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Schwab US TIPS ETF
SCHP

Overview Fund Activity

764 hedge funds and large institutions have $15.4B invested in Schwab US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 354 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+131
Holders Change %
+20.7%
% of All Funds
11.8%
Holding in Top 10
95
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.38%
% of All Funds
1.47%
New
190
Increased
354
Reduced
143
Closed
47
Calls
$2.94M
Puts
$421K
Net Calls
+$2.52M
Net Calls Change
+$558K

Top Buyers

1
Jane Street
Jane Street
New York
+$292M
2
CSIA
Charles Schwab Investment Advisory
California
+$225M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$105M
4
FTUS
Flow Traders U.S.
New York
+$31M
5
LPL Financial
LPL Financial
California
+$27.6M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
-$988M
2
Temasek Holdings
Temasek Holdings
Singapore
-$53.2M
3
Wells Fargo
Wells Fargo
California
-$44.3M
4
Prudential Financial
Prudential Financial
New Jersey
-$40.1M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
426
Heritage Wealth Advisors
Virginia
$836K – – –
SW
427
SVB Wealth
Massachusetts
$826K -$593K -18,882 -42%
TPCW
428
TD Private Client Wealth
New York
$819K +$190K +6,030 +30%
ACM
429
Antonetti Capital Management
Florida
$807K +$67K +2,130 +9%
CWM
430
Concentric Wealth Management
California
$785K -$12.6K -400 -2%
GJIC
431
Gamble Jones Investment Counsel
California
$775K – – –
PJSIMP
432
P.J. Schmidt Investment Management (PJS)
Wisconsin
$773K +$116K +3,760 +18%
WOSD
433
WFA of San Diego
California
$765K -$84.1K -2,676 -10%
ZIG
434
Zuckerman Investment Group
Illinois
$755K +$755K +24,000 New
GCA
435
Gradient Capital Advisors
California
$747K – – –
KCPG
436
Kavar Capital Partners Group
Kansas
$747K +$60K +1,910 +9%
GWM
437
Grand Wealth Management
Michigan
$742K +$742K +23,588 New
WWM
438
Western Wealth Management
Colorado
$733K +$733K +23,372 New
PPW
439
Pinnacle Private Wealth
Massachusetts
$731K +$731K +23,248 New
RC
440
RegentAtlantic Capital
New Jersey
$727K +$389K +12,360 +115%
SWM
441
Spire Wealth Management
Virginia
$726K +$15.8K +502 +2%
JE
442
JMAC Enterprises
Pennsylvania
$726K +$726K +24,042 New
CPW
443
Catalyst Private Wealth
California
$719K +$25.1K +800 +4%
BAM
444
BTS Asset Management
Massachusetts
$716K +$140K +4,466 +24%
OIM
445
Oder Investment Management
California
$712K +$2.52K +80 +0.4%
WP
446
WealthSource Partners
California
$708K +$20.1K +638 +3%
DPIM
447
Duff & Phelps Investment Management
Illinois
$704K -$6.29K -200 -0.9%
PAS
448
Park Avenue Securities
New York
$704K +$223K +7,078 +46%
CFA
449
Cahill Financial Advisors
Minnesota
$698K +$697K +22,184 +85,323%
RFA
450
Resurgent Financial Advisors
Georgia
$695K +$695K +22,104 New
16 17
18
19 20