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Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Cerity Partners
2
Cerity Partners
New York
$151M
3
Morgan Stanley
3
Morgan Stanley
New York
$85.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$227M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$46.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
QCM
3
Quadratic Capital Management
Connecticut
$629M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
651
ICA Group Wealth Management
Colorado
$536 +$536 +20 New
HPC
652
HM Payson & Co
Maine
$479 – – –
MFT
653
Moisand Fitzgerald Tamayo
Florida
$429 – – –
WPWM
654
Western Pacific Wealth Management
Illinois
$375 +$375 +14 New
CT
655
Cambridge Trust
Massachusetts
$322 – – –
GWSA
656
Global Wealth Strategies & Associates
Colorado
$268 +$268 +10 New
FGAM
657
Financial Gravity Asset Management
Texas
$220 +$8 +4 +4%
TCM
658
Tradewinds Capital Management
Washington
$215 -$651K -24,230 -100%
HWP
659
Highline Wealth Partners
California
$73 -$1.24K -34 -94%
RCM
660
Raleigh Capital Management
North Carolina
$60 – – –
Temasek Holdings
661
Temasek Holdings
Singapore
– -$345M -13,309,818 Closed
LGWM
662
Litman Gregory Wealth Management
California
– -$51.7M -1,994,736 Closed
M&T Bank
663
M&T Bank
New York
– -$49.9M -1,926,508 Closed
PPW
664
Pasadena Private Wealth
California
– -$9.1M -351,276 Closed
MAM
665
Madison Asset Management
Wisconsin
– -$7.07M -273,194 Closed
CWM
666
Curi Wealth Management
North Carolina
– -$3.55M -137,006 Closed
AWM
667
Adams Wealth Management
Utah
– -$2.37M -91,546 Closed
RFM
668
Royal Fund Management
Florida
– -$2.16M -83,320 Closed
HHRDM
669
H&H Retirement Design & Management
Nevada
– -$1.96M -74,434 Closed
FIM
670
Freedom Investment Management
Connecticut
– -$1.78M -68,902 Closed
VC
671
Vicus Capital
Pennsylvania
– -$1.65M -63,574 Closed
FRA
672
FFG Retirement Advisors
Colorado
– -$1.65M -63,544 Closed
HC
673
Hamilton Capital
Ohio
– -$1.5M -57,746 Closed
APW
674
Austin Private Wealth
Texas
– -$1.45M -56,150 Closed
RW
675
Regimen Wealth
Georgia
– -$1.45M -56,100 Closed
25 26
27
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