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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 %
GWM
501
Gray Wealth Management
Maine
$209K +$188 +6 +0.1%
MAS
502
Managed Account Services
Florida
$208K – – –
SF
503
Synovus Financial
Georgia
$206K -$2.14K -68 -1%
RWA
504
River Wealth Advisors
Pennsylvania
$206K +$206K +6,582 New
IAS
505
IMA Advisory Services
Colorado
$205K -$3.38K -108 -2%
KCM
506
Kanawha Capital Management
Virginia
$205K – – –
DY
507
Dowling & Yahnke
California
$204K – – –
T
508
TRUADVICE
Florida
$203K -$398K -12,556 -66%
Bank of Montreal
509
Bank of Montreal
Ontario, Canada
$202K -$9.83M -312,198 -98%
AIP
510
Ameritas Investment Partners
Nebraska
$202K +$202K +6,468 New
IWM
511
IHT Wealth Management
Illinois
$201K +$201K +6,422 New
RIM
512
Rockbridge Investment Management
New York
$181K +$149K +4,766 +462%
Bessemer Group
513
Bessemer Group
New Jersey
$180K +$164K +5,246 +1,021%
HR
514
Howe & Rusling
New York
$178K +$63.5K +2,030 +56%
GWM
515
Geneos Wealth Management
Colorado
$161K +$24.5K +788 +18%
MAM
516
Meeder Asset Management
Ohio
$149K +$34.5K +1,100 +30%
PCM
517
Penserra Capital Management
California
$148K +$148K +4,752 New
FWP
518
FAS Wealth Partners
Kansas
$146K +$45.6K +1,456 +45%
VCM
519
Vigilant Capital Management
Maine
$144K +$6.95K +222 +5%
GIA
520
Goodwin Investment Advisory
Georgia
$136K +$136K +4,274 New
PO
521
Private Ocean
California
$124K +$251 +8 +0.2%
CFO
522
CVA Family Office
Colorado
$121K -$2.08M -67,282 -94%
BMD
523
Better Money Decisions
New Mexico
$117K +$117K +3,730 New
SAM
524
Strategic Asset Management
Minnesota
$117K +$117K +3,758 New
BA
525
Ballast Advisors
Minnesota
$116K +$20.6K +656 +22%
19 20
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