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Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$126M
2
QCM
Quadratic Capital Management
Connecticut
+$115M
3
NL
NEPC LLC
Massachusetts
+$71.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$56.4M
5
EW
Evoke Wealth
California
+$45.1M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$38.9M
2
RCA
Reitz Capital Advisors
Michigan
-$24M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
4
Ameriprise
Ameriprise
Minnesota
-$18.4M
5
Wells Fargo
Wells Fargo
California
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
501
Contravisory Investment Management
Massachusetts
$70K – – –
WP
502
WealthShield Partners
North Carolina
$66.3K -$29K -1,148 -30%
CIAS
503
Capital Investment Advisory Services
North Carolina
$66K -$12.6K -500 -16%
National Bank of Canada
504
National Bank of Canada
Quebec, Canada
$65.8K -$22.8K -890 -26%
IRC
505
Investors Research Corp
Georgia
$64.1K – – –
AIP
506
Ameritas Investment Partners
Nebraska
$63K -$54.4K -2,156 -46%
SWM
507
Spire Wealth Management
Virginia
$62.8K +$4.45K +176 +8%
CBT
508
CoreFirst Bank & Trust
Kansas
$62.3K – – –
VC
509
Vestor Capital
Illinois
$62K +$62K +2,454 New
CHA
510
Carmichael Hill & Associates
Maryland
$60.9K -$170K -6,726 -74%
CIA
511
Cape Investment Advisory
Georgia
$54.7K +$2.93K +116 +6%
FCT
512
First Community Trust
Iowa
$53K -$22.7K -900 -30%
CT
513
Clearstead Trust
Maine
$50.5K – – –
TFG
514
Team Financial Group
California
$50.5K +$50.5K +2,000 New
PK
515
Pflug Koory
Nebraska
$46.8K – – –
SAM
516
S.A. Mason
Michigan
$43.9K – – –
CT
517
Colonial Trust
South Carolina
$40.4K – – –
PCMC
518
Private Capital Management (Colorado)
Colorado
$39.7K -$6.81K -270 -15%
PFA
519
Pathway Financial Advisers
Indiana
$37.2K +$37.2K +1,472 New
Manulife (Manufacturers Life Insurance)
520
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.3K -$48K -1,902 -58%
CCP
521
Clarkston Capital Partners
Michigan
$33.3K – – –
BBPWM
522
Blue Bell Private Wealth Management
Pennsylvania
$31.8K – – –
TF
523
Tompkins Financial
New York
$31K -$1.11K -44 -3%
NS
524
NBC Securities
Alabama
$31K +$31K +1,230 New
IBOK
525
Independence Bank of Kentucky
Kentucky
$30.3K – – –
19 20
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