFG
420
Cooper Financial Group
California
$296K -$24.2K -774 -8%
FEM
421
Fulcrum Equity Management
Texas
$294K +$294K +9,394 New
HIC
422
Hartline Investment Corp
Illinois
$292K -$8.12K -260 -3%
SGCA
423
Steel Grove Capital Advisors
Tennessee
$292K – – –
FGAM
424
Financial Gravity Asset Management
Texas
$292K +$28.7K +720 +11%
RJT
425
Raymond James Trust
Florida
$288K +$288K +9,224 New
15 16
17
18 19