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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 %
BSB
526
Bangor Savings Bank
Maine
$30.2K -$12.2K -484 -29%
IAS
527
IMA Advisory Services
Colorado
$29.2K +$404 +16 +1%
OLVIG
528
Oliver Lagore Vanvalin Investment Group
Michigan
$28.6K +$27.7K +1,098 +3,229%
SS
529
Sunbelt Securities
Texas
$28.4K – – –
HIA
530
Harbor Investment Advisory
Maryland
$28.4K +$808 +32 +3%
AA
531
AlphaMark Advisors
Kentucky
$27K -$37K -1,474 -58%
TWM
532
Tradition Wealth Management
Minnesota
$27K – – –
NCM
533
Northwest Capital Management
Oregon
$25.4K -$9.65K -382 -28%
ADL
534
Asset Dedication LLC
California
$25K +$20.2K +826 +426%
BWL
535
Bogart Wealth LLC
Virginia
$24.6K +$50 +2 +0.2%
ACA
536
Aptus Capital Advisors
Alabama
$24.5K -$4.85K -192 -17%
FCA
537
FinTrust Capital Advisors
South Carolina
$23.9K -$1.82K -72 -7%
CI
538
Cordant Inc
Oregon
$23.1K -$39.4K -1,562 -63%
SIC
539
Salem Investment Counselors
North Carolina
$22.6K -$151 -6 -0.7%
CCM
540
Chilton Capital Management
Texas
$21.5K +$7.42K +294 +53%
FWP
541
FAS Wealth Partners
Kansas
$18.9K – – –
DAM
542
Delta Asset Management
Tennessee
$18.5K – – –
LWA
543
Lowe Wealth Advisors
Maryland
$17.8K – – –
WWP
544
WR Wealth Planners
Missouri
$17.5K -$1.47K -58 -8%
SIC
545
SJS Investment Consulting
Ohio
$16.1K – – –
TFGT
546
TS Financial Group (TSFG)
Illinois
$16K – – –
CWC
547
Carolinas Wealth Consulting
North Carolina
$15.8K -$9.86K -394 -38%
SIS
548
Sound Income Strategies
Florida
$15.5K +$3.84K +152 +33%
HCP
549
Hexagon Capital Partners
Arkansas
$14.7K -$6.77K -268 -32%
TAM
550
Townsend Asset Management
North Carolina
$13.5K – – –
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