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Schwab US TIPS ETF
SCHP

Overview Fund Activity

693 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 306 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-20
Holders Change %
-2.81%
% of All Funds
11.98%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.16%
New
70
Increased
230
Reduced
306
Closed
83
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$216M
2
Jane Street
2
Jane Street
New York
$131M
3
CSIA
3
Charles Schwab Investment Advisory
California
$2.34B
4
PCA
4
Personal Capital Advisors
California
$403M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$36.9M

Top Sellers

1
QCM
1
Quadratic Capital Management
Connecticut
$958M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$345M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.2M
4
CW
4
Connectus Wealth
Ohio
$8.66M
5
UBS Group
5
UBS Group
Switzerland
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
26
Litman Gregory Wealth Management
California
$48.1M +$3.09M +119,180 +7%
Allianz Asset Management
27
Allianz Asset Management
Germany
$44.2M – – –
CTC
28
Central Trust Company
Missouri
$44.1M -$30.6K -1,180 -0.1%
UBV
29
United Bank (Virginia)
Virginia
$42.3M -$874K -33,764 -2%
FEG
30
Fund Evaluation Group
Ohio
$41.4M – – –
LPL Financial
31
LPL Financial
California
$38.1M -$22.1M -852,988 -37%
Osaic Holdings
32
Osaic Holdings
Arizona
$37.1M -$6.58M -254,086 -15%
Principal Financial Group
33
Principal Financial Group
Iowa
$36.9M +$36.9M +1,425,500 New
LFS
34
Lutz Financial Services
Nebraska
$35.5M +$1.39M +53,608 +4%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$35.4M -$8.15M -314,802 -19%
LA
36
LVW Advisors
New York
$32.2M -$3.77M -145,566 -10%
Cerity Partners
37
Cerity Partners
New York
$31.4M +$13M +503,056 +71%
MTC
38
Matrix Trust Company
Colorado
$30.9M +$2.35M +90,678 +8%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$28.8M -$3.04M -117,250 -10%
AssetMark Inc
40
AssetMark Inc
California
$28M -$22.8M -881,084 -45%
Citigroup
41
Citigroup
New York
$27.7M +$23.8K +920 +0.1%
Creative Planning
42
Creative Planning
Kansas
$27.4M -$4.22M -162,892 -13%
Morgan Stanley
43
Morgan Stanley
New York
$27.2M -$146M -5,617,810 -84%
SA
44
Scarborough Advisors
Maryland
$26.8M +$4.91M +189,654 +22%
BWA
45
BlueSky Wealth Advisors
North Carolina
$26.8M -$404K -15,606 -1%
AWM
46
AE Wealth Management
Kansas
$24.5M +$5.76M +222,260 +31%
LFA
47
LifeGuide Financial Advisors
Pennsylvania
$24.5M +$648K +25,008 +3%
State Street
48
State Street
Massachusetts
$23.8M +$4.07M +157,280 +21%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$23M -$32.6K -1,260 -0.1%
SGAM
50
Stephens Group Asset Management
Arkansas
$23M +$933K +36,034 +4%
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