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Schwab US TIPS ETF
SCHP

Overview Fund Activity

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K

Top Buyers

1
EW
Evoke Wealth
California
+$208M
2
Morgan Stanley
Morgan Stanley
New York
+$158M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$145M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$100M
5
Charles Schwab
Charles Schwab
California
+$55M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$3.02B
2
CIAS
CFS Investment Advisory Services
New Jersey
-$239M
3
Jane Street
Jane Street
New York
-$101M
4
QCM
Quadratic Capital Management
Connecticut
-$58.6M
5
FWM
Focused Wealth Management
New York
-$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
626
S.A. Mason
Michigan
$47K – – –
Carson Wealth (CWM LLC)
627
Carson Wealth (CWM LLC)
Nebraska
$45K -$10.4K -372 -19%
BBPWM
628
Blue Bell Private Wealth Management
Pennsylvania
$40K – – –
PP
629
PrairieView Partners
Minnesota
$38K – – –
S
630
SignatureFD
Georgia
$38K +$25.8K +918 +211%
CCP
631
Clarkston Capital Partners
Michigan
$37K -$2.2K -80 -6%
IBOK
632
Independence Bank of Kentucky
Kentucky
$33K – – –
MCM
633
MV Capital Management
Maryland
$32K – – –
CWC
634
Carolinas Wealth Consulting
North Carolina
$32K +$666 +24 +2%
KFI
635
Key Financial Inc
Pennsylvania
$32K +$11.9K +426 +59%
WFA
636
West Financial Advisors
Iowa
$31K – – –
FCA
637
FinTrust Capital Advisors
South Carolina
$29K +$2.05K +72 +8%
MW
638
Milestone Wealth
New York
$28K -$64.5K -2,302 -70%
RIM
639
Rockbridge Investment Management
New York
$27.1K -$369K -13,234 -93%
ATC
640
Adirondack Trust Company
New York
$26K – – –
BWL
641
Bogart Wealth LLC
Virginia
$25K +$22K +804 +731%
CDIA
642
Capital Directions Investment Advisors
Georgia
$23K – – –
SIC
643
Salem Investment Counselors
North Carolina
$23K +$4.41K +156 +24%
LWA
644
Lowe Wealth Advisors
Maryland
$22K – – –
RWA
645
RGT Wealth Advisors
Texas
$21K – – –
PK
646
Pflug Koory
Nebraska
$21K – – –
RA
647
Rise Advisors
New York
$21K +$21K +736 New
GI
648
Gradient Investments
Minnesota
$20K -$12.6K -442 -39%
NFSG
649
Newbridge Financial Services Group
Florida
$19K +$19K +674 New
FHA
650
First Horizon Advisors
Tennessee
$19K +$19K +702 New
24 25
26
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