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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 %
TFA
526
Toth Financial Advisory
Virginia
$143K -$46.1K -1,720 -24%
BA
527
Ballast Advisors
Minnesota
$142K -$54 -2 -0%
LF
528
Lee Financial
Texas
$128K -$27.3K -1,020 -18%
AA
529
AlphaMark Advisors
Kentucky
$127K -$45.5K -1,700 -26%
Manulife (Manufacturers Life Insurance)
530
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$126K -$2.84K -106 -2%
HR
531
Howe & Rusling
New York
$125K +$4.07K +152 +3%
CSPIA
532
Cary Street Partners Investment Advisory
Virginia
$123K -$3.43K -128 -3%
PTC
533
Private Trust Company
Ohio
$122K -$39.7K -1,480 -25%
BC
534
Bartlett & Co
Ohio
$119K -$41.2K -1,534 -26%
BCWM
535
Bartlett & Co Wealth Management
Ohio
$119K -$41.1K -1,534 -26%
MFG
536
Monumental Financial Group
Maryland
$117K +$117K +4,354 New
CF
537
Centaurus Financial
California
$111K -$16.6K -620 -13%
AFG
538
Albion Financial Group
Utah
$105K – – –
GWSG
539
GPS Wealth Strategies Group
Colorado
$104K +$104K +3,874 New
SWG
540
Summit Wealth Group
Vermont
$102K +$102K +10,900,300 New
FCA
541
Fortis Capital Advisors
Kansas
$97.7K – – –
FWP
542
FAS Wealth Partners
Kansas
$95.1K – – –
LFA
543
LGT Financial Advisors
Texas
$92.9K – – –
AIP
544
Ameritas Investment Partners
Nebraska
$86.4K -$133K -4,968 -61%
NSIM
545
North Star Investment Management
Illinois
$86.3K – – –
CCP
546
Carmel Capital Partners
California
$85.5K +$85.5K +3,190 New
CIAS
547
Capital Investment Advisory Services
North Carolina
$82.8K -$5.36K -200 -6%
FRA
548
Front Row Advisors
California
$82K – – –
FCT
549
First Community Trust
Iowa
$80.4K – – –
CA
550
Crewe Advisors
Utah
$80K +$65.8K +2,454 +463%
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