SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

696 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 196 increasing their positions, 320 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.23%
Holding in Top 10
62
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.46%
% of All Funds
1%
New
110
Increased
196
Reduced
320
Closed
100
Calls
$16.7M
Puts
$508K
Net Calls
+$16.2M
Net Calls Change
+$15.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$857M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$165M
3
Goldman Sachs
Goldman Sachs
New York
$282M
4
PCA
Personal Capital Advisors
California
$436M
5
CTC
Central Trust Company
Missouri
$76M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$108M
2
QCM
Quadratic Capital Management
Connecticut
$824M
3
Jane Street
Jane Street
New York
$49.5M
4
EW
Evoke Wealth
California
$143M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
576
Fortis Capital Advisors
Kansas
$94.4K +$94.4K +3,646 New
GJIA
577
Glass Jacobson Investment Advisors
Maryland
$93.6K +$93.6K +3,616 New
FWP
578
FAS Wealth Partners
Kansas
$91.9K +$1.86K +72 +2%
LFA
579
LGT Financial Advisors
Texas
$89.8K +$89.8K +3,468 New
CIAS
580
Capital Investment Advisory Services
North Carolina
$85.2K +$27.3K +1,054 +47%
ACA
581
Aptus Capital Advisors
Alabama
$83.6K +$23.1K +892 +38%
NSIM
582
North Star Investment Management
Illinois
$83.3K -$1.92K -74 -2%
FRA
583
Front Row Advisors
California
$79K – – –
FCT
584
First Community Trust
Iowa
$78K – – –
CIM
585
Contravisory Investment Management
Massachusetts
$71.8K -$7.72K -298 -10%
RIA
586
Realta Investment Advisors
Delaware
$66.2K +$104 +4 +0.2%
IRC
587
Investors Research Corp
Georgia
$64.9K – – –
CI
588
Cordant Inc
Oregon
$63K -$18K -696 -22%
SIC
589
SJS Investment Consulting
Ohio
$60.8K -$42.4K -1,638 -41%
ADL
590
Asset Dedication LLC
California
$59K -$33.6K -1,300 -36%
HS
591
Horan Securities
United States
$53.2K – – –
PMFA
592
Plante Moran Financial Advisors
Michigan
$51.4K +$45.9K +1,774 +845%
VCM
593
Vigilant Capital Management
Maine
$51K – – –
IWP
594
IAG Wealth Partners
Wisconsin
$50.2K +$50.2K +1,940 New
Rockefeller Capital Management
595
Rockefeller Capital Management
New York
$49K -$1.86K -72 -4%
SAM
596
S.A. Mason
Michigan
$45.1K – – –
Carson Wealth (CWM LLC)
597
Carson Wealth (CWM LLC)
Nebraska
$40K -$21.2K -818 -35%
CCP
598
Clarkston Capital Partners
Michigan
$37.7K +$2.9K +112 +8%
PFA
599
Pathway Financial Advisers
Indiana
$37.4K +$37.4K +1,446 New
TF
600
Tompkins Financial
New York
$37K -$39.3K -1,500 -52%
22 23
24
25 26