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Schwab US TIPS ETF
SCHP

Overview Fund Activity

750 hedge funds and large institutions have $14.7B invested in Schwab US TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 312 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-14
Holders Change %
-1.83%
% of All Funds
11.87%
Holding in Top 10
80
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.79%
% of All Funds
1.27%
New
99
Increased
312
Reduced
258
Closed
103
Calls
$6.02M
Puts
$1.91M
Net Calls
+$4.11M
Net Calls Change
+$1.58M

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$395M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$556M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$61.1M
4
SL
4
Systelligence LLC
Minnesota
$34.7M
5
LGWM
5
Litman Gregory Wealth Management
California
$45.7M

Top Sellers

1
QCM
1
Quadratic Capital Management
Connecticut
$1.5B
2
Jane Street
2
Jane Street
New York
$142M
3
Citigroup
3
Citigroup
New York
$31M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$20.5M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
26
Lutz Financial Services
Nebraska
$50.1M +$1.7M +56,072 +4%
UBV
27
United Bank (Virginia)
Virginia
$50M +$1.96M +64,490 +4%
FEG
28
Fund Evaluation Group
Ohio
$48.9M +$142K +4,680 +0.3%
CTC
29
Central Trust Company
Missouri
$45.9M +$4.07M +134,030 +10%
LGWM
30
Litman Gregory Wealth Management
California
$45.7M +$34.1M +1,121,928 +293%
SFPM
31
Sensible Financial Planning & Management
Massachusetts
$44.1M +$29.4M +967,114 +200%
LA
32
LVW Advisors
New York
$43.6M -$3.44M -113,256 -7%
WFS
33
Walker Financial Services
Kentucky
$41.7M +$41.7M +1,374,360 New
AA
34
Advisory Alpha
Michigan
$41.4M -$14.5M -477,096 -26%
MIS
35
Morningstar Investment Services
Illinois
$40.7M -$29.2M -958,188 -42%
FWM
36
Focused Wealth Management
New York
$40.5M +$2.49M +82,008 +7%
BWA
37
BlueSky Wealth Advisors
North Carolina
$38M -$1.25M -41,114 -3%
Creative Planning
38
Creative Planning
Kansas
$36.5M +$927K +30,532 +3%
Wealthfront Advisers
39
Wealthfront Advisers
California
$36.2M -$1.09M -36,002 -3%
SL
40
Systelligence LLC
Minnesota
$34.7M +$34.7M +1,142,970 New
Bank of New York Mellon
41
Bank of New York Mellon
New York
$32.9M +$20.3M +667,312 +161%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$32.5M +$104K +3,430 +0.3%
Allspring Global Investments
43
Allspring Global Investments
North Carolina
$31.9M -$22.5M -740,000 -41%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$31.9M +$4.43M +145,972 +16%
MTC
45
Matrix Trust Company
Colorado
$31.6M +$15M +493,124 +90%
Citigroup
46
Citigroup
New York
$31M -$55.1M -1,815,870 -64%
Morgan Stanley
47
Morgan Stanley
New York
$30.1M -$11.7M -386,282 -28%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.9M -$153K -5,024 -0.5%
WCWM
49
Wooster Corthell Wealth Management
Connecticut
$29M +$753K +24,816 +3%
BPA
50
Beacon Pointe Advisors
California
$28.7M -$41.4M -1,364,600 -59%
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