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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 %
CW
451
CIC Wealth
Maryland
$255K – – –
VM
452
VPR Management
Texas
$252K – – –
MWM
453
Meridian Wealth Management
Kentucky
$248K -$751K -29,770 -75%
TWP
454
Tempus Wealth Planning
California
$244K -$19.2K -760 -7%
ACA
455
Atlas Capital Advisors
Wyoming
$237K -$38.9K -1,540 -14%
HL
456
HeadInvest LLC
Maine
$232K – – –
BBWP
457
Beacon Bridge Wealth Partners
Pennsylvania
$230K -$36.4K -1,440 -14%
EWA
458
EverSource Wealth Advisors
Alabama
$229K -$4.04K -160 -2%
FHA
459
Flagship Harbor Advisors
Massachusetts
$228K +$555 +22 +0.2%
JE
460
JMAC Enterprises
Pennsylvania
$228K -$12.4K -492 -5%
UB
461
UMB Bank
Missouri
$227K – – –
WT
462
Whittier Trust
California
$226K -$73.8K -2,924 -25%
WP
463
WealthSource Partners
California
$219K +$2.32K +92 +1%
HGWM
464
Horst & Graben Wealth Management
Oregon
$216K -$83K -3,288 -28%
CA
465
CoreCap Advisors
Michigan
$215K -$122K -4,836 -36%
CPRC
466
Consolidated Portfolio Review Corp
New York
$205K -$10.5K -414 -5%
CFP
467
Cypress Financial Planning
New Jersey
$204K -$308K -12,200 -60%
FCI
468
Financial Counselors Inc
Kansas
$203K +$203K +8,056 New
PGFC
469
Peapack-Gladstone Financial Corp
New Jersey
$203K -$14.1K -560 -6%
BCM
470
Blume Capital Management
California
$202K +$151K +6,000 +300%
WJWM
471
Williams Jones Wealth Management
New York
$201K +$201K +7,956 New
C
472
Covestor
United Kingdom
$196K +$5.87K +232 +3%
FFA
473
Farther Finance Advisors
California
$190K +$4.65K +184 +3%
BCWM
474
Bartlett & Co Wealth Management
Ohio
$189K +$8.58K +340 +5%
BC
475
Bartlett & Co
Ohio
$189K +$8.58K +340 +5%
17 18
19
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