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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
1
Quadratic Capital Management
Connecticut
$3.08B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$533M
3
Citigroup
3
Citigroup
New York
$83.7M
4
NC
4
NinePointTwo Capital
California
$107M
5
Prudential Financial
5
Prudential Financial
New Jersey
$40.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.67B
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$221M
3
BOPW
3
Brandywine Oak Private Wealth
Pennsylvania
$19.3M
4
MAM
4
Madison Asset Management
Wisconsin
$7.54M
5
BPB
5
Badgley, Phelps & Bell
Washington
$570K
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$49.3M +$33.8M +1,081,300 +218%
UBV
27
United Bank (Virginia)
Virginia
$45.1M +$18.8M +602,298 +72%
LFS
28
Lutz Financial Services
Nebraska
$44.4M +$3.96M +126,856 +10%
LA
29
LVW Advisors
New York
$43.4M +$725K +23,212 +2%
AA
30
Advisory Alpha
Michigan
$42.4M +$7.39M +236,372 +21%
Prudential Financial
31
Prudential Financial
New Jersey
$40.2M +$40.2M +1,285,254 New
Osaic Holdings
32
Osaic Holdings
Arizona
$37.8M +$8.99M +287,394 +31%
BWA
33
BlueSky Wealth Advisors
North Carolina
$36.2M +$3.08M +98,374 +9%
FWM
34
Focused Wealth Management
New York
$35.7M +$1.4M +44,848 +4%
AssetMark Inc
35
AssetMark Inc
California
$33.2M -$15.8M -505,936 -32%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.9M +$11M +351,856 +53%
LPL Financial
37
LPL Financial
California
$31.5M +$4.65M +148,718 +17%
FM
38
Foster & Motley
Ohio
$30.1M +$1.7M +54,272 +6%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$30M +$2.59M +82,740 +9%
Creative Planning
40
Creative Planning
Kansas
$29M +$182K +5,810 +0.6%
WCWM
41
Wooster Corthell Wealth Management
Connecticut
$27.4M +$1.99M +63,828 +8%
AHC
42
Anderson Hoagland & Co
Missouri
$25.7M +$10.6M +339,414 +70%
FTUS
43
Flow Traders U.S.
New York
$25.3M +$25.3M +808,972 New
HI
44
Harbour Investments
Wisconsin
$25.3M +$23.4M +748,540 +1,251%
Wealthfront Advisers
45
Wealthfront Advisers
California
$24.8M +$2.43M +77,614 +11%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$24.2M +$6.15M +196,674 +34%
Renaissance Technologies
47
Renaissance Technologies
New York
$23.8M +$18.9M +605,400 +386%
GC
48
Gilbert & Cook
Iowa
$23M +$756K +24,184 +3%
QAM
49
QCI Asset Management
New York
$22.8M +$326K +10,442 +1%
MIM
50
Morningstar Investment Management
Illinois
$22.6M +$119K +3,802 +0.5%
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