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Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Cerity Partners
2
Cerity Partners
New York
$151M
3
Morgan Stanley
3
Morgan Stanley
New York
$85.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$227M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$46.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
QCM
3
Quadratic Capital Management
Connecticut
$629M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$50.3M 1,877,824 -152,404 -8%
EPM
27
Elm Partners Management
Pennsylvania
$49.8M 1,858,836 +1,569,450 +542%
GP
28
Greenline Partners
New York
$47.9M 1,787,290 +658,706 +58%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$46.1M 1,720,170 -79,558 -4%
AIP
30
Almanack Investment Partners
Pennsylvania
$46.1M 1,719,148 +1,709,428 +17,587%
FEG
31
Fund Evaluation Group
Ohio
$42.1M 1,570,438 – –
LFS
32
Lutz Financial Services
Nebraska
$34.1M 1,270,676 +81,466 +7%
Principal Financial Group
33
Principal Financial Group
Iowa
$32.3M 1,204,638 +428,650 +55%
SC
34
Savant Capital
Illinois
$32.2M 1,200,776 +204,060 +20%
Creative Planning
35
Creative Planning
Kansas
$32.2M 1,199,528 +70,674 +6%
LPL Financial
36
LPL Financial
California
$31.5M 1,176,116 -168,354 -13%
MTC
37
Matrix Trust Company
Colorado
$31.4M 1,170,596 -5,270 -0.4%
LA
38
LVW Advisors
New York
$31.2M 1,165,208 +6,576 +0.6%
State Street
39
State Street
Massachusetts
$30.4M 1,135,222 +93,162 +9%
BWA
40
BlueSky Wealth Advisors
North Carolina
$28.9M 1,076,702 +26,130 +2%
Osaic Holdings
41
Osaic Holdings
Arizona
$27.7M 1,034,486 -397,356 -28%
Citigroup
42
Citigroup
New York
$27.4M 1,021,700 -44,610 -4%
AAP
43
Arax Advisory Partners
Colorado
$26.7M 996,462 +30,824 +3%
SGAM
44
Stephens Group Asset Management
Arkansas
$26.4M 986,720 +108,208 +12%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$26.1M 972,848 -146,340 -13%
SA
46
Scarborough Advisors
Maryland
$25.6M 956,224 -34,364 -3%
PFA
47
Pure Financial Advisors
California
$25.6M 954,968 +46,474 +5%
LFA
48
LifeGuide Financial Advisors
Pennsylvania
$25.4M 948,306 +39,532 +4%
EF
49
Empowered Funds
Pennsylvania
$24.8M 924,694 +924,694 New
AssetMark Inc
50
AssetMark Inc
California
$24.1M 897,798 +2,816 +0.3%
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