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Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$257M
2
LGWM
Litman Gregory Wealth Management
California
$53.6M
3
Temasek Holdings
Temasek Holdings
Singapore
$37M
4
PCIA
Prime Capital Investment Advisors
Kansas
$33.8M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$526M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$353M
2
SWG
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
Jane Street
New York
$0
4
GP
Greenline Partners
New York
$0
5
CSIA
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
501
IFP Advisors
Florida
$192K -$33.2K -1,266 -15%
TRCT
502
Tower Research Capital (TRC)
New York
$188K +$177K +6,762 +1,587%
BCWM
503
Bartlett & Co Wealth Management
Ohio
$187K +$71.3K +2,720 +61%
BC
504
Bartlett & Co
Ohio
$187K +$71.2K +2,720 +61%
SSB
505
Sandy Spring Bank
Maryland
$169K +$161K +6,148 +2,196%
AF
506
Allworth Financial
California
$161K -$329K -12,538 -67%
BA
507
Ballast Advisors
Minnesota
$150K +$11K +418 +8%
PA
508
Parallel Advisors
California
$149K -$63.6K -2,426 -30%
CSPIA
509
Cary Street Partners Investment Advisory
Virginia
$133K +$12.6K +480 +10%
BA
510
Bristlecone Advisors
Washington
$127K -$34.7K -1,324 -21%
GWSG
511
GPS Wealth Strategies Group
Colorado
$125K +$23.6K +902 +23%
AIP
512
Ameritas Investment Partners
Nebraska
$122K +$37.4K +1,428 +44%
TFA
513
Toth Financial Advisory
Virginia
$121K -$19.4K -740 -14%
LF
514
Lee Financial
Texas
$120K -$5.51K -210 -4%
PTC
515
Private Trust Company
Ohio
$119K – – –
HR
516
Howe & Rusling
New York
$118K -$4.93K -188 -4%
PG
517
Prostatis Group
Maryland
$112K +$112K +109,346 New
Carson Wealth (CWM LLC)
518
Carson Wealth (CWM LLC)
Nebraska
$109K +$31.5K +1,198 +41%
AFG
519
Albion Financial Group
Utah
$103K – – –
WP
520
WealthShield Partners
North Carolina
$98.9K -$47.6K -1,814 -32%
GJIA
521
Glass Jacobson Investment Advisors
Maryland
$95.4K +$95.4K +3,638 New
LFA
522
LGT Financial Advisors
Texas
$91.4K +$524 +20 +0.6%
National Bank of Canada
523
National Bank of Canada
Quebec, Canada
$90.1K -$3.82M -146,712 -98%
Manulife (Manufacturers Life Insurance)
524
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85.5K -$37.7K -1,438 -31%
NSIM
525
North Star Investment Management
Illinois
$85K +$682 +26 +0.8%
19 20
21
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