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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$353M
2
SWG
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
Jane Street
New York
$0
4
GP
Greenline Partners
New York
$0
5
CSIA
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
551
Crewe Advisors
Utah
$33.1K -$45.1K -1,720 -58%
BBPWM
552
Blue Bell Private Wealth Management
Pennsylvania
$33K -$1.57K -60 -5%
FA
553
Fiduciary Alliance
South Carolina
$32.2K +$32.2K +1,230 New
IBOK
554
Independence Bank of Kentucky
Kentucky
$31.5K – – –
ACA
555
Aptus Capital Advisors
Alabama
$30.5K +$30.5K +1,162 New
2L
556
25 LLC
Missouri
$30.3K +$682 +26 +2%
IAS
557
IMA Advisory Services
Colorado
$29.9K -$181K -6,892 -86%
SS
558
Sunbelt Securities
Texas
$29.5K +$15.7K +600 +115%
HIA
559
Harbor Investment Advisory
Maryland
$28.6K – – –
TWM
560
Tradition Wealth Management
Minnesota
$28K +$28K +1,052 New
CWC
561
Carolinas Wealth Consulting
North Carolina
$26.9K +$262 +10 +1%
FCA
562
FinTrust Capital Advisors
South Carolina
$26.4K – – –
BWL
563
Bogart Wealth LLC
Virginia
$25.5K – – –
SIC
564
Salem Investment Counselors
North Carolina
$23.6K +$891 +34 +4%
HCP
565
Hexagon Capital Partners
Arkansas
$22.3K +$3.3K +126 +17%
BAAM
566
Baker Avenue Asset Management
California
$21.1K +$21.1K +806 New
AP
567
Arlington Partners
Alabama
$20.5K +$20.5K +782 New
WWP
568
WR Wealth Planners
Missouri
$19.7K -$315 -12 -2%
FWP
569
FAS Wealth Partners
Kansas
$19.7K -$73.4K -2,800 -79%
DAM
570
Delta Asset Management
Tennessee
$19.2K – – –
LWA
571
Lowe Wealth Advisors
Maryland
$18.5K – – –
TFGT
572
TS Financial Group (TSFG)
Illinois
$17K +$54 +2 +0.3%
SIC
573
SJS Investment Consulting
Ohio
$16.7K -$12.8K -490 -43%
EWM
574
Endurance Wealth Management
Rhode Island
$16K -$2.48K -94 -13%
CAS
575
Coppell Advisory Solutions
Texas
$15.7K +$15.7K +602 New
21 22
23
24 25