We are live on ! Find out more
SCHP icon

Schwab US TIPS ETF

765 hedge funds and large institutions have $15.4B invested in Schwab US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 354 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $421K

306% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 47

148% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 143

28% more funds holding in top 10

Funds holding in top 10: 7495 (+21)

21% more funds holding

Funds holding: 633765 (+132)

3% more capital invested

Capital invested by funds: $15B → $15.4B (+$488M)

5.01% less ownership

Funds ownership: 151.04%146.03% (-5%)

Holders
765
Holders Change
+132
Holders Change %
+20.85%
% of All Funds
11.77%
Holding in Top 10
95
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.38%
% of All Funds
1.46%
New
191
Increased
354
Reduced
143
Closed
47
Calls
$2.94M
Puts
$421K
Net Calls
+$2.52M
Net Calls Change
+$558K
Name Holding Trade Value Shares
Change
Change in
Stake
CP
576
Camelot Portfolios
Ohio
$274K +$275K +8,728 New
PFBT
577
Parkside Financial Bank & Trust
Missouri
$270K
FMC
578
First Merchants Corp
Indiana
$270K +$6.3K +200 +2%
1CM
579
1492 Capital Management
Wisconsin
$267K
SFS
580
Summit Financial Strategies
Ohio
$266K +$24.6K +780 +10%
TW
581
Transform Wealth
Colorado
$265K +$4.91K +156 +2%
BCM
582
Blume Capital Management
California
$263K -$3.97K -126 -1%
IAP
583
Indie Asset Partners
Indiana
$261K
TFA
584
Toth Financial Advisory
Virginia
$260K +$44.5K +1,412 +21%
HDIM
585
Hanson & Doremus Investment Management
Vermont
$258K +$1.7K +54 +0.7%
DY
586
Dowling & Yahnke
California
$257K +$52K +1,650 +25%
TSS
587
Two Sigma Securities
New York
$254K -$102K -3,252 -29%
Goldman Sachs
588
Goldman Sachs
New York
$252K -$749K -23,778 -75%
KPWS
589
Kestra Private Wealth Services
Texas
$246K +$246K +7,808 New
LFG
590
Larson Financial Group
Missouri
$243K +$23.3K +740 +11%
GC
591
Gratus Capital
Georgia
$241K +$242K +7,676 New
BWM
592
Birchcreek Wealth Management
Ohio
$239K -$25.3K -802 -10%
AP
593
Appleton Partners
Massachusetts
$236K +$10.2K +324 +5%
PCM
594
Penserra Capital Management
California
$236K +$87.3K +2,772 +58%
CCM
595
Coldstream Capital Management
Washington
$236K +$236K +7,502 New
KF
596
Krilogy Financial
Missouri
$235K -$4.66K -148 -2%
DI
597
DFPG Investments
Utah
$234K +$21.7K +688 +10%
AIP
598
Ameritas Investment Partners
Nebraska
$232K +$29.4K +934 +14%
HL
599
HeadInvest LLC
Maine
$228K
CL
600
Choreo LLC
Illinois
$227K -$40.6K -1,290 -15%

SCHP Hedge Fund Activity: Q4 2021 in Review

765 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q4 2021, worth a combined $15.4B — up 3.3% from $15B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new SCHP positions and 47 closed out — a net gain of 144 holders — while 354 added to existing stakes and 143 trimmed.

The largest buyer was Jane Street, adding an estimated $293M. The largest seller was Quadratic Capital Management, cutting an estimated $989M.

  • 765 institutional investors held Schwab US TIPS ETF (SCHP) as of Q4 2021, up from 633 in Q3 2021.
  • Funds reported $15.4B of Schwab US TIPS ETF stock for Q4 2021, up 3.3% quarter-over-quarter.
  • 191 funds opened new Schwab US TIPS ETF positions in Q4 2021 and 47 closed out, a net change of +144 holders.
  • The largest Schwab US TIPS ETF buyer in Q4 2021 was Jane Street, an estimated $293M added.
  • The largest Schwab US TIPS ETF seller in Q4 2021 was Quadratic Capital Management, an estimated $989M sold.

Based on aggregated 13F filings for Q4 2021.