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Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$632M
2
QCM
2
Quadratic Capital Management
Connecticut
$721M
3
NL
3
NEPC LLC
Massachusetts
$72.1M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$266M
5
EW
5
Evoke Wealth
California
$208M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$14.7M
2
RCA
2
Reitz Capital Advisors
Michigan
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.6M
4
Ameriprise
4
Ameriprise
Minnesota
$120M
5
Wells Fargo
5
Wells Fargo
California
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$50.5M +$23.9M +945,248 +90%
EPM
27
Elm Partners Management
Pennsylvania
$46.3M +$22.4M +888,176 +94%
UBS Group
28
UBS Group
Switzerland
$45.7M -$7.61M -301,310 -14%
State Street
29
State Street
Massachusetts
$42.9M +$1.66M +65,732 +4%
AssetMark Inc
30
AssetMark Inc
California
$40.6M +$18.3M +723,614 +82%
Wells Fargo
31
Wells Fargo
California
$39.6M -$16.4M -651,410 -29%
FEG
32
Fund Evaluation Group
Ohio
$39M -$736K -29,148 -2%
LFS
33
Lutz Financial Services
Nebraska
$38.3M +$4.4M +174,342 +13%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$37.3M +$1.63M +64,556 +5%
SGAM
35
Stephens Group Asset Management
Arkansas
$37.2M +$13.2M +522,086 +55%
Temasek Holdings
36
Temasek Holdings
Singapore
$35.6M – – –
PCIA
37
Prime Capital Investment Advisors
Kansas
$32.8M +$323K +12,778 +1%
SLI
38
Sumitomo Life Insurance
Japan
$32.6M +$24.6M +947,600 +305%
CCFCSB
39
Cape Cod Five Cents Savings Bank
Massachusetts
$32.3M +$17.1M +677,750 +112%
LFA
40
LifeGuide Financial Advisors
Pennsylvania
$30.6M +$4.31M +170,788 +16%
LA
41
LVW Advisors
New York
$30.2M -$719K -28,478 -2%
BWA
42
BlueSky Wealth Advisors
North Carolina
$29.7M +$1.46M +57,928 +5%
Korea Investment Corp
43
Korea Investment Corp
South Korea
$29.3M +$29.3M +1,160,000 New
MTC
44
Matrix Trust Company
Colorado
$29.1M +$290K +11,492 +1%
AIP
45
Almanack Investment Partners
Pennsylvania
$28.9M -$14.6M -578,682 -34%
AAP
46
Arax Advisory Partners
Colorado
$27.9M +$2.21M +87,354 +9%
Creative Planning
47
Creative Planning
Kansas
$27.6M -$636K -25,196 -2%
SC
48
Savant Capital
Illinois
$27.4M -$4.22M -167,214 -13%
PFA
49
Pure Financial Advisors
California
$27.1M +$2.27M +89,800 +9%
LPL Financial
50
LPL Financial
California
$26.8M -$1.4M -55,396 -5%
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