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Schwab US TIPS ETF
SCHP

Overview Fund Activity

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K

Top Buyers

1
EW
1
Evoke Wealth
California
$208M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$668M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$100M
5
Charles Schwab
5
Charles Schwab
California
$134M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.41B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$6.86M
3
Jane Street
3
Jane Street
New York
$30M
4
QCM
4
Quadratic Capital Management
Connecticut
$1.32B
5
FWM
5
Focused Wealth Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
WOSD
401
WFA of San Diego
California
$647K -$37.7K -1,350 -6%
GWM
402
Grand Wealth Management
Michigan
$647K -$8.71K -312 -1%
GWM
403
GSB Wealth Management
Connecticut
$647K +$24.5K +878 +4%
BAM
404
BTS Asset Management
Massachusetts
$644K -$1.4K -50 -0.2%
WIA
405
World Investment Advisors
California
$640K -$3.85K -134 -0.6%
ASI
406
Advisory Services & Investments
Oregon
$632K +$250K +8,960 +65%
OC
407
Oppenheimer & Co
New York
$627K -$177K -6,350 -22%
DPIM
408
Duff & Phelps Investment Management
Illinois
$625K – – –
AWM
409
Apollon Wealth Management
South Carolina
$624K -$58.5K -2,096 -9%
FHB
410
First Hawaiian Bank
Hawaii
$623K – – –
CAG
411
Csenge Advisory Group
Florida
$621K +$621K +22,254 New
CAC
412
Certified Advisory Corp
Florida
$617K -$279K -10,010 -31%
AWM
413
Aprio Wealth Management
Georgia
$614K – – –
LA
414
Latitude Advisors
Florida
$613K +$128K +4,596 +26%
MWM
415
Maripau Wealth Management
Indiana
$610K +$38.2K +1,330 +7%
TFA
416
Teamwork Financial Advisors
Texas
$607K +$13.1K +468 +2%
SC
417
Shearwater Capital
Colorado
$605K -$52.6K -68 -8%
OWA
418
Octavia Wealth Advisors
Ohio
$597K -$5.92M -212,694 -91%
WWP
419
WR Wealth Planners
Missouri
$594K +$18.6K +666 +3%
GM
420
GeoWealth Management
Illinois
$582K -$40.9K -1,466 -7%
CIA
421
Capital Investment Advisors
Georgia
$580K -$115K -4,116 -17%
CPP
422
Capasso Planning Partners
South Carolina
$574K +$5.42K +194 +1%
WFC
423
Western Financial Corp
California
$573K +$165K +5,920 +40%
AWA
424
Aaron Wealth Advisors
Illinois
$572K -$35.1M -1,258,400 -98%
TA
425
TrueWealth Advisors
Alabama
$569K +$569K +20,392 New
15 16
17
18 19