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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 %
TF
651
Tompkins Financial
New York
$17K – – –
IWP
652
IAG Wealth Partners
Wisconsin
$16K – – –
BW
653
Bison Wealth
Georgia
$14K -$24.1K -864 -63%
SIS
654
Sound Income Strategies
Florida
$14K +$5.3K +184 +61%
AWM
655
Activest Wealth Management
Florida
$14K +$14K +508 New
VWM
656
Valley Wealth Managers
New Jersey
$14K +$14K +514 New
TAM
657
Townsend Asset Management
North Carolina
$14K +$14K +516 New
RDIA
658
RE Dickinson Investment Advisors
Iowa
$14K +$481 +17,222 +4%
SIAP
659
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K – – –
PO
660
Private Ocean
California
$12K -$90.7K -3,402 -88%
OAJ
661
Ogorek Anthony Joseph
New York
$11K +$257 +10 +2%
BWM
662
Baystate Wealth Management
Massachusetts
$10K -$8.62K -312 -46%
GWMIA
663
Global Wealth Management Investment Advisory
Florida
$9K -$31K -1,108 -77%
SSB
664
Sandy Spring Bank
Maryland
$9K -$2.86K -106 -24%
DI
665
Disciplined Investments
Oklahoma
$8K – – –
TVWM
666
Tower View Wealth Management
Wisconsin
$8K +$8K +278 New
FMP
667
Financial Management Professionals
Texas
$7K -$2.33K -86 -25%
SFG
668
Steward Financial Group
Texas
$7K +$7K +270 New
Northern Trust
669
Northern Trust
Illinois
$7K +$7K +24,864 New
OSAM
670
O'Shaughnessy Asset Management
Connecticut
$6K -$214 -8 -3%
GWM
671
Geneos Wealth Management
Colorado
$5K -$10.7K -392 -68%
CA
672
Clearstead Advisors
Ohio
$5K -$7.62K -250 -60%
HFS
673
Hantz Financial Services
Michigan
$5K -$3.75K -144 -43%
HCM
674
Horrell Capital Management
Arkansas
$5K – – –
TCWA
675
Ten Capital Wealth Advisors
Washington
$5K – – –
25 26
27
28 29