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Schwab US TIPS ETF
SCHP

Overview Fund Activity

750 hedge funds and large institutions have $14.7B invested in Schwab US TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 312 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-14
Holders Change %
-1.83%
% of All Funds
11.87%
Holding in Top 10
80
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.79%
% of All Funds
1.27%
New
99
Increased
312
Reduced
258
Closed
103
Calls
$6.02M
Puts
$1.91M
Net Calls
+$4.11M
Net Calls Change
+$1.58M

Top Buyers

1
PCA
Personal Capital Advisors
California
+$390M
2
Temasek Holdings
Temasek Holdings
Singapore
+$378M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$61.1M
4
SL
Systelligence LLC
Minnesota
+$34.7M
5
LGWM
Litman Gregory Wealth Management
California
+$34.1M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
-$464M
2
Jane Street
Jane Street
New York
-$157M
3
Citigroup
Citigroup
New York
-$55.1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$55M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$52.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
426
SJS Investment Consulting
Ohio
$692K +$118K +3,890 +21%
WWM
427
WT Wealth Management
Arizona
$684K +$179K +5,904 +35%
WIA
428
World Investment Advisors
California
$681K -$9.66K -318 -1%
LNC
429
Lincoln National Corp
Pennsylvania
$681K +$204K +6,718 +43%
DPIM
430
Duff & Phelps Investment Management
Illinois
$680K – – –
FAIM
431
Financial Advocates Investment Management
Washington
$680K +$129K +4,258 +23%
FHB
432
First Hawaiian Bank
Hawaii
$678K -$954K -31,420 -58%
GWM
433
GSB Wealth Management
Connecticut
$677K -$206K -6,802 -23%
EWA
434
EP Wealth Advisors
California
$677K +$276K +9,074 +69%
GM
435
GeoWealth Management
Illinois
$676K +$190K +6,274 +39%
AWM
436
Aprio Wealth Management
Georgia
$668K +$277K +9,122 +71%
WP
437
WealthSource Partners
California
$667K -$16.2K -532 -2%
RFA
438
Resurgent Financial Advisors
Georgia
$665K -$5.83K -192 -0.9%
SW
439
SVB Wealth
Massachusetts
$662K -$135K -4,450 -17%
SC
440
Shearwater Capital
Colorado
$658K -$23.2K -30 -3%
BCI
441
Brinker Capital Investments
Pennsylvania
$650K -$186K -6,134 -22%
TFA
442
Teamwork Financial Advisors
Texas
$647K -$286K -9,428 -31%
AAS
443
Ameritas Advisory Services
Nebraska
$632K +$139K +4,572 +28%
IP
444
Intellectus Partners
California
$629K – – –
HWM
445
HB Wealth Management
Georgia
$628K +$188K +6,188 +43%
WWP
446
WR Wealth Planners
Missouri
$626K +$626K +20,634 New
TIM
447
Tortoise Investment Management
New York
$621K -$10K -330 -2%
KWM
448
Keebeck Wealth Management
Illinois
$620K +$620K +20,430 New
CPP
449
Capasso Planning Partners
South Carolina
$618K – – –
DWP
450
Destiny Wealth Partners
Florida
$617K -$17K -560 -3%
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18
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