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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 %
BCMLT
451
Beacon Capital Management LLC (Tennessee)
Tennessee
$274K -$735K -28,020 -73%
TWP
452
Tempus Wealth Planning
California
$274K +$2.2K +84 +0.8%
GFS
453
GYL Financial Synergies
Connecticut
$269K +$269K +10,264 New
RPA
454
Rock Point Advisors
Vermont
$267K – – –
JHCP
455
Jackson Hole Capital Partners
Oklahoma
$267K +$10.2K +390 +4%
CW
456
CIC Wealth
Maryland
$265K – – –
AWM
457
Accurate Wealth Management
Florida
$264K +$264K +10,114 New
VM
458
VPR Management
Texas
$262K – – –
Brown Advisory
459
Brown Advisory
Maryland
$260K -$2.2K -84 -0.8%
LFG
460
Larson Financial Group
Missouri
$258K -$9.65K -368 -4%
SFS
461
Summit Financial Strategies
Ohio
$255K +$25.3K +964 +11%
DADC
462
D.A. Davidson & Co
Montana
$252K -$22K -838 -8%
JE
463
JMAC Enterprises
Pennsylvania
$249K -$89.8K -3,426 -26%
CWA
464
Clearview Wealth Advisors
Oregon
$249K -$7.71K -294 -3%
IWN
465
Independent Wealth Network
Iowa
$243K -$12.7K -486 -5%
EWA
466
EverSource Wealth Advisors
Alabama
$242K -$891 -34 -0.4%
GWM
467
GSB Wealth Management
Connecticut
$240K -$18.6K -710 -7%
CHA
468
Carmichael Hill & Associates
Maryland
$240K -$358K -13,658 -60%
HL
469
HeadInvest LLC
Maine
$239K – – –
FHA
470
Flagship Harbor Advisors
Massachusetts
$236K +$1.78K +68 +0.8%
UB
471
UMB Bank
Missouri
$235K +$9.96K +380 +4%
LB
472
Leo Brokerage
Texas
$235K -$45.6K -1,740 -16%
WMWM
473
Whitaker-Myers Wealth Managers
Ohio
$230K -$1.42K -54 -0.6%
DPI
474
Diversified Portfolios Inc
Michigan
$229K -$315K -12,000 -58%
FMC
475
First Merchants Corp
Indiana
$229K – – –
17 18
19
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