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Schwab US TIPS ETF
SCHP

Overview Fund Activity

588 hedge funds and large institutions have $14.2B invested in Schwab US TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+48
Holders Change %
+8.89%
% of All Funds
10.27%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.13%
New
93
Increased
295
Reduced
125
Closed
39
Calls
$1.78M
Puts
$1.41M
Net Calls
+$362K
Net Calls Change
+$356K

Top Buyers

1
QCM
Quadratic Capital Management
Connecticut
+$834M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$211M
3
Citigroup
Citigroup
New York
+$82.7M
4
NC
NinePointTwo Capital
California
+$66.7M
5
Prudential Financial
Prudential Financial
New Jersey
+$40.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$670M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$172M
3
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$22.8M
4
MAM
Madison Asset Management
Wisconsin
-$22.7M
5
BPB
Badgley, Phelps & Bell
Washington
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
426
Birchcreek Wealth Management
Ohio
$284K -$65.8K -2,108 -19%
OPA
427
Old Port Advisors
Maine
$279K – – –
MG
428
Mather Group
Illinois
$279K +$279K +8,932 New
Invesco
429
Invesco
Georgia
$277K -$2.06K -66 -0.7%
PAS
430
Park Avenue Securities
New York
$275K -$238K -7,598 -46%
TFA
431
Teamwork Financial Advisors
Texas
$273K +$273K +8,728 New
WP
432
WealthSource Partners
California
$270K +$15K +478 +6%
BFG
433
Berger Financial Group
Minnesota
$269K -$7.62K -244 -3%
PFBT
434
Parkside Financial Bank & Trust
Missouri
$268K +$20.1K +644 +8%
FMC
435
First Merchants Corp
Indiana
$263K – – –
GW
436
GW & Wade
Massachusetts
$261K -$163K -5,198 -38%
HI
437
Human Investing
Oregon
$261K – – –
CBFP
438
Cedar Brook Financial Partners
Ohio
$260K +$260K +8,322 New
IAP
439
Indie Asset Partners
Indiana
$259K +$259K +8,300 New
RC
440
RegentAtlantic Capital
New Jersey
$257K +$257K +8,210 New
LA
441
Latitude Advisors
Florida
$251K +$9.42K +302 +4%
PP
442
Patron Partners
Texas
$244K +$244K +7,810 New
HGWM
443
Horst & Graben Wealth Management
Oregon
$239K +$239K +7,658 New
DP
444
DDD Partners
Washington
$236K -$4.4M -140,836 -95%
BWP
445
BSW Wealth Partners
Colorado
$233K +$233K +7,442 New
C1AG
446
Client 1st Advisory Group
Florida
$233K +$233K +7,462 New
KF
447
Krilogy Financial
Missouri
$232K -$126K -4,018 -35%
CFS
448
CRA Financial Services
New Jersey
$231K -$11.3K -362 -5%
HCM
449
Hutchinson Capital Management
California
$230K – – –
CWA
450
Cornerstone Wealth Advisors
Minnesota
$227K -$148K -4,750 -39%
16 17
18
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