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Schwab US TIPS ETF
SCHP

694 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 306 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $2.54M

2.05% less ownership

Funds ownership: 135.87% → 133.82% (-2%)

3% less funds holding

Funds holding: 715 → 694 (-21)

11% less capital invested

Capital invested by funds: $10.7B → $9.54B (-$1.14B)

13% less funds holding in top 10

Funds holding in top 10: 77 → 67 (-10)

17% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 84

25% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 306

Holders
694
Holders Change
-21
Holders Change %
-2.94%
% of All Funds
11.96%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.15%
New
70
Increased
230
Reduced
306
Closed
84
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$232M
2
Jane Street
Jane Street
New York
+$111M
3
CSIA
Charles Schwab Investment Advisory
California
+$111M
4
PCA
Personal Capital Advisors
California
+$51.3M
5
Principal Financial Group
Principal Financial Group
Iowa
+$39.6M

Top Sellers

Rank Fund Capital Flow
1
QCM
Quadratic Capital Management
Connecticut
-$284M
2
Temasek Holdings
Temasek Holdings
Singapore
-$191M
3
Morgan Stanley
Morgan Stanley
New York
-$156M
4
UBS Group
UBS Group
Switzerland
-$44.8M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$26.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
651
Sound Income Strategies
Florida
$5K -$7.78K -280 -58%
MFT
652
Moisand Fitzgerald Tamayo
Florida
$5K – – –
PCA
653
Providence Capital Advisors
North Carolina
$5K +$5.39K +194 New
PMFA
654
Plante Moran Financial Advisors
Michigan
$5K +$5.84K +210 New
BIA
655
Bell Investment Advisors
California
$4K -$1.67K -60 -31%
FFA
656
Founders Financial Alliance
North Carolina
$4K – – –
HCM
657
Horrell Capital Management
Arkansas
$4K – – –
TCWA
658
Ten Capital Wealth Advisors
Washington
$4K – – –
BC
659
Belmont Capital
California
$4K +$4.78K +172 New
KFS
660
Kelly Financial Services
Massachusetts
$3.91K +$1.33K +48 +47%
BNP Paribas Financial Markets
661
BNP Paribas Financial Markets
France
$3.42K +$3.67K +132 New
BLC
662
Brown, Lisle/Cummings
Rhode Island
$3.42K +$3.67K +132 New
MCC
663
Money Concepts Capital
Florida
$3K – – –
WWMSC
664
Wagner Wealth Management (South Carolina)
South Carolina
$3K – – –
WPA
665
West Paces Advisors
Georgia
$2.44K +$2.61K +94 New
ACM
666
Absolute Capital Management
Pennsylvania
$2.3K +$2.45K +88 New
SWA
667
Sutton Wealth Advisors
Florida
$2.07K – – –
FMP
668
Financial Management Professionals
Texas
$2K -$5.56K -200 -78%
GWM
669
Geneos Wealth Management
Colorado
$2K -$2.33K -84 -46%
First Manhattan
670
First Manhattan
New York
$2K -$612 -22 -22%
SWA
671
SOA Wealth Advisors
New York
$2K – – –
TRCT
672
Tower Research Capital (TRC)
New York
$2K – – –
TWA
673
TCI Wealth Advisors
Arizona
$2K +$56 +2 +3%
GWSG
674
GPS Wealth Strategies Group
Colorado
$2K +$612 +22 +58%
CFFP
675
Center for Financial Planning
Michigan
$2K +$1.28K +46 +153%
25 26
27
28 29

SCHP Hedge Fund Activity: Q3 2022 in Review

694 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q3 2022, worth a combined $9.54B — down 11% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SCHP and 70 opened new positions — a net loss of 14 holders — while 306 trimmed existing stakes and 230 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $232M. The largest seller was Quadratic Capital Management, cutting an estimated $284M.

  • 694 institutional investors held Schwab US TIPS ETF (SCHP) as of Q3 2022, down from 715 in Q2 2022.
  • Funds reported $9.54B of Schwab US TIPS ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 70 funds opened new Schwab US TIPS ETF positions in Q3 2022 and 84 closed out, a net change of -14 holders.
  • The largest Schwab US TIPS ETF buyer in Q3 2022 was Goldman Sachs, an estimated $232M added.
  • The largest Schwab US TIPS ETF seller in Q3 2022 was Quadratic Capital Management, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2022.