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Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$257M
2
LGWM
Litman Gregory Wealth Management
California
$53.6M
3
Temasek Holdings
Temasek Holdings
Singapore
$37M
4
PCIA
Prime Capital Investment Advisors
Kansas
$33.8M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$526M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$353M
2
SWG
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
Jane Street
New York
$0
4
GP
Greenline Partners
New York
$0
5
CSIA
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
426
Burns Matteson Capital Management
New York
$339K -$1.84K -70 -0.5%
HR
427
Hardy Reed
Mississippi
$336K -$52.4K -2,000 -14%
PD
428
Planning Directions
Pennsylvania
$335K -$187K -7,124 -36%
CIA
429
Capital Investment Advisors
Georgia
$335K -$51.5K -1,966 -13%
FFWA
430
FRG Family Wealth Advisors
Washington
$334K -$94.4K -3,600 -22%
FSG
431
Financial Strategies Group
Michigan
$332K -$5.56K -212 -2%
PFO
432
Pathstone Family Office
New Jersey
$328K -$26.2K -1,000 -7%
IAA
433
Ironsides Asset Advisors
North Carolina
$325K – – –
CA
434
Callahan Advisors
Texas
$322K +$2.57K +98 +0.8%
CCG
435
Coastwise Capital Group
California
$317K +$2.2K +84 +0.7%
PWMG
436
Pinnacle Wealth Management Group
Michigan
$315K -$8.65K -330 -3%
WT
437
Whittier Trust
California
$312K – – –
HGWM
438
Horst & Graben Wealth Management
Oregon
$310K -$210 -8 -0.1%
OFA
439
Onyx Financial Advisors
Idaho
$309K – – –
NW
440
NewEdge Wealth
Pennsylvania
$296K +$15.3K +584 +5%
SIC
441
Samalin Investment Counsel
New York
$295K +$295K +11,246 New
Lido Advisors
442
Lido Advisors
California
$294K +$294K +11,222 New
ACA
443
Atlas Capital Advisors
Wyoming
$287K -$4.14K -158 -1%
HBCM
444
Heron Bay Capital Management
Michigan
$286K – – –
PFGIA
445
Patriot Financial Group Insurance Agency
Massachusetts
$285K -$10.8K -412 -4%
AC
446
Addison Capital
Pennsylvania
$284K -$111K -4,252 -28%
SS
447
Sound Stewardship
Kansas
$279K -$17.9K -684 -6%
BBWP
448
Beacon Bridge Wealth Partners
Pennsylvania
$276K +$1.89K +72 +0.7%
LCM
449
Liberty Capital Management
Michigan
$276K – – –
NL
450
NEPC LLC
Massachusetts
$275K – – –
16 17
18
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