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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 %
EA
601
Evolution Advisers
Virginia
$1K -$130 -6 -12%
TFA
602
Transamerica Financial Advisors
Florida
$1K – – –
FMP
603
Financial Management Professionals
Texas
$1K – – –
CA
604
Centerpoint Advisors
Massachusetts
$1K – – –
CAL
605
Capital Analysts LLC
Pennsylvania
$1K +$519 +28 +108%
NG
606
NWK Group
California
$923 – – –
FCAS
607
First Command Advisory Services
Texas
$808 -$707 -28 -47%
GI
608
Gradient Investments
Minnesota
$757 +$404 +16 +114%
LC
609
Lindbrook Capital
California
$505 – – –
CCMI
610
Creative Capital Management Investments
California
$505 +$505 +20 New
BBHC
611
Brown Brothers Harriman & Co
New York
$505 +$505 +20 New
SMA
612
Sage Mountain Advisors
Georgia
$454 – – –
MFT
613
Moisand Fitzgerald Tamayo
Florida
$404 – – –
FGAM
614
Financial Gravity Asset Management
Texas
$205 -$2.46K -96 -92%
RCM
615
Raleigh Capital Management
North Carolina
$58 – – –
OSAM
616
O'Shaughnessy Asset Management
Connecticut
$50 +$50 +2 New
RCA
617
Reitz Capital Advisors
Michigan
– -$24M -661,620 Closed
SWG
618
Summit Wealth Group
Vermont
– -$5.5M -209,918 Closed
FTUS
619
Flow Traders U.S.
New York
– -$4.92M -187,670 Closed
NWM
620
NEIRG Wealth Management
Massachusetts
– -$4.06M -154,754 Closed
SI
621
Stephens Inc
Arkansas
– -$3.1M -118,178 Closed
PG
622
Prostatis Group
Maryland
– -$112K -109,346 Closed
EF
623
Empowered Funds
Pennsylvania
– -$2.01M -76,830 Closed
Qube Research & Technologies (QRT)
624
Qube Research & Technologies (QRT)
United Kingdom
– -$1.15M -43,940 Closed
ZF
625
Zhang Financial
Michigan
– -$1.07M -40,944 Closed
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