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Schwab US TIPS ETF
SCHP

Overview Fund Activity

693 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 306 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-20
Holders Change %
-2.81%
% of All Funds
11.98%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.16%
New
70
Increased
230
Reduced
306
Closed
83
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$216M
2
Jane Street
Jane Street
New York
$131M
3
CSIA
Charles Schwab Investment Advisory
California
$2.34B
4
PCA
Personal Capital Advisors
California
$403M
5
Principal Financial Group
Principal Financial Group
Iowa
$36.9M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
$958M
2
Temasek Holdings
Temasek Holdings
Singapore
$345M
3
Morgan Stanley
Morgan Stanley
New York
$27.2M
4
CW
Connectus Wealth
Ohio
$8.66M
5
UBS Group
UBS Group
Switzerland
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
676
Hazlett, Burt & Watson
West Virginia
$2K +$2K +58 New
LTI
677
Laffer Tengler Investments
Tennessee
$1.7K – – –
HWP
678
Highline Wealth Partners
California
$1.38K +$1.38K +54 New
TFA
679
Transamerica Financial Advisors
Florida
$1K -$2.81K -90 -74%
CAL
680
Capital Analysts LLC
Pennsylvania
$1K – – –
BHWM
681
Beaird Harris Wealth Management
Texas
$1K – – –
TC
682
Truvestments Capital
Florida
$1K – – –
EA
683
Evolution Advisers
Virginia
$1K – – –
FCT
684
First Community Trust
Iowa
$1K – – –
LC
685
Lindbrook Capital
California
$1K +$1K +20 New
NG
686
NWK Group
California
$1K +$1K +36 New
MOS
687
MGO One Seven
Ohio
$573 -$341 -13,162 -37%
NDSI
688
Newman Dignan & Sheerar Inc
Rhode Island
$286 +$3 +102 +0.9%
FGAM
689
Financial Gravity Asset Management
Texas
$256 +$118 +96 +86%
Bank of Montreal
690
Bank of Montreal
Ontario, Canada
$233 +$211 +7,786 +954%
AIP
691
Almanack Investment Partners
Pennsylvania
– -$19.1M -686,152 Closed
GFG
692
Greystone Financial Group
Michigan
– -$9.39M -336,674 Closed
CIAS
693
CFS Investment Advisory Services
New Jersey
– -$6.86M -245,842 Closed
OWA
694
One Wealth Advisors
California
– -$5.96M -213,644 Closed
VWA
695
Visionary Wealth Advisors
Illinois
– -$5.1M -182,864 Closed
BOC
696
Bull Oak Capital
California
– -$4.23M -151,660 Closed
Citadel Advisors
697
Citadel Advisors
Florida
– -$3.93M -140,714 Closed
PPW
698
Parcion Private Wealth
Washington
– -$3.3M -116,194 Closed
OPS
699
Orion Portfolio Solutions
Nebraska
– -$1.62M -57,958 Closed
PWM
700
Peterson Wealth Management
Nevada
– -$1.57M -56,230 Closed
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