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Schwab US TIPS ETF
SCHP

Overview Fund Activity

750 hedge funds and large institutions have $14.7B invested in Schwab US TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 312 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-14
Holders Change %
-1.83%
% of All Funds
11.87%
Holding in Top 10
80
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.79%
% of All Funds
1.27%
New
99
Increased
312
Reduced
258
Closed
103
Calls
$6.02M
Puts
$1.91M
Net Calls
+$4.11M
Net Calls Change
+$1.58M

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$395M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$556M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$61.1M
4
SL
4
Systelligence LLC
Minnesota
$34.7M
5
LGWM
5
Litman Gregory Wealth Management
California
$45.7M

Top Sellers

1
QCM
1
Quadratic Capital Management
Connecticut
$1.5B
2
Jane Street
2
Jane Street
New York
$142M
3
Citigroup
3
Citigroup
New York
$31M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$20.5M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
626
Hanson & Doremus Investment Management
Vermont
$159K -$90.1K -2,968 -36%
QCG
627
Quadrant Capital Group
Ohio
$145K – – –
VCM
628
Vigilant Capital Management
Maine
$134K – – –
BA
629
Ballast Advisors
Minnesota
$129K +$5.81K +192 +5%
AWM
630
Aspire Wealth Management
Massachusetts
$124K +$6.44K +212 +5%
DHGWA
631
Dixon Hughes Goodman Wealth Advisors
North Carolina
$119K +$65.5K +2,150 +122%
PO
632
Private Ocean
California
$117K -$3.04K -100 -3%
ACM
633
Antonetti Capital Management
Florida
$112K -$669K -21,970 -86%
HR
634
Howe & Rusling
New York
$111K – – –
CFGS
635
Concourse Financial Group Securities
Alabama
$108K -$82.1K -2,692 -43%
ADL
636
Asset Dedication LLC
California
$106K +$40.3K +1,320 +61%
MW
637
Milestone Wealth
New York
$103K – – –
FWP
638
FAS Wealth Partners
Kansas
$101K -$42.8K -1,412 -30%
CIM
639
Contravisory Investment Management
Massachusetts
$93K -$38.4K -1,268 -29%
FRA
640
Front Row Advisors
California
$93K – – –
NSIM
641
North Star Investment Management
Illinois
$92K +$365 +12 +0.4%
FCT
642
First Community Trust
Iowa
$91K – – –
IRC
643
Investors Research Corp
Georgia
$85K – – –
HI
644
Hudock Inc
Pennsylvania
$77K +$241 +8 +0.3%
TCM
645
Tradewinds Capital Management
Washington
$76K -$27.5M -906,148 -100%
RP
646
Rice Partnership
Hawaii
$76K – – –
CIAS
647
CFS Investment Advisory Services
New Jersey
$73K +$71.7K +8,664,226 +5,512%
HS
648
Horan Securities
United States
$72K +$60 +2 +0.1%
WC
649
Westwind Capital
New Mexico
$71K +$3.35K +110 +5%
EIP
650
Ellis Investment Partners
Pennsylvania
$69K +$243 +8 +0.4%
24 25
26
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