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Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
$632M
2
QCM
Quadratic Capital Management
Connecticut
$721M
3
NL
NEPC LLC
Massachusetts
$72.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$266M
5
EW
Evoke Wealth
California
$208M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$14.7M
2
RCA
Reitz Capital Advisors
Michigan
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.6M
4
Ameriprise
Ameriprise
Minnesota
$120M
5
Wells Fargo
Wells Fargo
California
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
626
Simplify Asset Management
Nevada
– -$1.07M -40,654 Closed
ATWA
627
Arbor Trust Wealth Advisors
Michigan
– -$793K -30,266 Closed
BCP
628
Blackhawk Capital Partners
Wisconsin
– -$714K -27,240 Closed
PA
629
Prossimo Advisors
California
– -$628K -23,956 Closed
AWP
630
Atlas Wealth Partners
Pennsylvania
– -$461K -17,598 Closed
OPWM
631
Oxinas Partners Wealth Management
Indiana
– -$455K -17,368 Closed
LNWWM
632
Laird Norton Wetherby Wealth Management
California
– -$451K -17,206 Closed
AL
633
ADE LLC
Maryland
– -$439K -16,754 Closed
LSA
634
Lion Street Advisors
Texas
– -$522K -16,566 Closed
BBA
635
Braun-Bostich & Associates
Pennsylvania
– -$421K -16,072 Closed
CFG
636
Citizens Financial Group
Rhode Island
– -$410K -15,652 Closed
FLPIM
637
F.L. Putnam Investment Management
Massachusetts
– -$389K -14,830 Closed
RI
638
Ridgewood Investments
New Jersey
– -$377K -14,400 Closed
BWP
639
Balboa Wealth Partners
Arizona
– -$349K -13,326 Closed
PD
640
Planning Directions
Pennsylvania
– -$335K -12,768 Closed
FSG
641
Financial Strategies Group
Michigan
– -$332K -12,658 Closed
IAA
642
Ironsides Asset Advisors
North Carolina
– -$325K -12,500 Closed
PFO
643
Pathstone Family Office
New Jersey
– -$328K -12,500 Closed
CA
644
Callahan Advisors
Texas
– -$322K -12,284 Closed
NW
645
NewEdge Wealth
Pennsylvania
– -$296K -11,276 Closed
SIC
646
Samalin Investment Counsel
New York
– -$295K -11,246 Closed
PFGIA
647
Patriot Financial Group Insurance Agency
Massachusetts
– -$285K -10,870 Closed
AWM
648
Accurate Wealth Management
Florida
– -$264K -10,114 Closed
Brown Advisory
649
Brown Advisory
Maryland
– -$260K -9,922 Closed
DADC
650
D.A. Davidson & Co
Montana
– -$252K -9,622 Closed
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