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Schwab US TIPS ETF
SCHP

Overview Fund Activity

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M

Top Buyers

1
JRP
1
Jasper Ridge Partners
California
$132M
2
Cerity Partners
2
Cerity Partners
New York
$164M
3
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$103M
4
Morgan Stanley
4
Morgan Stanley
New York
$160M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$65.3M

Top Sellers

1
EW
1
Evoke Wealth
California
$477K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$262M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$17.7M
4
Franklin Resources
4
Franklin Resources
California
$225M
5
NC
5
NinePointTwo Capital
California
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
26
NinePointTwo Capital
California
$59.4M -$30.7M -1,175,498 -34%
State Street
27
State Street
Massachusetts
$58.6M +$14.2M +543,442 +32%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$52.4M +$203K +7,762 +0.4%
LGWM
29
Litman Gregory Wealth Management
California
$50.6M -$2.24M -85,956 -4%
Bank of America
30
Bank of America
North Carolina
$47.2M -$14.3M -547,782 -23%
LFS
31
Lutz Financial Services
Nebraska
$43.1M +$3.42M +130,960 +9%
PCIA
32
Prime Capital Investment Advisors
Kansas
$40.8M +$6.82M +261,400 +20%
FEG
33
Fund Evaluation Group
Ohio
$40.3M – – –
Wells Fargo
34
Wells Fargo
California
$39.9M -$1.09M -41,748 -3%
SGAM
35
Stephens Group Asset Management
Arkansas
$38.6M +$102K +3,916 +0.3%
Temasek Holdings
36
Temasek Holdings
Singapore
$36.8M – – –
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$34.6M -$4.01M -153,586 -10%
LFA
38
LifeGuide Financial Advisors
Pennsylvania
$31.5M -$162K -6,188 -0.5%
BWA
39
BlueSky Wealth Advisors
North Carolina
$31.4M +$662K +25,368 +2%
PFA
40
Pure Financial Advisors
California
$30.9M +$2.88M +110,408 +10%
Korea Investment Corp
41
Korea Investment Corp
South Korea
$30.3M – – –
FSC
42
Full Sail Capital
Oklahoma
$29.2M +$28.6M +1,095,760 +4,899%
AAP
43
Arax Advisory Partners
Colorado
$28.8M -$13.4K -514 -0%
MIS
44
Morningstar Investment Services
Illinois
$28.4M +$13M +497,818 +85%
MTC
45
Matrix Trust Company
Colorado
$28.3M -$1.83M -69,944 -6%
LPL Financial
46
LPL Financial
California
$28M +$232K +8,882 +0.8%
SC
47
Savant Capital
Illinois
$26.2M -$2.17M -83,264 -8%
Creative Planning
48
Creative Planning
Kansas
$25.4M -$3.05M -116,992 -11%
FAG
49
Financial Architects (Georgia)
Georgia
$25.2M +$25.2M +964,416 New
Citigroup
50
Citigroup
New York
$24.1M -$2.06M -78,812 -8%
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