SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

588 hedge funds and large institutions have $14.2B invested in Schwab US TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+48
Holders Change %
+8.89%
% of All Funds
10.27%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.13%
New
93
Increased
295
Reduced
125
Closed
39
Calls
$1.78M
Puts
$1.41M
Net Calls
+$362K
Net Calls Change
+$356K

Top Buyers

1
QCM
Quadratic Capital Management
Connecticut
+$834M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$211M
3
Citigroup
Citigroup
New York
+$82.7M
4
NC
NinePointTwo Capital
California
+$66.7M
5
Prudential Financial
Prudential Financial
New Jersey
+$40.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$670M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$172M
3
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$22.8M
4
MAM
Madison Asset Management
Wisconsin
-$22.7M
5
BPB
Badgley, Phelps & Bell
Washington
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
551
Jacobi Capital Management
Pennsylvania
$10K +$823 +26 +9%
OIA
552
Optimum Investment Advisors
Illinois
$9K – – –
DI
553
Disciplined Investments
Oklahoma
$9K – – –
CWA
554
Core Wealth Advisors
Florida
$8K – – –
RCA
555
Ranch Capital Advisors
Florida
$8K – – –
LS
556
Leelyn Smith
Illinois
$7K -$119 -4 -2%
LWA
557
Lenox Wealth Advisors
New York
$7K – – –
HWMA
558
Heritage Wealth Management (Arizona)
Arizona
$7K +$7K +228 New
FCFS
559
First Command Financial Services
Texas
$6K – – –
MFT
560
Moisand Fitzgerald Tamayo
Florida
$6K – – –
FCB
561
First Command Bank
Texas
$6K – – –
FWM
562
Filbrandt Wealth Management
Wisconsin
$6K +$6K +202 New
HCM
563
Horrell Capital Management
Arkansas
$5K – – –
BBL
564
Beck Bode LLC
Massachusetts
$5K +$5K +158 New
CTB
565
Country Trust Bank
Illinois
$5K +$5K +174 New
FFA
566
Founders Financial Alliance
North Carolina
$4K -$1.91K -66 -32%
TFGT
567
TS Financial Group (TSFG)
Illinois
$4K – – –
CFB
568
Cullen/Frost Bankers
Texas
$4K – – –
PGAM
569
Princeton Global Asset Management
New Jersey
$4K +$4K +134 New
BFG
570
Baron Financial Group
New Jersey
$3.69K – – –
LGWM
571
Litman Gregory Wealth Management
California
$3.42K -$30.9K -61,710 -90%
BCWM
572
Bartlett & Co Wealth Management
Ohio
$3.25K – – –
BC
573
Bartlett & Co
Ohio
$3K – – –
BWL
574
Bogart Wealth LLC
Virginia
$3K – – –
TWM
575
Tradition Wealth Management
Minnesota
$3K +$3K +108 New
21 22
23
24 25