SCHP icon

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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$353M
2
SWG
2
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
3
Jane Street
New York
$0
4
GP
4
Greenline Partners
New York
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
526
Capital Investment Advisory Services
North Carolina
$81.6K +$629 +24 +0.8%
FRA
527
Front Row Advisors
California
$80K – – –
FCT
528
First Community Trust
Iowa
$78.6K – – –
CIM
529
Contravisory Investment Management
Massachusetts
$72.7K – – –
AA
530
AlphaMark Advisors
Kentucky
$67K -$57.8K -2,200 -46%
IRC
531
Investors Research Corp
Georgia
$66.5K – – –
CI
532
Cordant Inc
Oregon
$65K – – –
CBT
533
CoreFirst Bank & Trust
Kansas
$64.7K +$64.7K +2,468 New
SWM
534
Spire Wealth Management
Virginia
$60.6K -$94.8K -3,616 -61%
RIA
535
Realta Investment Advisors
Delaware
$58.6K +$58.6K +2,234 New
CIA
536
Cape Investment Advisory
Georgia
$53.7K +$11.4K +436 +27%
PFBT
537
Parkside Financial Bank & Trust
Missouri
$52.4K +$52.4K +2,000 New
BCM
538
Blume Capital Management
California
$52.4K +$52.4K +2,000 New
CT
539
Clearstead Trust
Maine
$52.4K +$52.4K +2,000 New
VCM
540
Vigilant Capital Management
Maine
$52K – – –
PK
541
Pflug Koory
Nebraska
$48.6K +$28.8K +1,100 +146%
PCMC
542
Private Capital Management (Colorado)
Colorado
$48.3K – – –
SAM
543
S.A. Mason
Michigan
$46.6K – – –
BSB
544
Bangor Savings Bank
Maine
$44K -$1.57M -60,000 -97%
CT
545
Colonial Trust
South Carolina
$41.9K -$212K -8,100 -84%
PO
546
Private Ocean
California
$38.4K +$37.8K +1,440 +6,000%
NCM
547
Northwest Capital Management
Oregon
$36.4K +$36.4K +1,386 New
PP
548
PrairieView Partners
Minnesota
$35K – – –
CCP
549
Clarkston Capital Partners
Michigan
$34.6K -$4.09K -156 -11%
TF
550
Tompkins Financial
New York
$33.3K -$786 -30 -2%
20 21
22
23 24