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Schwab US TIPS ETF
SCHP

Overview Fund Activity

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M

Top Buyers

1
JRP
Jasper Ridge Partners
California
$132M
2
Cerity Partners
Cerity Partners
New York
$164M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$103M
4
Morgan Stanley
Morgan Stanley
New York
$160M
5
Wealthfront Advisers
Wealthfront Advisers
California
$65.3M

Top Sellers

1
EW
Evoke Wealth
California
$477K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$262M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$17.7M
4
Franklin Resources
Franklin Resources
California
$225M
5
NC
NinePointTwo Capital
California
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
601
Baystate Wealth Management
Massachusetts
$9.49K – – –
AWM
602
Able Wealth Management
New Jersey
$9.08K +$9.08K +348 New
AW
603
Avion Wealth
Texas
$9K -$953 -36 -10%
PMFA
604
Plante Moran Financial Advisors
Michigan
$8.87K +$8.87K +340 New
RWPA
605
Richard W. Paul & Associates
Michigan
$8.82K – – –
CAM
606
Creekmur Asset Management
Illinois
$8.69K +$8.69K +332 New
NFSG
607
Newbridge Financial Services Group
Florida
$8.2K – – –
AIC
608
Archer Investment Corporation
Indiana
$7.62K – – –
SSB
609
Sandy Spring Bank
Maryland
$7.31K -$160K -6,148 -96%
DF
610
Dunhill Financial
United Kingdom
$6.84K +$6.84K +262 New
CPG
611
Cornerstone Planning Group
New Jersey
$6.68K -$1.41K -54 -17%
MSG
612
Main Street Group
Virginia
$6.08K +$6.08K +232 New
CPA
613
Cardiff Park Advisors
California
$5.64K +$5.64K +216 New
LOIP
614
Live Oak Investment Partners
Texas
$5.43K -$9.89M – –
Citadel Advisors
615
Citadel Advisors
Florida
$5.06K -$1.99M -76,348 -100%
HFS
616
Hantz Financial Services
Michigan
$5K -$208 -8 -4%
WWM
617
Wagner Wealth Management
South Carolina
$4.99K +$831 +32 +20%
AWM
618
Aspire Wealth Management
Massachusetts
$4.68K – – –
AC
619
AlphaCore Capital
California
$4.65K – – –
M
620
MOTCO
Texas
$4.65K +$522 +20 +13%
FHA
621
First Horizon Advisors
Tennessee
$4.56K +$1.05K +40 +30%
BCPWM
622
Bradley & Co Private Wealth Management
Florida
$4.28K +$4.28K +164 New
CFB
623
Cullen/Frost Bankers
Texas
$4.07K – – –
NFA
624
Northwest Financial Advisors
Virginia
$4.07K +$4.07K +156 New
HCM
625
Horrell Capital Management
Arkansas
$4K – – –
23 24
25
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