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Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$126M
2
QCM
Quadratic Capital Management
Connecticut
+$115M
3
NL
NEPC LLC
Massachusetts
+$71.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$56.4M
5
EW
Evoke Wealth
California
+$45.1M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$38.9M
2
RCA
Reitz Capital Advisors
Michigan
-$24M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
4
Ameriprise
Ameriprise
Minnesota
-$18.4M
5
Wells Fargo
Wells Fargo
California
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAS
401
Mason Investment Advisory Services
Virginia
$378K – – –
DP
402
Denver PWM
Colorado
$363K +$5.51K +220 +2%
RWI
403
Red Wave Investments
Pennsylvania
$355K -$107K -4,220 -23%
TSW
404
Thompson Siegel & Walmsley
Virginia
$353K -$796K -31,550 -69%
PFS
405
Prospera Financial Services
Texas
$353K -$1.12M -44,400 -76%
HR
406
Hardy Reed
Mississippi
$351K +$27.6K +1,092 +9%
ONB
407
Old National Bancorp
Indiana
$347K -$17.8K -704 -5%
TPCW
408
TD Private Client Wealth
New York
$342K -$64.9K -2,570 -16%
AAS
409
Ameritas Advisory Services
Nebraska
$338K +$338K +13,396 New
LWM
410
Laidlaw Wealth Management
New York
$337K -$322K -12,756 -49%
ICG
411
InterOcean Capital Group
Tennessee
$336K -$35.8K -1,420 -10%
KFG
412
Kingdom Financial Group
Arizona
$335K +$335K +13,274 New
DPIM
413
Duff & Phelps Investment Management
Illinois
$333K -$182K -7,200 -35%
B
414
Bridgeworth
Alabama
$331K -$233K -9,238 -41%
OWA
415
Octavia Wealth Advisors
Ohio
$330K -$1.06K -42 -0.3%
OW
416
Olistico Wealth
Oklahoma
$330K -$20.2K -800 -6%
BMCM
417
Burns Matteson Capital Management
New York
$329K +$1.87K +74 +0.6%
MGIA
418
Moneta Group Investment Advisors
Missouri
$328K -$38.5K -1,524 -10%
IAA
419
Independent Advisor Alliance
North Carolina
$326K -$28.6K -1,132 -8%
FFWA
420
FRG Family Wealth Advisors
Washington
$322K – – –
AFG
421
Altiora Financial Group
Ohio
$321K -$1.93M -76,642 -86%
PA
422
Prism Advisors
California
$321K -$72.2K -2,858 -18%
CCG
423
Coastwise Capital Group
California
$318K +$12.9K +512 +4%
FA
424
Fiducient Advisors
Illinois
$318K +$318K +12,600 New
CWS
425
Cypress Wealth Services
California
$317K +$317K +12,564 New
15 16
17
18 19