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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
$632M
2
QCM
Quadratic Capital Management
Connecticut
$721M
3
NL
NEPC LLC
Massachusetts
$72.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$266M
5
EW
Evoke Wealth
California
$208M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$14.7M
2
RCA
Reitz Capital Advisors
Michigan
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.6M
4
Ameriprise
Ameriprise
Minnesota
$120M
5
Wells Fargo
Wells Fargo
California
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
551
Crewe Advisors
Utah
$11.8K -$20K -794 -63%
RIA
552
Realta Investment Advisors
Delaware
$11.4K -$47.1K -1,800 -81%
KFI
553
Key Financial Inc
Pennsylvania
$10.8K – – –
EL
554
EMFO LLC
Florida
$10.7K +$101 +4 +1%
NC
555
NewSquare Capital
Pennsylvania
$10.6K -$3.28K -130 -24%
HWP
556
Highline Wealth Partners
California
$10.5K +$10.5K +414 +20,700%
FCMT
557
Founders Capital Management (Texas)
Texas
$9.64K +$101 +4 +1%
JFGIW
558
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.49K +$7.52K +298 +382%
BWM
559
Baystate Wealth Management
Massachusetts
$9.18K – – –
AW
560
Avion Wealth
Texas
$9K -$3.5K -146 -28%
RWPA
561
Richard W. Paul & Associates
Michigan
$8.53K – – –
NFSG
562
Newbridge Financial Services Group
Florida
$7.93K – – –
CPG
563
Cornerstone Planning Group
New Jersey
$7.83K -$5.4K -214 -41%
AIC
564
Archer Investment Corporation
Indiana
$7.37K – – –
SL
565
Savior LLC
Massachusetts
$6.52K -$253 -10 -4%
Jones Financial Companies
566
Jones Financial Companies
Missouri
$6.31K +$6.31K +250 New
GWM
567
Geneos Wealth Management
Colorado
$6.16K +$4.65K +184 +307%
SFC
568
SYM Financial Corp
Indiana
$5.55K +$4.54K +180 +450%
HFS
569
Hantz Financial Services
Michigan
$5K – – –
CG
570
Cutler Group
California
$5K +$5K +200 New
AWA
571
Authentikos Wealth Advisory
California
$4.95K +$4.95K +196 New
AWM
572
Aspire Wealth Management
Massachusetts
$4.53K -$7.09K -282 -61%
AC
573
AlphaCore Capital
California
$4.49K -$656 -26 -13%
BC
574
Belmont Capital
California
$4.34K – – –
IPW
575
Impact Partnership Wealth
Georgia
$4.09K +$3.33K +132 +440%
21 22
23
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