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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$353M
2
SWG
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
Jane Street
New York
$0
4
GP
Greenline Partners
New York
$0
5
CSIA
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
476
Peapack-Gladstone Financial Corp
New Jersey
$226K -$4.67K -178 -2%
WP
477
WealthSource Partners
California
$225K +$1.78K +68 +0.8%
CWA
478
Clarity Wealth Advisors
California
$225K +$225K +8,592 New
CPRC
479
Consolidated Portfolio Review Corp
New York
$224K -$25.1K -958 -10%
FIC
480
Family Investment Center
Missouri
$223K +$891 +34 +0.4%
T
481
TNF
Montana
$220K -$48.4K -1,848 -18%
AG
482
Ascent Group
Virginia
$219K -$20.7K -798 -9%
KWM
483
Keebeck Wealth Management
Illinois
$214K -$70.3K -2,680 -25%
CWM
484
Cabot Wealth Management
Massachusetts
$213K – – –
IWA
485
IVC Wealth Advisors
Pennsylvania
$212K +$212K +8,102 New
CRC
486
Curi RMB Capital
Illinois
$211K +$211K +8,056 New
AFG
487
Atomi Financial Group
New York
$209K +$209K +7,958 New
SCA
488
Stokes Capital Advisors
South Carolina
$207K -$165K -6,306 -44%
MCCP
489
Mission Creek Capital Partners
California
$206K -$5.19K -198 -2%
HDIM
490
Hanson & Doremus Investment Management
Vermont
$204K -$2.2K -84 -1%
SHFP
491
Second Half Financial Partners
Florida
$203K +$203K +7,756 New
NB
492
NBT Bank
New York
$202K +$202K +7,716 New
VWA
493
V Wealth Advisors
Kansas
$202K +$202K +7,692 New
CFS
494
Cannon Financial Strategists
Georgia
$201K -$40.9K -1,562 -17%
PWM
495
PBMares Wealth Management
Virginia
$201K – – –
JCM
496
Jacobsen Capital Management
Utah
$201K +$419 +16 +0.2%
HHRDM
497
H&H Retirement Design & Management
Nevada
$200K +$200K +7,638 New
LIA
498
LBMC Investment Advisors
Tennessee
$200K – – –
C
499
Covestor
United Kingdom
$197K -$891 -34 -0.5%
FFA
500
Farther Finance Advisors
California
$193K -$16.7K -638 -8%
18 19
20
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