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Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Cerity Partners
2
Cerity Partners
New York
$151M
3
Morgan Stanley
3
Morgan Stanley
New York
$85.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$227M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$46.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
QCM
3
Quadratic Capital Management
Connecticut
$629M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BOSSRA
676
B.O.S.S. Retirement Advisors
Utah
– -$1.23M -47,418 Closed
CFP
677
Curran Financial Partners
South Carolina
– -$1.13M -43,712 Closed
TDWM
678
Topel & Distasi Wealth Management
California
– -$1.1M -42,306 Closed
OWA
679
One Wealth Advisors
California
– -$1.05M -40,520 Closed
TI
680
Truepoint Inc
Ohio
– -$935K -36,102 Closed
Koshinski Asset Management
681
Koshinski Asset Management
Illinois
– -$874K -33,738 Closed
CWM
682
Capital Wealth Management
Rhode Island
– -$852K -32,912 Closed
CWM
683
Centurion Wealth Management
Virginia
– -$825K -31,842 Closed
OC
684
Oppenheimer & Co
New York
– -$810K -31,278 Closed
WWG
685
West Wealth Group
California
– -$743K -28,710 Closed
SB
686
Strategic Blueprint
Georgia
– -$696K -26,878 Closed
WOSD
687
WFA of San Diego
California
– -$598K -23,094 Closed
BMD
688
Better Money Decisions
New Mexico
– -$592K -22,858 Closed
SWM
689
Sugarloaf Wealth Management
Georgia
– -$540K -20,858 Closed
HWM
690
Heirloom Wealth Management
Colorado
– -$484K -18,696 Closed
T
691
TCWP
Ohio
– -$484K -18,682 Closed
AR
692
Apeiron RIA
Texas
– -$478K -18,440 Closed
RT
693
Rockland Trust
Massachusetts
– -$464K -17,902 Closed
BTW
694
Boston Trust Walden
Massachusetts
– -$447K -17,260 Closed
MHB
695
Midwest Heritage Bank
Iowa
– -$362K -13,998 Closed
WS
696
Wedbush Securities
California
– -$355K -13,728 Closed
AAS
697
Asset Allocation Strategies
Michigan
– -$342K -13,200 Closed
PAS
698
Park Avenue Securities
New York
– -$304K -11,724 Closed
GM
699
GeoWealth Management
Illinois
– -$280K -10,798 Closed
KFS
700
Kaizen Financial Strategies
California
– -$275K -10,472 Closed
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