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Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.08B
2
Cerity Partners
Cerity Partners
New York
$151M
3
Morgan Stanley
Morgan Stanley
New York
$85.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$227M
5
AIP
Almanack Investment Partners
Pennsylvania
$46.1M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
Temasek Holdings
Singapore
$0
3
QCM
Quadratic Capital Management
Connecticut
$629M
4
LGWM
Litman Gregory Wealth Management
California
$0
5
M&T Bank
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
401
Addison Capital
Pennsylvania
$405K +$1.18K +44 +0.3%
CIC
402
Cutler Investment Counsel
Oregon
$404K -$36.5K -1,360 -8%
AAM
403
Advisors Asset Management
Colorado
$402K +$6.86K +256 +2%
RI
404
Ridgewood Investments
New Jersey
$402K -$6.92K -258 -2%
FLPIM
405
F.L. Putnam Investment Management
Massachusetts
$397K -$55.1K -2,054 -12%
HR
406
Hardy Reed
Mississippi
$397K +$18.4K +688 +5%
SEI Investments
407
SEI Investments
Pennsylvania
$396K +$396K +14,792 New
FFA
408
Fi3 Financial Advisors
Indiana
$395K +$395K +14,746 New
CIA
409
Capital Investment Advisors
Georgia
$395K -$44.5K -1,660 -10%
WAM
410
Worth Asset Management
Texas
$390K +$390K +14,554 New
LNC
411
Lincoln National Corp
Pennsylvania
$390K -$42.8K -1,598 -10%
ONB
412
Old National Bancorp
Indiana
$383K -$18.8K -700 -5%
SCA
413
Stokes Capital Advisors
South Carolina
$381K -$33.8K -1,262 -8%
BWA
414
Bordeaux Wealth Advisors
California
$380K +$380K +14,194 New
DP
415
Denver PWM
Colorado
$380K +$693 +26 +0.2%
CAM
416
Cubic Asset Management
Massachusetts
$379K – – –
OW
417
Olistico Wealth
Oklahoma
$375K -$11.7K -438 -3%
PMG
418
ProVise Management Group
Florida
$373K – – –
WAS
419
Wealth Advisory Solutions
Indiana
$367K – – –
BWP
420
Balboa Wealth Partners
Arizona
$365K – – –
JWA
421
JFS Wealth Advisors
Pennsylvania
$365K – – –
GVAG
422
Great Valley Advisor Group
Delaware
$363K -$12.3K -460 -3%
PFO
423
Pathstone Family Office
New Jersey
$362K +$362K +13,500 New
BMCM
424
Burns Matteson Capital Management
New York
$349K – – –
OWA
425
Octavia Wealth Advisors
Ohio
$347K -$85.5K -3,188 -20%
15 16
17
18 19