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Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$257M
2
LGWM
Litman Gregory Wealth Management
California
$53.6M
3
Temasek Holdings
Temasek Holdings
Singapore
$37M
4
PCIA
Prime Capital Investment Advisors
Kansas
$33.8M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$526M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$353M
2
SWG
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
Jane Street
New York
$0
4
GP
Greenline Partners
New York
$0
5
CSIA
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
401
Citizens Financial Group
Rhode Island
$410K – – –
PA
402
Prism Advisors
California
$408K -$5.03K -192 -1%
AAM
403
Advisors Asset Management
Colorado
$399K +$5.3K +202 +1%
BC
404
Barrett & Company
Rhode Island
$397K – – –
KFP
405
KMG Fiduciary Partners
Ohio
$395K -$13.9K -530 -3%
CIC
406
Cutler Investment Counsel
Oregon
$394K -$1.05K -40 -0.3%
MIAS
407
Mason Investment Advisory Services
Virginia
$393K +$393K +14,988 New
EWA
408
EP Wealth Advisors
California
$389K -$344K -4,992 -47%
FLPIM
409
F.L. Putnam Investment Management
Massachusetts
$389K +$52 +2 +0%
ICG
410
InterOcean Capital Group
Tennessee
$386K +$188K +7,176 +95%
PCA
411
Pallas Capital Advisors
Massachusetts
$384K +$384K +14,688 New
MGIA
412
Moneta Group Investment Advisors
Missouri
$381K -$23.4K -894 -6%
ONB
413
Old National Bancorp
Indiana
$379K +$4.09K +156 +1%
GVAG
414
Great Valley Advisor Group
Delaware
$378K +$22.9K +874 +6%
RI
415
Ridgewood Investments
New Jersey
$377K -$15.7K -600 -4%
DP
416
Denver PWM
Colorado
$371K +$415 +16 +0.1%
IAA
417
Independent Advisor Alliance
North Carolina
$368K -$509K -19,398 -58%
PMG
418
ProVise Management Group
Florida
$365K – – –
OW
419
Olistico Wealth
Oklahoma
$364K -$2.83K -108 -0.8%
CWM
420
Concentric Wealth Management
California
$357K -$240K -9,150 -40%
MWM
421
Maltin Wealth Management
New Jersey
$354K +$22.7K +864 +7%
CS
422
Credit Suisse
Switzerland
$354K +$64.2K +2,450 +22%
CA
423
CoreCap Advisors
Michigan
$350K +$350K +13,360 New
BWP
424
Balboa Wealth Partners
Arizona
$349K -$7.24K -276 -2%
OWA
425
Octavia Wealth Advisors
Ohio
$344K +$4.56K +174 +1%
15 16
17
18 19