SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K

Top Buyers

1
EW
1
Evoke Wealth
California
$208M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$668M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$100M
5
Charles Schwab
5
Charles Schwab
California
$134M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.41B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$6.86M
3
Jane Street
3
Jane Street
New York
$30M
4
QCM
4
Quadratic Capital Management
Connecticut
$1.32B
5
FWM
5
Focused Wealth Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$54.8M -$5.1M -182,812 -9%
LGWM
27
Litman Gregory Wealth Management
California
$48.4M +$6.45M +231,038 +15%
Allianz Asset Management
28
Allianz Asset Management
Germany
$47.6M – – –
CTC
29
Central Trust Company
Missouri
$47.5M +$5.36M +192,028 +13%
Osaic Holdings
30
Osaic Holdings
Arizona
$47.1M -$5.35M -191,446 -10%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$47M +$41M +1,471,110 +693%
UBV
32
United Bank (Virginia)
Virginia
$46.5M +$530K +18,988 +1%
FEG
33
Fund Evaluation Group
Ohio
$44.6M -$320K -11,480 -0.7%
LA
34
LVW Advisors
New York
$38.8M -$1.3M -46,608 -3%
WFS
35
Walker Financial Services
Kentucky
$37.2M -$1.16M -41,454 -3%
LFS
36
Lutz Financial Services
Nebraska
$36.7M -$9.28M -332,462 -20%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$34.3M +$4.06M +145,566 +13%
Creative Planning
38
Creative Planning
Kansas
$34.1M +$581K +20,810 +2%
Wealthfront Advisers
39
Wealthfront Advisers
California
$34.1M +$784K +28,112 +2%
MTC
40
Matrix Trust Company
Colorado
$30.7M +$1.63M +58,588 +6%
Jane Street
41
Jane Street
New York
$30M -$101M -3,604,060 -77%
Citigroup
42
Citigroup
New York
$29.8M +$1.3M +46,530 +5%
Allspring Global Investments
43
Allspring Global Investments
North Carolina
$29.4M – – –
BWA
44
BlueSky Wealth Advisors
North Carolina
$29.3M -$5.67M -203,352 -16%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$28M -$1.9M -67,922 -6%
LFA
46
LifeGuide Financial Advisors
Pennsylvania
$25.7M +$11.6M +414,520 +82%
AA
47
Advisory Alpha
Michigan
$24.9M -$13.1M -470,462 -35%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$24.8M +$1.53M +54,694 +7%
SGAM
49
Stephens Group Asset Management
Arkansas
$24M -$565K -20,124 -2%
GC
50
Gilbert & Cook
Iowa
$23.7M -$255K -9,140 -1%
1
2
3 4 5