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Schwab US TIPS ETF
SCHP

Overview Fund Activity

693 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 306 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-20
Holders Change %
-2.81%
% of All Funds
11.98%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.16%
New
70
Increased
230
Reduced
306
Closed
83
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$216M
2
Jane Street
Jane Street
New York
$131M
3
CSIA
Charles Schwab Investment Advisory
California
$2.34B
4
PCA
Personal Capital Advisors
California
$403M
5
Principal Financial Group
Principal Financial Group
Iowa
$36.9M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
$958M
2
Temasek Holdings
Temasek Holdings
Singapore
$345M
3
Morgan Stanley
Morgan Stanley
New York
$27.2M
4
CW
Connectus Wealth
Ohio
$8.66M
5
UBS Group
UBS Group
Switzerland
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
601
Rice Partnership
Hawaii
$44K -$21.5K -822 -33%
PFA
602
Professional Financial Advisors
Nebraska
$44K -$14.4K -558 -25%
EIP
603
Ellis Investment Partners
Pennsylvania
$43K -$16.5K -646 -28%
CCP
604
Clarkston Capital Partners
Michigan
$35K – – –
PP
605
PrairieView Partners
Minnesota
$35K – – –
BBPWM
606
Blue Bell Private Wealth Management
Pennsylvania
$34K -$2.56K -100 -7%
AW
607
Avion Wealth
Texas
$31K -$28.5K -1,094 -48%
OLVIG
608
Oliver Lagore Vanvalin Investment Group
Michigan
$31K -$17.2K -670 -36%
IBOK
609
Independence Bank of Kentucky
Kentucky
$31K – – –
JFGIW
610
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K +$30K +1,146 New
WAM
611
Worth Asset Management
Texas
$29K -$365K -14,204 -93%
MCM
612
MV Capital Management
Maryland
$29K – – –
FCA
613
FinTrust Capital Advisors
South Carolina
$27K – – –
CWC
614
Carolinas Wealth Consulting
North Carolina
$26K -$4.12K -158 -14%
WFA
615
West Financial Advisors
Iowa
$26K -$2.2K -86 -8%
MW
616
Milestone Wealth
New York
$26K – – –
CT
617
Cambridge Trust
Massachusetts
$26K +$26K +990 New
CPA
618
Cardiff Park Advisors
California
$25K -$443K -17,232 -95%
ATC
619
Adirondack Trust Company
New York
$24K – – –
BWL
620
Bogart Wealth LLC
Virginia
$24K +$105 +4 +0.4%
TWP
621
TFO Wealth Partners
Ohio
$24K +$24K +920 New
SIC
622
Salem Investment Counselors
North Carolina
$22K +$476 +18 +2%
CDIA
623
Capital Directions Investment Advisors
Georgia
$21K -$23K -814 Closed
LWA
624
Lowe Wealth Advisors
Maryland
$20K – – –
PK
625
Pflug Koory
Nebraska
$20K – – –
23 24
25
26 27