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Schwab US TIPS ETF
SCHP

Overview Fund Activity

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K

Top Buyers

1
EW
Evoke Wealth
California
$208M
2
Morgan Stanley
Morgan Stanley
New York
$186M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$668M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$100M
5
Charles Schwab
Charles Schwab
California
$134M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.41B
2
CIAS
CFS Investment Advisory Services
New Jersey
$6.86M
3
Jane Street
Jane Street
New York
$30M
4
QCM
Quadratic Capital Management
Connecticut
$1.32B
5
FWM
Focused Wealth Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
476
Busey Bank
Illinois
$387K +$57.5K +2,062 +17%
PWM
477
Perigon Wealth Management
California
$383K -$1.63M -58,478 -81%
CNWM
478
Clay Northam Wealth Management
California
$381K -$33.5K -1,200 -8%
PA
479
Prism Advisors
California
$381K -$11.9K -426 -3%
HBCM
480
Heron Bay Capital Management
Michigan
$381K +$3.46K +124 +0.9%
SBH
481
Segall Bryant & Hamill
Illinois
$377K +$32.3K +1,160 +9%
CGA
482
Crescent Grove Advisors
Illinois
$376K +$8.04K +288 +2%
CWM
483
Cabot Wealth Management
Massachusetts
$367K -$7.19K -258 -2%
T
484
TRUADVICE
Florida
$367K +$33.6K +1,178 +10%
WS
485
Wedbush Securities
California
$361K +$60K +2,150 +20%
MHR
486
Matthew Hamilton Rosenberg
$360K – – –
HGERS
487
Householder Group Estate & Retirement Specialist
Arizona
$359K +$44.1K +1,580 +14%
AG
488
Ascent Group
Virginia
$358K -$43.4K -1,498 -11%
MCM
489
Mengis Capital Management
Oregon
$355K -$200K -7,200 -36%
FAIM
490
Financial Advocates Investment Management
Washington
$354K -$271K -9,724 -43%
PTC
491
Private Trust Company
Ohio
$354K +$354K +12,678 New
MIC
492
Means Investment Company
Maine
$351K +$351K +12,586 New
IAA
493
Ironsides Asset Advisors
North Carolina
$349K -$1.23M -43,970 -78%
MLA
494
My Legacy Advisors
Oregon
$348K +$348K +12,530 New
G
495
GenTrust
Florida
$347K -$559K -20,018 -62%
SFPG
496
Stonebridge Financial Planning Group
Florida
$345K +$345K +12,380 New
AA
497
AlphaMark Advisors
Kentucky
$343K -$78.1K -2,800 -19%
HR
498
Hardy Reed
Mississippi
$341K +$9.47K +340 +3%
AIP
499
Ameritas Investment Partners
Nebraska
$338K +$118K +4,248 +54%
FPAS
500
Focus Partners Advisor Solutions
Missouri
$328K +$328K +11,738 New
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