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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 %
CWA
651
Clearview Wealth Advisors
Oregon
– -$249K -9,484 Closed
IWN
652
Independent Wealth Network
Iowa
– -$243K -9,288 Closed
GWM
653
GSB Wealth Management
Connecticut
– -$240K -9,166 Closed
WMWM
654
Whitaker-Myers Wealth Managers
Ohio
– -$230K -8,766 Closed
DPI
655
Diversified Portfolios Inc
Michigan
– -$229K -8,738 Closed
FMC
656
First Merchants Corp
Indiana
– -$229K -8,730 Closed
CWA
657
Clarity Wealth Advisors
California
– -$225K -8,592 Closed
FIC
658
Family Investment Center
Missouri
– -$223K -8,512 Closed
AG
659
Ascent Group
Virginia
– -$219K -8,452 Closed
T
660
TNF
Montana
– -$220K -8,406 Closed
KWM
661
Keebeck Wealth Management
Illinois
– -$214K -8,160 Closed
CWM
662
Cabot Wealth Management
Massachusetts
– -$213K -8,108 Closed
IWA
663
IVC Wealth Advisors
Pennsylvania
– -$212K -8,102 Closed
CRC
664
Curi RMB Capital
Illinois
– -$211K -8,056 Closed
AFG
665
Atomi Financial Group
New York
– -$209K -7,958 Closed
SCA
666
Stokes Capital Advisors
South Carolina
– -$207K -7,908 Closed
MCCP
667
Mission Creek Capital Partners
California
– -$206K -7,874 Closed
SHFP
668
Second Half Financial Partners
Florida
– -$203K -7,756 Closed
NB
669
NBT Bank
New York
– -$202K -7,716 Closed
VWA
670
V Wealth Advisors
Kansas
– -$202K -7,692 Closed
CFS
671
Cannon Financial Strategists
Georgia
– -$201K -7,676 Closed
PWM
672
PBMares Wealth Management
Virginia
– -$201K -7,674 Closed
JCM
673
Jacobsen Capital Management
Utah
– -$201K -7,654 Closed
HHRDM
674
H&H Retirement Design & Management
Nevada
– -$200K -7,638 Closed
LIA
675
LBMC Investment Advisors
Tennessee
– -$200K -7,634 Closed
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