SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M

Top Buyers

1
JRP
Jasper Ridge Partners
California
$132M
2
Cerity Partners
Cerity Partners
New York
$164M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$103M
4
Morgan Stanley
Morgan Stanley
New York
$160M
5
Wealthfront Advisers
Wealthfront Advisers
California
$65.3M

Top Sellers

1
EW
Evoke Wealth
California
$477K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$262M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$17.7M
4
Franklin Resources
Franklin Resources
California
$225M
5
NC
NinePointTwo Capital
California
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
651
Centerpoint Advisors
Massachusetts
$1K – – –
NG
652
NWK Group
California
$965 – – –
IPW
653
Impact Partnership Wealth
Georgia
$940 -$3.29K -126 -78%
NC
654
NewSquare Capital
Pennsylvania
$783 -$10.2K -390 -93%
PS
655
Planned Solutions
California
$783 +$783 +30 New
AFWM
656
Abich Financial Wealth Management
Virginia
$783 +$783 +30 New
FCAS
657
First Command Advisory Services
Texas
$626 -$209 -8 -25%
LC
658
Lindbrook Capital
California
$522 – – –
SMA
659
Sage Mountain Advisors
Georgia
$470 – – –
FGAM
660
Financial Gravity Asset Management
Texas
$419 +$210 +8 +100%
MFT
661
Moisand Fitzgerald Tamayo
Florida
$418 – – –
OLVIG
662
Oliver Lagore Vanvalin Investment Group
Michigan
$365 -$29.1K -1,118 -99%
OSAM
663
O'Shaughnessy Asset Management
Connecticut
$104 +$52 +2 +100%
NB
664
NBT Bank
New York
$104 +$104 +4 New
HWP
665
Highline Wealth Partners
California
$73 -$15.1K -414 -100%
HA
666
HC Advisors
Georgia
– -$11.2M -445,204 Closed
SFA
667
Souders Financial Advisors
Ohio
– -$6.9M -273,246 Closed
SFS
668
Solitude Financial Services
Virginia
– -$2.71M -107,204 Closed
GWP
669
Gateway Wealth Partners
Wisconsin
– -$2.65M -105,168 Closed
RSVP
670
Ramsay Stattman Vela & Price
Colorado
– -$1.76M -69,530 Closed
BCM
671
Brookstone Capital Management
Illinois
– -$1.69M -67,638 Closed
Susquehanna International Group
672
Susquehanna International Group
Pennsylvania
– -$1.5M -59,584 Closed
Legacy Financial Group (Iowa)
673
Legacy Financial Group (Iowa)
Iowa
– -$1.09M -43,314 Closed
CAM
674
Covenant Asset Management
New Jersey
– -$970K -38,440 Closed
Rockefeller Capital Management
675
Rockefeller Capital Management
New York
– -$950K -37,618 Closed
25 26
27
28 29