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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
Empower Advisory Group
Colorado
+$126M
2
QCM
Quadratic Capital Management
Connecticut
+$115M
3
NL
NEPC LLC
Massachusetts
+$71.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$56.4M
5
EW
Evoke Wealth
California
+$45.1M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$38.9M
2
RCA
Reitz Capital Advisors
Michigan
-$24M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
4
Ameriprise
Ameriprise
Minnesota
-$18.4M
5
Wells Fargo
Wells Fargo
California
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
476
ORG Partners
Indiana
$166K -$254K -10,058 -61%
SSB
477
Sandy Spring Bank
Maryland
$162K – – –
BA
478
Ballast Advisors
Minnesota
$149K +$3.94K +156 +3%
AF
479
Allworth Financial
California
$141K -$14.2K -564 -9%
PA
480
Parallel Advisors
California
$137K -$7.12K -282 -5%
LFG
481
Larson Financial Group
Missouri
$130K -$119K -4,716 -48%
CSPIA
482
Cary Street Partners Investment Advisory
Virginia
$129K +$1.31K +52 +1%
GWSG
483
GPS Wealth Strategies Group
Colorado
$121K +$202 +8 +0.2%
GWMIA
484
Global Wealth Management Investment Advisory
Florida
$120K +$118K +4,676 +5,083%
TFA
485
Toth Financial Advisory
Virginia
$117K +$757 +30 +0.7%
IA
486
IFP Advisors
Florida
$113K -$71.7K -2,844 -39%
LF
487
Lee Financial
Texas
$113K -$2.02K -80 -2%
HGERS
488
Householder Group Estate & Retirement Specialist
Arizona
$109K +$109K +4,314 New
HR
489
Howe & Rusling
New York
$108K -$5.35K -212 -5%
AFG
490
Albion Financial Group
Utah
$99.3K – – –
LFA
491
LGT Financial Advisors
Texas
$98.9K +$10.9K +430 +12%
HDIM
492
Hanson & Doremus Investment Management
Vermont
$97K -$99.3K -3,942 -51%
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$91K -$14.2K -558 -13%
GJIA
494
Glass Jacobson Investment Advisors
Maryland
$88.6K -$3.28K -130 -4%
PTC
495
Private Trust Company
Ohio
$86K -$29.1K -1,152 -25%
ST
496
Smithfield Trust
Pennsylvania
$85K +$85K +3,370 New
FRA
497
Front Row Advisors
California
$77.3K – – –
CA
498
Clearstead Advisors
Ohio
$73.8K +$62.2K +2,462 +533%
PO
499
Private Ocean
California
$71.7K +$34.8K +1,378 +94%
SOS
500
Silver Oak Securities
Tennessee
$70.4K -$1.06M -42,160 -94%
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