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Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$257M
2
LGWM
2
Litman Gregory Wealth Management
California
$53.6M
3
Temasek Holdings
3
Temasek Holdings
Singapore
$37M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$33.8M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$526M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$353M
2
SWG
2
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
3
Jane Street
New York
$0
4
GP
4
Greenline Partners
New York
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
601
Financial Gravity Asset Management
Texas
$5.9K -$227 -4 -4%
AC
602
AlphaCore Capital
California
$5.35K +$682 +26 +15%
BCPWM
603
Bradley & Co Private Wealth Management
Florida
$5.24K +$5.24K +200 New
ADL
604
Asset Dedication LLC
California
$5K -$17.7K -688 -78%
HFS
605
Hantz Financial Services
Michigan
$5K – – –
BC
606
Belmont Capital
California
$4.51K – – –
CFO
607
CVA Family Office
Colorado
$4.19K – – –
CFB
608
Cullen/Frost Bankers
Texas
$4.09K – – –
AWA
609
Alaska Wealth Advisors
Alaska
$4.04K – – –
HCM
610
Horrell Capital Management
Arkansas
$4K – – –
KFS
611
Kelly Financial Services
Massachusetts
$3.93K +$52 +2 +1%
FFA
612
Founders Financial Alliance
North Carolina
$3.62K – – –
CWP
613
Concord Wealth Partners
Virginia
$3.51K +$52 +2 +2%
FHA
614
First Horizon Advisors
Tennessee
$3.5K -$15.3K -576 -81%
BNP Paribas Financial Markets
615
BNP Paribas Financial Markets
France
$3.46K – – –
BLC
616
Brown, Lisle/Cummings
Rhode Island
$3.46K – – –
BTI
617
Blue Trust Inc
Georgia
$3K -$4.03K -156 -57%
SWA
618
SOA Wealth Advisors
New York
$2.99K – – –
IGWM
619
ICA Group Wealth Management
Colorado
$2.94K +$2.41K +92 +460%
CSWM
620
Cassady Schiller Wealth Management
Ohio
$2.78K – – –
WWM
621
Wagner Wealth Management
South Carolina
$2.57K +$839 +32 +48%
GWMIA
622
Global Wealth Management Investment Advisory
Florida
$2.41K +$2.41K +92 New
SWA
623
Sutton Wealth Advisors
Florida
$2.1K – – –
ACM
624
Antonetti Capital Management
Florida
$2.1K – – –
JFGIW
625
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.05K +$2.05K +78 New
23 24
25
26 27