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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
$395M
2
Temasek Holdings
Temasek Holdings
Singapore
$556M
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
$45.7M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
$1.5B
2
Jane Street
Jane Street
New York
$142M
3
Citigroup
Citigroup
New York
$31M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.5M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
526
Burleson & Co
California
$350K -$548K -18,042 -61%
CCG
527
Capital CS Group
California
$350K -$315K -10,400 -47%
BTWM
528
Baker Tilly Wealth Management
Wisconsin
$349K -$648K -21,342 -65%
CA
529
Callahan Advisors
Texas
$347K +$1.33K +44 +0.4%
BS
530
Boenning & Scattergood
Pennsylvania
$347K +$347K +11,438 New
TW
531
Transform Wealth
Colorado
$346K +$89.9K +2,964 +35%
HGERS
532
Householder Group Estate & Retirement Specialist
Arizona
$342K +$342K +11,278 New
D
533
Diversified
Delaware
$341K -$1.4M -46,140 -80%
GLA
534
Good Life Advisors
Pennsylvania
$340K +$146K +4,810 +75%
T
535
TRUADVICE
Florida
$339K +$23.3K +804 +7%
HWMA
536
Heritage Wealth Management (Arizona)
Arizona
$338K +$338K +11,130 New
LA
537
LexAurum Advisors
Kansas
$337K -$280K -9,232 -45%
DWM
538
Destination Wealth Management
California
$336K +$336K +11,084 New
BFG
539
Berger Financial Group
Minnesota
$335K +$22.1K +728 +7%
WS
540
Wedbush Securities
California
$327K +$327K +10,786 New
CS
541
Cannell & Spears
New York
$324K -$2.24K -74 -0.7%
SPI
542
Sutton Place Investors
New York
$320K -$291K -9,796 -48%
GSEP
543
Golden State Equity Partners
California
$319K +$319K +10,520 New
NL
544
NEPC LLC
Massachusetts
$318K – – –
MWM
545
MBE Wealth Management
Wisconsin
$314K +$314K +10,336 New
WSTAM
546
Wilbanks Smith & Thomas Asset Management
Virginia
$302K – – –
RPA
547
Rock Point Advisors
Vermont
$300K +$910 +30 +0.3%
KPWS
548
Kestra Private Wealth Services
Texas
$299K +$61.8K +2,034 +26%
Fisher Asset Management
549
Fisher Asset Management
Washington
$299K +$299K +9,860 New
KC
550
Kingfisher Capital
North Carolina
$298K -$6.18M -203,640 -95%
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