We are live on ! Find out more
SCHP icon

Schwab US TIPS ETF

765 hedge funds and large institutions have $15.4B invested in Schwab US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 354 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $421K

306% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 47

148% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 143

28% more funds holding in top 10

Funds holding in top 10: 7495 (+21)

21% more funds holding

Funds holding: 633765 (+132)

3% more capital invested

Capital invested by funds: $15B → $15.4B (+$488M)

5.01% less ownership

Funds ownership: 151.04%146.03% (-5%)

Holders
765
Holders Change
+132
Holders Change %
+20.85%
% of All Funds
11.77%
Holding in Top 10
95
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.38%
% of All Funds
1.46%
New
191
Increased
354
Reduced
143
Closed
47
Calls
$2.94M
Puts
$421K
Net Calls
+$2.52M
Net Calls Change
+$558K
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
626
Good Life Advisors
Pennsylvania
$201K +$201K +6,398 New
CFGS
627
Concourse Financial Group Securities
Alabama
$196K +$166K +5,268 +545%
IAS
628
IMA Advisory Services
Colorado
$194K -$12.6K -400 -6%
CAAS
629
Capital Asset Advisory Services
Michigan
$170K +$159K +5,062 +1,414%
Bank of Montreal
630
Bank of Montreal
Ontario, Canada
$169K -$33.3K -1,056 -16%
QCG
631
Quadrant Capital Group
Ohio
$150K +$150K +4,764 New
FWP
632
FAS Wealth Partners
Kansas
$149K +$2.65K +84 +2%
VCM
633
Vigilant Capital Management
Maine
$138K -$6.3K -200 -4%
RK
634
Rather & Kittrell
Tennessee
$138K +$138K +4,384 New
CIM
635
Contravisory Investment Management
Massachusetts
$136K +$137K +4,338 New
BA
636
Ballast Advisors
Minnesota
$128K +$11.9K +378 +10%
PO
637
Private Ocean
California
$124K +$63 +2 +0.1%
AWM
638
Aspire Wealth Management
Massachusetts
$122K +$122K +3,868 New
SFM
639
Signet Financial Management
New Jersey
$120K +$120K +3,818 New
HR
640
Howe & Rusling
New York
$115K -$63.9K -2,030 -36%
MW
641
Milestone Wealth
New York
$103K +$104K +3,302 New
EVM
642
Eaton Vance Management
Massachusetts
$102K +$5.1K +162 +5%
RFA
643
Reilly Financial Advisors
California
$98K -$10.6K -338 -10%
FRA
644
Front Row Advisors
California
$96K +$6.3K +200 +7%
NSIM
645
North Star Investment Management
Illinois
$95K +$94.8K +3,012 New
FCT
646
First Community Trust
Iowa
$94.3K +$94.5K +3,000 New
GWM
647
Geneos Wealth Management
Colorado
$94K -$68.3K -2,170 -42%
Carson Wealth (CWM LLC)
648
Carson Wealth (CWM LLC)
Nebraska
$90K +$89.7K +2,850 New
IRC
649
Investors Research Corp
Georgia
$88K
EBA
650
Eagle Bay Advisors
New York
$80K

SCHP Hedge Fund Activity: Q4 2021 in Review

765 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q4 2021, worth a combined $15.4B — up 3.3% from $15B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new SCHP positions and 47 closed out — a net gain of 144 holders — while 354 added to existing stakes and 143 trimmed.

The largest buyer was Jane Street, adding an estimated $293M. The largest seller was Quadratic Capital Management, cutting an estimated $989M.

  • 765 institutional investors held Schwab US TIPS ETF (SCHP) as of Q4 2021, up from 633 in Q3 2021.
  • Funds reported $15.4B of Schwab US TIPS ETF stock for Q4 2021, up 3.3% quarter-over-quarter.
  • 191 funds opened new Schwab US TIPS ETF positions in Q4 2021 and 47 closed out, a net change of +144 holders.
  • The largest Schwab US TIPS ETF buyer in Q4 2021 was Jane Street, an estimated $293M added.
  • The largest Schwab US TIPS ETF seller in Q4 2021 was Quadratic Capital Management, an estimated $989M sold.

Based on aggregated 13F filings for Q4 2021.