SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$257M
2
LGWM
2
Litman Gregory Wealth Management
California
$53.6M
3
Temasek Holdings
3
Temasek Holdings
Singapore
$37M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$33.8M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$526M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$353M
2
SWG
2
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
3
Jane Street
New York
$0
4
GP
4
Greenline Partners
New York
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
26
Litman Gregory Wealth Management
California
$53.6M +$53.6M +2,045,584 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$50.3M +$1.07M +40,940 +2%
AIP
28
Almanack Investment Partners
Pennsylvania
$45.1M +$66.1K +2,520 +0.1%
State Street
29
State Street
Massachusetts
$42.9M +$13.1M +499,548 +44%
FEG
30
Fund Evaluation Group
Ohio
$41.2M +$79.7K +3,040 +0.2%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$37M -$8.06M -307,324 -18%
Temasek Holdings
32
Temasek Holdings
Singapore
$37M +$37M +1,410,000 New
LFS
33
Lutz Financial Services
Nebraska
$35.3M +$1.94M +74,068 +6%
PCIA
34
Prime Capital Investment Advisors
Kansas
$33.8M +$33.5M +1,278,190 +12,453%
SC
35
Savant Capital
Illinois
$32.8M +$1.37M +52,120 +4%
LA
36
LVW Advisors
New York
$32.2M +$1.61M +61,228 +5%
Principal Financial Group
37
Principal Financial Group
Iowa
$30.6M -$972K -37,088 -3%
MTC
38
Matrix Trust Company
Colorado
$29.9M -$744K -28,394 -2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$29.8M +$24.2M +923,424 +435%
BWA
40
BlueSky Wealth Advisors
North Carolina
$29.3M +$1.12M +42,656 +4%
LPL Financial
41
LPL Financial
California
$29.3M -$1.52M -57,806 -5%
Creative Planning
42
Creative Planning
Kansas
$29.3M -$2.17M -82,618 -7%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$27.7M +$2.16M +82,570 +8%
LFA
44
LifeGuide Financial Advisors
Pennsylvania
$27.3M +$2.45M +93,402 +10%
AAP
45
Arax Advisory Partners
Colorado
$26.7M +$575K +21,928 +2%
PFA
46
Pure Financial Advisors
California
$25.8M +$797K +30,398 +3%
Citigroup
47
Citigroup
New York
$25.7M -$1.06M -40,486 -4%
SGAM
48
Stephens Group Asset Management
Arkansas
$25M -$909K -34,664 -4%
EPM
49
Elm Partners Management
Pennsylvania
$24.8M -$23.9M -913,150 -49%
RCA
50
Reitz Capital Advisors
Michigan
$24M +$18.5M +509,632 +335%
1
2
3 4 5