SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

750 hedge funds and large institutions have $14.7B invested in Schwab US TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 312 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-14
Holders Change %
-1.83%
% of All Funds
11.87%
Holding in Top 10
80
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.79%
% of All Funds
1.27%
New
99
Increased
312
Reduced
258
Closed
103
Calls
$6.02M
Puts
$1.91M
Net Calls
+$4.11M
Net Calls Change
+$1.58M

Top Buyers

1
PCA
Personal Capital Advisors
California
+$390M
2
Temasek Holdings
Temasek Holdings
Singapore
+$378M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$61.1M
4
SL
Systelligence LLC
Minnesota
+$34.7M
5
LGWM
Litman Gregory Wealth Management
California
+$34.1M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
-$464M
2
Jane Street
Jane Street
New York
-$157M
3
Citigroup
Citigroup
New York
-$55.1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$55M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$52.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
401
Cahill Financial Advisors
Minnesota
$857K +$182K +6,008 +27%
AFA
402
Arlington Financial Advisors
California
$852K +$34K +1,120 +4%
CWM
403
Cedar Wealth Management
California
$841K +$473K +15,596 +129%
OIM
404
Oder Investment Management
California
$835K +$148K +4,876 +22%
NL
405
NWAM LLC
Washington
$831K -$54.2K -1,784 -6%
JWA
406
JFS Wealth Advisors
Pennsylvania
$826K – – –
KJWM
407
Kiley Juergens Wealth Management
Washington
$816K -$347K -11,430 -30%
HWA
408
Heritage Wealth Advisors
Virginia
$807K – – –
PJSIMP
409
P.J. Schmidt Investment Management (PJS)
Wisconsin
$805K +$63.7K +2,156 +9%
CI
410
Cordant Inc
Oregon
$799K -$40.3K -1,328 -5%
Goldman Sachs
411
Goldman Sachs
New York
$782K +$539K +17,770 +222%
TCWM
412
Total Clarity Wealth Management
Illinois
$760K +$760K +25,020 New
CIA
413
Capital Investment Advisors
Georgia
$756K -$66.3K -2,184 -8%
CWM
414
Concentric Wealth Management
California
$751K -$6.43K -212 -0.8%
CAAS
415
Capital Asset Advisory Services
Michigan
$749K +$584K +19,240 +355%
GJIC
416
Gamble Jones Investment Counsel
California
$748K – – –
WOSD
417
WFA of San Diego
California
$745K +$5.83K +192 +0.8%
AWM
418
Apollon Wealth Management
South Carolina
$743K -$1.71M -56,390 -70%
JE
419
JMAC Enterprises
Pennsylvania
$732K +$2.13K +70 +0.3%
GCA
420
Gradient Capital Advisors
California
$731K +$9.96K +328 +1%
CHA
421
Carmichael Hill & Associates
Maryland
$723K +$118K +3,876 +19%
CPW
422
Catalyst Private Wealth
California
$716K +$21.3K +700 +3%
GWM
423
Grand Wealth Management
Michigan
$713K -$2.85K -94 -0.4%
BAM
424
BTS Asset Management
Massachusetts
$702K +$10.8K +356 +2%
Invesco
425
Invesco
Georgia
$699K +$173K +5,686 +33%
15 16
17
18 19