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Schwab US TIPS ETF
SCHP

Overview Fund Activity

588 hedge funds and large institutions have $14.2B invested in Schwab US TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+48
Holders Change %
+8.89%
% of All Funds
10.27%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.13%
New
93
Increased
295
Reduced
125
Closed
39
Calls
$1.78M
Puts
$1.41M
Net Calls
+$362K
Net Calls Change
+$356K

Top Buyers

1
QCM
Quadratic Capital Management
Connecticut
+$834M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$211M
3
Citigroup
Citigroup
New York
+$82.7M
4
NC
NinePointTwo Capital
California
+$66.7M
5
Prudential Financial
Prudential Financial
New Jersey
+$40.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$670M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$172M
3
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$22.8M
4
MAM
Madison Asset Management
Wisconsin
-$22.7M
5
BPB
Badgley, Phelps & Bell
Washington
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
451
TownSquare Capital
Utah
$227K -$22.7K -722 -9%
PIFP
452
Partners in Financial Planning
Virginia
$226K +$226K +7,222 New
STB
453
S&T Bank
Pennsylvania
$224K – – –
KPWS
454
Kestra Private Wealth Services
Texas
$223K -$20.2K -648 -8%
SFS
455
Summit Financial Strategies
Ohio
$221K -$5.06K -162 -2%
BCA
456
Bay Colony Advisors
Massachusetts
$219K +$5.2K +166 +2%
WIA
457
World Investment Advisors
California
$219K +$7.44K +238 +4%
RI
458
Ridgewood Investments
New Jersey
$219K +$219K +7,000 New
FWM
459
Frontier Wealth Management
Missouri
$218K +$218K +6,976 New
CWA
460
Clearview Wealth Advisors
Oregon
$215K +$59.8K +1,908 +38%
HF
461
HRT Financial
New York
$212K +$212K +6,800 New
LFG
462
Larson Financial Group
Missouri
$210K +$7.75K +248 +4%
GWM
463
Gray Wealth Management
Maine
$209K -$22.6K -720 -10%
MAS
464
Managed Account Services
Florida
$208K – – –
IAS
465
IMA Advisory Services
Colorado
$208K +$17.3K +554 +9%
PFGIA
466
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$55.2K +1,762 +36%
TW
467
Transform Wealth
Colorado
$208K +$208K +6,646 New
AWA
468
ARS Wealth Advisors
Florida
$208K +$208K +6,660 New
SF
469
Synovus Financial
Georgia
$207K – – –
KCM
470
Kanawha Capital Management
Virginia
$205K – – –
DY
471
Dowling & Yahnke
California
$204K +$204K +6,512 New
TFA
472
Toth Financial Advisory
Virginia
$171K +$56.2K +1,800 +49%
SL
473
Savior LLC
Massachusetts
$144K +$21.7K +694 +18%
GWM
474
Geneos Wealth Management
Colorado
$137K +$3.12K +100 +2%
VCM
475
Vigilant Capital Management
Maine
$137K +$109K +3,466 +381%
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