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Schwab US TIPS ETF
SCHP

651 hedge funds and large institutions have $7.48B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $3.55M | Put options by funds: $1.61M

10.12% more ownership

Funds ownership: 120% → 130.12% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 55 → 55 (0)

0% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 77

1% less funds holding

Funds holding: 658 → 651 (-7)

7% less capital invested

Capital invested by funds: $8.05B → $7.48B (-$568M)

16% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 263

Holders
651
Holders Change
-7
Holders Change %
-1.06%
% of All Funds
10.22%
Holding in Top 10
55
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.86%
New
77
Increased
221
Reduced
263
Closed
77
Calls
$3.55M
Puts
$1.61M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$260M
2
LGWM
Litman Gregory Wealth Management
California
+$54.2M
3
Temasek Holdings
Temasek Holdings
Singapore
+$37.4M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$33.9M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$26.1M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$710M
2
SWG
Summit Wealth Group
Vermont
-$283M
3
Jane Street
Jane Street
New York
-$54.2M
4
GP
Greenline Partners
New York
-$47.9M
5
CSIA
Charles Schwab Investment Advisory
California
-$34.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
26
Litman Gregory Wealth Management
California
$53.6M +$54.2M +2,045,584 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$50.3M +$1.09M +40,940 +2%
AIP
28
Almanack Investment Partners
Pennsylvania
$45.1M +$66.8K +2,520 +0.1%
State Street
29
State Street
Massachusetts
$42.9M +$13.2M +499,548 +44%
FEG
30
Fund Evaluation Group
Ohio
$41.2M +$80.6K +3,040 +0.2%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$37M -$8.15M -307,324 -18%
Temasek Holdings
32
Temasek Holdings
Singapore
$37M +$37.4M +1,410,000 New
LFS
33
Lutz Financial Services
Nebraska
$35.3M +$1.96M +74,068 +6%
PCIA
34
Prime Capital Investment Advisors
Kansas
$33.8M +$33.9M +1,278,190 +12,453%
SC
35
Savant Capital
Illinois
$32.8M +$1.38M +52,120 +4%
LA
36
LVW Advisors
New York
$32.2M +$1.62M +61,228 +5%
Principal Financial Group
37
Principal Financial Group
Iowa
$30.6M -$983K -37,088 -3%
MTC
38
Matrix Trust Company
Colorado
$29.9M -$753K -28,394 -2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$29.8M +$24.5M +923,424 +435%
BWA
40
BlueSky Wealth Advisors
North Carolina
$29.3M +$1.13M +42,656 +4%
LPL Financial
41
LPL Financial
California
$29.3M -$1.53M -57,806 -5%
Creative Planning
42
Creative Planning
Kansas
$29.3M -$2.19M -82,618 -7%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$27.7M +$2.19M +82,570 +8%
LFA
44
LifeGuide Financial Advisors
Pennsylvania
$27.3M +$2.48M +93,402 +10%
AAP
45
Arax Advisory Partners
Colorado
$26.7M +$581K +21,928 +2%
PFA
46
Pure Financial Advisors
California
$25.8M +$806K +30,398 +3%
Citigroup
47
Citigroup
New York
$25.7M -$1.07M -40,486 -4%
SGAM
48
Stephens Group Asset Management
Arkansas
$25M -$919K -34,664 -4%
EPM
49
Elm Partners Management
Pennsylvania
$24.8M -$24.2M -913,150 -49%
RCA
50
Reitz Capital Advisors
Michigan
$24M +$13.5M +509,632 +335%
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SCHP Hedge Fund Activity: Q2 2023 in Review

651 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2023, worth a combined $7.48B — down 7.1% from $8.05B a quarter earlier.

Fund positioning in SCHP was balanced in Q2 2023: 77 funds opened new positions, 77 closed out, 221 added to existing stakes and 263 trimmed.

The largest buyer was SEI Investments, adding an estimated $260M. The largest seller was JP Morgan Chase, cutting an estimated $710M.

  • 651 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2023, down from 658 in Q1 2023.
  • Funds reported $7.48B of Schwab US TIPS ETF stock for Q2 2023, down 7.1% quarter-over-quarter.
  • 77 funds opened new Schwab US TIPS ETF positions in Q2 2023 and 77 closed out, a net change of 0 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2023 was SEI Investments, an estimated $260M added.
  • The largest Schwab US TIPS ETF seller in Q2 2023 was JP Morgan Chase, an estimated $710M sold.

Based on aggregated 13F filings for Q2 2023.