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Schwab US TIPS ETF
SCHP

Overview Fund Activity

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K

Top Buyers

1
EW
Evoke Wealth
California
$208M
2
Morgan Stanley
Morgan Stanley
New York
$186M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$668M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$100M
5
Charles Schwab
Charles Schwab
California
$134M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.41B
2
CIAS
CFS Investment Advisory Services
New Jersey
$6.86M
3
Jane Street
Jane Street
New York
$30M
4
QCM
Quadratic Capital Management
Connecticut
$1.32B
5
FWM
Focused Wealth Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
676
Moisand Fitzgerald Tamayo
Florida
$5K +$5K +186 New
HCP
677
Hexagon Capital Partners
Arkansas
$5K +$5K +190 New
BIA
678
Bell Investment Advisors
California
$5K +$5K +196 New
FFA
679
Founders Financial Alliance
North Carolina
$4K – – –
CWP
680
Concord Wealth Partners
Virginia
$4K +$63 +2 +2%
TFA
681
Transamerica Financial Advisors
Florida
$4K +$4K +122 New
CP
682
Castleview Partners
Texas
$3.54K -$309 -14 -8%
MCC
683
Money Concepts Capital
Florida
$3K -$154K -5,238 -98%
WWM
684
Wagner Wealth Management
South Carolina
$3K -$2.89K -100 -49%
TFGT
685
TS Financial Group (TSFG)
Illinois
$3K – – –
SWA
686
SOA Wealth Advisors
New York
$3K +$105 +4 +4%
KFS
687
Kelly Financial Services
Massachusetts
$2.86K -$112 -4 -4%
SWA
688
Sutton Wealth Advisors
Florida
$2.23K – – –
TRCT
689
Tower Research Capital (TRC)
New York
$2K -$575K -19,560 -100%
TCM
690
Tradewinds Capital Management
Washington
$2K -$69.4K -2,430 -97%
SL
691
Savior LLC
Massachusetts
$2K -$31K -1,240 -94%
SCA
692
Stonebridge Capital Advisors
Minnesota
$2K -$7.06K -240 -78%
First Manhattan
693
First Manhattan
New York
$2K -$840 -42 -30%
CB
694
CNB Bank
Pennsylvania
$2K – – –
TWA
695
TCI Wealth Advisors
Arizona
$2K +$56 +2 +3%
JFA
696
JNBA Financial Advisors
Minnesota
$2K +$2K +54 New
LPWM
697
Lake Point Wealth Management
Texas
$2K +$2K +60 New
LTI
698
Laffer Tengler Investments
Tennessee
$1.79K +$56 +2 +3%
MI
699
Merk Investments
California
$1.47K +$1.47K +52,706 New
CFFP
700
Center for Financial Planning
Michigan
$1K – – –
26 27
28
29 30