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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 %
RCM
651
Raleigh Capital Management
North Carolina
$59 – – –
KA
652
Kozak & Associates
Colorado
$52 +$52 +2 New
Jane Street
653
Jane Street
New York
– -$54.2M -2,022,170 Closed
GP
654
Greenline Partners
New York
– -$47.9M -1,787,290 Closed
WFI
655
West Family Investments
California
– -$9.43M -338,730 Closed
BCM
656
BlueCrest Capital Management
Jersey
– -$4.3M -160,568 Closed
BlackRock
657
BlackRock
New York
– -$3.96M -147,920 Closed
LWM
658
Liberty Wealth Management
California
– -$3.58M -136,400 Closed
Renaissance Technologies
659
Renaissance Technologies
New York
– -$2.99M -111,602 Closed
TSS
660
Two Sigma Securities
New York
– -$1.54M -57,622 Closed
EW
661
Enzi Wealth
Texas
– -$1.39M -52,254 Closed
AGA
662
Arkos Global Advisors
Texas
– -$1.37M -51,046 Closed
BIP
663
Blueprint Investment Partners
North Carolina
– -$1.33M -49,804 Closed
PCM
664
Penserra Capital Management
California
– -$1.11M -41,304 Closed
Millennium Management
665
Millennium Management
New York
– -$892K -33,296 Closed
CFG
666
Carr Financial Group
Massachusetts
– -$804K -29,984 Closed
PWM
667
PRW Wealth Management
Massachusetts
– -$675K -25,200 Closed
AWMNH
668
Arcadia Wealth Management (New Hampshire)
New Hampshire
– -$545K -20,344 Closed
AAS
669
Ameritas Advisory Services
Nebraska
– -$543K -20,254 Closed
RFG
670
RFP Financial Group
Georgia
– -$539K -20,094 Closed
AWA
671
Authentikos Wealth Advisory
California
– -$490K -18,904 Closed
BAM
672
Belpointe Asset Management
Nevada
– -$496K -18,520 Closed
GCA
673
Genesee Capital Advisors
New York
– -$463K -17,266 Closed
WAM
674
Worth Asset Management
Texas
– -$390K -14,554 Closed
BWA
675
Bordeaux Wealth Advisors
California
– -$380K -14,194 Closed
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27
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