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Schwab US TIPS ETF
SCHP

Overview Fund Activity

750 hedge funds and large institutions have $14.7B invested in Schwab US TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 312 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-14
Holders Change %
-1.83%
% of All Funds
11.87%
Holding in Top 10
80
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.79%
% of All Funds
1.27%
New
99
Increased
312
Reduced
258
Closed
103
Calls
$6.02M
Puts
$1.91M
Net Calls
+$4.11M
Net Calls Change
+$1.58M

Top Buyers

1
PCA
Personal Capital Advisors
California
+$390M
2
Temasek Holdings
Temasek Holdings
Singapore
+$378M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$61.1M
4
SL
Systelligence LLC
Minnesota
+$34.7M
5
LGWM
Litman Gregory Wealth Management
California
+$34.1M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
-$464M
2
Jane Street
Jane Street
New York
-$157M
3
Citigroup
Citigroup
New York
-$55.1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$55M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$52.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
501
Rockbridge Investment Management
New York
$427K – – –
AG
502
Ascent Group
Virginia
$421K +$10.9K +360 +3%
CBFP
503
Cedar Brook Financial Partners
Ohio
$416K +$104K +3,434 +33%
ASI
504
Advisory Services & Investments
Oregon
$415K -$1.35M -44,432 -76%
WA
505
WESPAC Advisors
California
$415K -$3.15K -104 -0.8%
HBCM
506
Heron Bay Capital Management
Michigan
$410K +$667 +22 +0.2%
CWM
507
Cabot Wealth Management
Massachusetts
$407K -$20.9K -690 -5%
TCA
508
Transcend Capital Advisors
New Jersey
$404K -$172K -5,654 -30%
PFO
509
Pathstone Family Office
New Jersey
$404K -$4.42K -146 -1%
HCM
510
Hutchinson Capital Management
California
$401K +$98.9K +3,260 +33%
CGA
511
Crescent Grove Advisors
Illinois
$400K +$1.58K +52 +0.4%
RFG
512
Range Financial Group
Oregon
$396K +$19.6K +644 +5%
PPW
513
Pinnacle Private Wealth
Massachusetts
$395K -$311K -10,246 -44%
SCA
514
Sage Capital Advisors
South Dakota
$389K +$389K +13,084 New
MHR
515
Matthew Hamilton Rosenberg
$388K – – –
PWM
516
PBMares Wealth Management
Virginia
$378K – – –
LF
517
Lee Financial
Texas
$377K -$15.5K -512 -4%
SBH
518
Segall Bryant & Hamill
Illinois
$377K +$377K +12,392 New
WT
519
Whittier Trust
California
$372K – – –
FHA
520
Flagship Harbor Advisors
Massachusetts
$369K -$700K -23,050 -65%
MMA
521
Miracle Mile Advisors
California
$363K -$89.8K -2,958 -20%
HR
522
Hardy Reed
Mississippi
$361K -$36.7K -1,210 -9%
BB
523
Busey Bank
Illinois
$358K – – –
TWM
524
Thrive Wealth Management
Pennsylvania
$352K +$352K +11,610 New
FLPIM
525
F.L. Putnam Investment Management
Massachusetts
$351K +$60.2K +1,982 +21%
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