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Schwab US TIPS ETF
SCHP

Overview Fund Activity

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K

Top Buyers

1
EW
Evoke Wealth
California
$208M
2
Morgan Stanley
Morgan Stanley
New York
$186M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$668M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$100M
5
Charles Schwab
Charles Schwab
California
$134M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.41B
2
CIAS
CFS Investment Advisory Services
New Jersey
$6.86M
3
Jane Street
Jane Street
New York
$30M
4
QCM
Quadratic Capital Management
Connecticut
$1.32B
5
FWM
Focused Wealth Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
426
Strategic Investment Advisors
Michigan
$566K +$3.91K +140 +0.7%
IWC
427
Integrated Wealth Concepts
Massachusetts
$566K +$146K +5,246 +35%
TPCW
428
TD Private Client Wealth
New York
$558K -$4.74K -170 -0.8%
HWM
429
HB Wealth Management
Georgia
$548K -$29.2K -1,046 -5%
MGIA
430
Moneta Group Investment Advisors
Missouri
$545K +$31.2K +1,118 +6%
PCMC
431
Private Capital Management (Colorado)
Colorado
$544K – – –
DWP
432
Destiny Wealth Partners
Florida
$541K -$26.7K -956 -5%
Comerica Bank
433
Comerica Bank
Texas
$531K -$908K -32,486 -63%
LNC
434
Lincoln National Corp
Pennsylvania
$527K -$99K -3,548 -16%
PPW
435
Pinnacle Private Wealth
Massachusetts
$525K +$162K +5,798 +45%
MHB
436
Midwest Heritage Bank
Iowa
$523K -$25.4K -910 -5%
IC
437
Innealta Capital
Texas
$523K +$26.3K +944 +5%
CWM
438
Cranbrook Wealth Management
Michigan
$522K +$2.35K +84 +0.5%
RF
439
Resolute Financial
Massachusetts
$515K -$46.3K -1,658 -8%
SP
440
Successful Portfolios
Florida
$514K -$5.47K -196 -1%
CPA
441
Cardiff Park Advisors
California
$508K +$10.8K +388 +2%
CAAS
442
Capital Asset Advisory Services
Michigan
$504K -$184K -6,600 -27%
SPI
443
Sutton Place Investors
New York
$495K +$194K +6,962 +65%
BTWM
444
Baker Tilly Wealth Management
Wisconsin
$487K +$166K +5,948 +52%
LA
445
LexAurum Advisors
Kansas
$480K +$170K +6,112 +55%
CCM
446
Coldstream Capital Management
Washington
$477K +$272K +9,744 +132%
KWM
447
Keebeck Wealth Management
Illinois
$472K -$98.6K -3,530 -17%
TI
448
Truepoint Inc
Ohio
$467K +$467K +16,724 New
AL
449
ADE LLC
Maryland
$465K – – –
GCA
450
Genesee Capital Advisors
New York
$464K -$1.28K -46 -0.3%
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