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Schwab US TIPS ETF
SCHP

Overview Fund Activity

588 hedge funds and large institutions have $14.2B invested in Schwab US TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+48
Holders Change %
+8.89%
% of All Funds
10.27%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.13%
New
93
Increased
295
Reduced
125
Closed
39
Calls
$1.78M
Puts
$1.41M
Net Calls
+$362K
Net Calls Change
+$356K

Top Buyers

1
QCM
Quadratic Capital Management
Connecticut
+$834M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$211M
3
Citigroup
Citigroup
New York
+$82.7M
4
NC
NinePointTwo Capital
California
+$66.7M
5
Prudential Financial
Prudential Financial
New Jersey
+$40.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$670M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$172M
3
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$22.8M
4
MAM
Madison Asset Management
Wisconsin
-$22.7M
5
BPB
Badgley, Phelps & Bell
Washington
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
501
Horan Securities
United States
$60K – – –
AWA
502
Arkadios Wealth Advisors
Georgia
$57K – – –
BBPWM
503
Blue Bell Private Wealth Management
Pennsylvania
$54K -$6.26K -200 -10%
SB
504
Strategic Blueprint
Georgia
$54K +$54K +1,728 New
CIR
505
Clear Investment Research
Georgia
$53K +$27.2K +876 +105%
RPCA
506
Running Point Capital Advisors
California
$52K +$14.3K +454 +38%
KFS
507
Kelly Financial Services
Massachusetts
$51K +$50.2K +6,252 +6,252%
MA
508
MUFG Americas
New York
$50K +$50K +1,592 New
SQA
509
Simon Quick Advisors
New Jersey
$49K – – –
RFA
510
Reilly Financial Advisors
California
$44K +$4.85K +154 +12%
NG
511
NWK Group
California
$43K +$43K +1,378 New
CCP
512
Clarkston Capital Partners
Michigan
$41K – – –
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
WFA
514
West Financial Advisors
Iowa
$38K -$4.14K -134 -10%
CDIA
515
Capital Directions Investment Advisors
Georgia
$37K +$37K +1,188 New
JWBC
516
John W. Brooker & Co
California
$36K +$36K +1,148 New
MCM
517
MV Capital Management
Maryland
$35K – – –
TCWA
518
Ten Capital Wealth Advisors
Washington
$35K +$32K +1,034 +1,055%
HIA
519
Harbor Investment Advisory
Maryland
$34K – – –
IRC
520
Investors Research Corp
Georgia
$34K – – –
AC
521
Arjuna Capital
North Carolina
$34K +$34K +1,094 New
RIM
522
Rockbridge Investment Management
New York
$32K -$22.9K -738 -42%
SWM
523
Selective Wealth Management
Virginia
$31K -$1.12K -36 -3%
CFG
524
CKW Financial Group
Hawaii
$30K +$30K +966 New
GI
525
Gradient Investments
Minnesota
$29K -$3.39K -110 -10%
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