SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$192M
2
Cerity Partners
Cerity Partners
New York
+$142M
3
Morgan Stanley
Morgan Stanley
New York
+$60.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$56.6M
5
AIP
Almanack Investment Partners
Pennsylvania
+$45.8M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$1.46B
2
Temasek Holdings
Temasek Holdings
Singapore
-$345M
3
QCM
Quadratic Capital Management
Connecticut
-$223M
4
LGWM
Litman Gregory Wealth Management
California
-$51.7M
5
M&T Bank
M&T Bank
New York
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
501
Cabot Wealth Management
Massachusetts
$217K -$28.1K -1,050 -11%
VRM
502
Vectors Research Management
New York
$217K – – –
MCCP
503
Mission Creek Capital Partners
California
$216K – – –
CIR
504
Clear Investment Research
Georgia
$216K +$94.1K +3,510 +77%
IAS
505
IMA Advisory Services
Colorado
$215K +$10.1K +376 +5%
FVWA
506
Foster Victor Wealth Advisors
South Carolina
$215K -$7.26K -270 -3%
FFA
507
Farther Finance Advisors
California
$214K -$66.2K -2,470 -24%
Verition Fund Management
508
Verition Fund Management
Connecticut
$213K +$213K +7,944 New
HDIM
509
Hanson & Doremus Investment Management
Vermont
$211K +$24.7K +922 +13%
D
510
Diversified
Delaware
$209K -$19.6M -731,364 -99%
PWM
511
PBMares Wealth Management
Virginia
$206K +$206K +7,674 New
GC
512
Gratus Capital
Georgia
$205K -$21K -782 -9%
TW
513
Transform Wealth
Colorado
$205K +$205K +7,642 New
JCM
514
Jacobsen Capital Management
Utah
$205K +$205K +7,638 New
LIA
515
LBMC Investment Advisors
Tennessee
$205K +$205K +7,634 New
GCWM
516
Graham Capital Wealth Management
District of Columbia
$205K +$205K +764 New
ICG
517
InterOcean Capital Group
Tennessee
$202K +$202K +7,538 New
C
518
Covestor
United Kingdom
$202K +$18.7K +700 +10%
NDSI
519
Newman Dignan & Sheerar Inc
Rhode Island
$202K -$97.1K -3,624 -33%
EAM
520
Empirical Asset Management
Massachusetts
$200K +$200K +7,468 New
WAM
521
WFA Asset Management
Wisconsin
$166K – – –
BA
522
Bristlecone Advisors
Washington
$166K +$166K +6,184 New
HGERS
523
Householder Group Estate & Retirement Specialist
Arizona
$159K +$159K +5,924 New
SWM
524
Spire Wealth Management
Virginia
$159K -$303K -11,288 -66%
WP
525
WealthShield Partners
North Carolina
$150K -$96.8K -3,612 -39%
19 20
21
22 23