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Schwab US TIPS ETF
SCHP

Overview Fund Activity

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K

Top Buyers

1
EW
Evoke Wealth
California
$208M
2
Morgan Stanley
Morgan Stanley
New York
$186M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$668M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$100M
5
Charles Schwab
Charles Schwab
California
$134M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.41B
2
CIAS
CFS Investment Advisory Services
New Jersey
$6.86M
3
Jane Street
Jane Street
New York
$30M
4
QCM
Quadratic Capital Management
Connecticut
$1.32B
5
FWM
Focused Wealth Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
YIA
576
YHB Investment Advisors
Connecticut
$210K -$1.25M -44,676 -86%
LCC
577
Lincoln Capital Corp
Rhode Island
$209K -$7.1M -254,872 -97%
WP
578
WealthSource Partners
California
$209K -$403K -14,466 -66%
GC
579
Gratus Capital
Georgia
$205K +$205K +7,336 New
HL
580
HeadInvest LLC
Maine
$202K – – –
FRA
581
Frank Rimerman Advisors
California
$201K – – –
STB
582
S&T Bank
Pennsylvania
$199K – – –
LF
583
Lee Financial
Texas
$178K -$168K -6,024 -49%
CFGS
584
Concourse Financial Group Securities
Alabama
$174K +$75.3K +2,704 +76%
EWA
585
EverSource Wealth Advisors
Alabama
$162K -$84.4K -3,024 -34%
Rockefeller Capital Management
586
Rockefeller Capital Management
New York
$149K -$2.71M -97,302 -95%
CIR
587
Clear Investment Research
Georgia
$136K -$52.7K -1,892 -28%
WMR
588
Wealth Management Resources
Rhode Island
$134K -$62.8K -22,482 -32%
QCG
589
Quadrant Capital Group
Ohio
$133K – – –
BA
590
Ballast Advisors
Minnesota
$128K +$8.88K +318 +7%
BC
591
Burleson & Co
California
$120K -$202K -7,218 -63%
AWM
592
Aspire Wealth Management
Massachusetts
$119K +$5.24K +188 +5%
HR
593
Howe & Rusling
New York
$118K +$16.1K +578 +16%
BC
594
Bartlett & Co
Ohio
$115K +$112K +4,000 +3,846%
BCWM
595
Bartlett & Co Wealth Management
Ohio
$115K +$112K +4,000 +3,846%
HIA
596
Harbor Investment Advisory
Maryland
$112K +$79.2K +2,840 +241%
ACM
597
Antonetti Capital Management
Florida
$103K – – –
FCMT
598
Founders Capital Management (Texas)
Texas
$98K +$88.2K +3,152 +901%
HWM
599
Horizons Wealth Management
North Carolina
$96K +$96K +3,382 New
FWP
600
FAS Wealth Partners
Kansas
$95K +$2.01K +72 +2%
22 23
24
25 26