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Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$257M
2
LGWM
2
Litman Gregory Wealth Management
California
$53.6M
3
Temasek Holdings
3
Temasek Holdings
Singapore
$37M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$33.8M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$526M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$353M
2
SWG
2
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
3
Jane Street
New York
$0
4
GP
4
Greenline Partners
New York
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
626
First Manhattan
New York
$2.04K – – –
WIM
627
WealthPlan Investment Management
Nebraska
$1.94K -$308K -11,740 -99%
WTC
628
WhitTier Trust Company
Nevada
$1.94K – – –
SCA
629
Stonebridge Capital Advisors
Minnesota
$1.73K – – –
GWM
630
Geneos Wealth Management
Colorado
$1.57K -$1.05K -40 -40%
FCAS
631
First Command Advisory Services
Texas
$1.57K +$1.57K +60 New
AA
632
Addison Advisors
Vermont
$1.15K -$2.2K -84 -66%
SFC
633
SYM Financial Corp
Indiana
$1.05K +$1.05K +40 New
EA
634
Evolution Advisers
Virginia
$1K -$154 -8 -13%
TFA
635
Transamerica Financial Advisors
Florida
$1K – – –
FMP
636
Financial Management Professionals
Texas
$1K – – –
CAL
637
Capital Analysts LLC
Pennsylvania
$1K – – –
CA
638
Centerpoint Advisors
Massachusetts
$1K +$1K +20 New
NG
639
NWK Group
California
$948 – – –
OLVIG
640
Oliver Lagore Vanvalin Investment Group
Michigan
$891 +$891 +34 New
CFFP
641
Center for Financial Planning
Michigan
$787 – – –
IPW
642
Impact Partnership Wealth
Georgia
$786 +$786 +30 New
EWP
643
Elevation Wealth Partners
California
$682 +$682 +26 New
LC
644
Lindbrook Capital
California
$524 – – –
HPC
645
HM Payson & Co
Maine
$473 – – –
SMA
646
Sage Mountain Advisors
Georgia
$472 +$472 +18 New
WAM
647
WFA Asset Management
Wisconsin
$425 -$164K -6,188 -100%
MFT
648
Moisand Fitzgerald Tamayo
Florida
$420 – – –
GI
649
Gradient Investments
Minnesota
$367 -$3.04K -116 -89%
HWP
650
Highline Wealth Partners
California
$72 – – –
24 25
26
27 28