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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 %
WWM
576
Wagner Wealth Management
South Carolina
$4.05K +$1.57K +62 +63%
HCM
577
Horrell Capital Management
Arkansas
$4K – – –
M
578
MOTCO
Texas
$3.99K +$3.99K +158 New
CFB
579
Cullen/Frost Bankers
Texas
$3.94K – – –
KFS
580
Kelly Financial Services
Massachusetts
$3.82K +$50 +2 +1%
FFA
581
Founders Financial Alliance
North Carolina
$3.48K – – –
CWP
582
Concord Wealth Partners
Virginia
$3.41K +$50 +2 +1%
FHA
583
First Horizon Advisors
Tennessee
$3.41K +$51 +2 +2%
BNP Paribas Financial Markets
584
BNP Paribas Financial Markets
France
$3.33K – – –
BLC
585
Brown, Lisle/Cummings
Rhode Island
$3.33K – – –
TAM
586
Tucker Asset Management
Colorado
$3.33K +$3.33K +132 New
BTI
587
Blue Trust Inc
Georgia
$3K – – –
SWA
588
SOA Wealth Advisors
New York
$2.88K – – –
AWA
589
Alaska Wealth Advisors
Alaska
$2.78K -$1.11K -44 -29%
CSWM
590
Cassady Schiller Wealth Management
Ohio
$2.68K – – –
BlackRock
591
BlackRock
New York
$2.63K +$2.63K +104 New
SWA
592
Sutton Wealth Advisors
Florida
$2.02K – – –
ACM
593
Antonetti Capital Management
Florida
$2.02K – – –
WTC
594
WhitTier Trust Company
Nevada
$1.97K +$101 +4 +5%
SCA
595
Stonebridge Capital Advisors
Minnesota
$1.67K – – –
DFA
596
DHJJ Financial Advisors
Illinois
$1.58K +$1.58K +62 New
TRCT
597
Tower Research Capital (TRC)
New York
$1.57K -$180K -7,126 -99%
AA
598
Addison Advisors
Vermont
$1.26K +$152 +6 +14%
EW
599
Element Wealth
Mississippi
$1.26K +$1.26K +50 New
CSC
600
Caldwell Sutter Capital
California
$1.16K +$1.16K +46 New
22 23
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