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Schwab US TIPS ETF
SCHP

Overview Fund Activity

633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+45
Holders Change %
+7.65%
% of All Funds
11.12%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.3%
New
85
Increased
325
Reduced
135
Closed
29
Calls
$2.61M
Puts
$645K
Net Calls
+$1.96M
Net Calls Change
+$1.6M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.91B
2
Temasek Holdings
Temasek Holdings
Singapore
$237M
3
Ameriprise
Ameriprise
Minnesota
$211M
4
AllianceBernstein
AllianceBernstein
Tennessee
$52.2M
5
AWM
AE Wealth Management
Kansas
$51.5M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$52.5M
2
QCM
Quadratic Capital Management
Connecticut
$3B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
FTUS
Flow Traders U.S.
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
476
Transform Wealth
Colorado
$259K +$51.3K +1,640 +25%
HDIM
477
Hanson & Doremus Investment Management
Vermont
$255K +$255K +8,154 New
IWS
478
Insight Wealth Strategies
California
$241K +$241K +7,688 New
SFS
479
Summit Financial Strategies
Ohio
$240K +$18.6K +596 +8%
KF
480
Krilogy Financial
Missouri
$238K +$6.5K +208 +3%
DP
481
DDD Partners
Washington
$234K -$2.32K -74 -1%
RWM
482
Ritholtz Wealth Management
New York
$230K -$382K -12,222 -62%
HCM
483
Hutchinson Capital Management
California
$230K – – –
CWA
484
Cornerstone Wealth Advisors
Minnesota
$228K – – –
HL
485
HeadInvest LLC
Maine
$226K +$226K +7,236 New
PIFP
486
Partners in Financial Planning
Virginia
$226K – – –
AP
487
Appleton Partners
Massachusetts
$225K +$225K +7,180 New
BWP
488
BSW Wealth Partners
Colorado
$224K -$9.15K -292 -4%
STB
489
S&T Bank
Pennsylvania
$224K – – –
PPW
490
Parcion Private Wealth
Washington
$223K -$128K -4,076 -37%
PGFC
491
Peapack-Gladstone Financial Corp
New Jersey
$222K +$222K +7,108 New
DI
492
DFPG Investments
Utah
$220K +$220K +6,988 New
BCA
493
Bay Colony Advisors
Massachusetts
$219K – – –
LFG
494
Larson Financial Group
Missouri
$218K +$7.94K +254 +4%
CFS
495
CRA Financial Services
New Jersey
$215K -$16.5K -528 -7%
TFA
496
Toth Financial Advisory
Virginia
$215K +$43.4K +1,384 +25%
PP
497
Patron Partners
Texas
$213K -$30.3K -972 -12%
AWAG
498
ARS Wealth Advisors Group
Florida
$212K +$212K +6,776 New
WIA
499
World Investment Advisors
California
$211K -$8.2K -262 -4%
IWC
500
Integrated Wealth Concepts
Massachusetts
$211K +$211K +6,740 New
18 19
20
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