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Schwab US TIPS ETF
SCHP

Overview Fund Activity

633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+45
Holders Change %
+7.65%
% of All Funds
11.12%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.3%
New
85
Increased
325
Reduced
135
Closed
29
Calls
$2.61M
Puts
$645K
Net Calls
+$1.96M
Net Calls Change
+$1.6M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.91B
2
Temasek Holdings
Temasek Holdings
Singapore
$237M
3
Ameriprise
Ameriprise
Minnesota
$211M
4
AllianceBernstein
AllianceBernstein
Tennessee
$52.2M
5
AWM
AE Wealth Management
Kansas
$51.5M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$52.5M
2
QCM
Quadratic Capital Management
Connecticut
$3B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
FTUS
Flow Traders U.S.
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
401
GeoWealth Management
Illinois
$467K +$157K +5,002 +50%
SB
402
Strategic Blueprint
Georgia
$466K +$412K +13,168 +762%
CAPTRUST Financial Advisors
403
CAPTRUST Financial Advisors
North Carolina
$462K +$63.6K +2,032 +16%
AL
404
ADE LLC
Maryland
$460K +$90.6K +2,896 +25%
DBRC
405
D.B. Root & Company
Pennsylvania
$458K +$2.06K +66 +0.5%
BWM
406
BCS Wealth Management
Tennessee
$456K +$8.08K +258 +2%
HAS
407
HBW Advisory Services
California
$445K +$148K +4,724 +50%
CWM
408
Cabot Wealth Management
Massachusetts
$442K -$6.01K -192 -1%
KFP
409
KMG Fiduciary Partners
Ohio
$438K – – –
SCM
410
Shapiro Capital Management
Georgia
$438K +$438K +14,000 New
OIA
411
OneDigital Investment Advisors
Kansas
$429K -$270K -8,628 -39%
PFO
412
Pathstone Family Office
New Jersey
$422K – – –
AWM
413
Aprio Wealth Management
Georgia
$420K +$8.69K +278 +2%
LF
414
Lee Financial
Texas
$419K -$53.1K -1,700 -11%
HBCM
415
Heron Bay Capital Management
Michigan
$418K +$4.94K +158 +1%
PA
416
Prism Advisors
California
$418K +$6.94K +222 +2%
NFG
417
Next Financial Group
Texas
$411K +$301K +9,634 +275%
HR
418
Hardy Reed
Mississippi
$410K – – –
WA
419
WESPAC Advisors
California
$408K +$408K +13,048 New
AC
420
Addison Capital
Pennsylvania
$406K -$9.58K -306 -2%
CGA
421
Crescent Grove Advisors
Illinois
$403K +$6.88K +220 +2%
MHR
422
Matthew Hamilton Rosenberg
$400K – – –
Invesco
423
Invesco
Georgia
$395K +$118K +3,758 +42%
CAM
424
Cubic Asset Management
Massachusetts
$394K +$23K +734 +6%
BTWM
425
Baker Tilly Wealth Management
Wisconsin
$386K +$386K +12,340 New
15 16
17
18 19