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Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$126M
2
QCM
Quadratic Capital Management
Connecticut
+$115M
3
NL
NEPC LLC
Massachusetts
+$71.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$56.4M
5
EW
Evoke Wealth
California
+$45.1M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$38.9M
2
RCA
Reitz Capital Advisors
Michigan
-$24M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
4
Ameriprise
Ameriprise
Minnesota
-$18.4M
5
Wells Fargo
Wells Fargo
California
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
426
Glen Eagle Advisors
New Jersey
$316K -$340K -13,484 -52%
CIA
427
Capital Investment Advisors
Georgia
$315K -$7.22K -286 -2%
GVAG
428
Great Valley Advisor Group
Delaware
$309K -$55.2K -2,186 -15%
AC
429
Addison Capital
Pennsylvania
$306K +$32.5K +1,290 +12%
PWMG
430
Pinnacle Wealth Management Group
Michigan
$303K – – –
CW
431
Connectus Wealth
Ohio
$298K +$298K +11,806 New
CWM
432
Concentric Wealth Management
California
$298K -$45.4K -1,800 -13%
OFA
433
Onyx Financial Advisors
Idaho
$297K – – –
AFG
434
ABLE Financial Group
Arizona
$293K -$164K -6,492 -36%
SFS
435
Summit Financial Strategies
Ohio
$287K +$40.9K +1,620 +17%
SS
436
Sound Stewardship
Kansas
$285K +$17.3K +684 +6%
BFG
437
Berger Financial Group
Minnesota
$279K +$279K +11,064 New
PFA
438
Petra Financial Advisors
Colorado
$279K +$279K +11,050 New
PAS
439
Park Avenue Securities
New York
$278K +$278K +11,022 New
SFC
440
Strategic Financial Concepts
Texas
$276K +$276K +10,940 New
HBCM
441
Heron Bay Capital Management
Michigan
$275K – – –
IW
442
Imprint Wealth
South Carolina
$275K +$275K +10,906 New
BCMLT
443
Beacon Capital Management LLC (Tennessee)
Tennessee
$274K – – –
VCP
444
Vista Capital Partners
Oregon
$272K -$295K -11,668 -52%
PMG
445
ProVise Management Group
Florida
$272K -$79.5K -3,150 -23%
AIM
446
Alhambra Investment Management
Florida
$267K +$267K +10,580 New
LCM
447
Liberty Capital Management
Michigan
$266K – – –
GFS
448
GYL Financial Synergies
Connecticut
$259K – – –
RPA
449
Rock Point Advisors
Vermont
$257K – – –
JHCP
450
Jackson Hole Capital Partners
Oklahoma
$257K – – –
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18
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