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Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$257M
2
LGWM
2
Litman Gregory Wealth Management
California
$53.6M
3
Temasek Holdings
3
Temasek Holdings
Singapore
$37M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$33.8M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$526M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$353M
2
SWG
2
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
3
Jane Street
New York
$0
4
GP
4
Greenline Partners
New York
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
676
Wealth Advisory Solutions
Indiana
– -$367K -13,770 Closed
JWA
677
JFS Wealth Advisors
Pennsylvania
– -$365K -13,600 Closed
OL
678
Owen LaRue
Kentucky
– -$336K -12,942 Closed
CNWM
679
Clay Northam Wealth Management
California
– -$326K -12,148 Closed
SP
680
Successful Portfolios
Florida
– -$315K -11,742 Closed
TI
681
Trexquant Investment
Connecticut
– -$314K -11,708 Closed
NCMW
682
Northern Capital Management (Washington)
Washington
– -$309K -11,514 Closed
KF
683
Krilogy Financial
Missouri
– -$283K -10,544 Closed
FCA
684
FLC Capital Advisors
California
– -$262K -9,792 Closed
IW
685
Imprint Wealth
South Carolina
– -$257K -9,588 Closed
AWM
686
AAF Wealth Management
Massachusetts
– -$251K -9,358 Closed
DI
687
DFPG Investments
Utah
– -$251K -9,348 Closed
SGCA
688
Steel Grove Capital Advisors
Tennessee
– -$250K -9,332 Closed
MHR
689
Matthew Hamilton Rosenberg
– -$247K -9,212 Closed
WHCI
690
W.H. Cornerstone Investments
Massachusetts
– -$242K -9,044 Closed
OC
691
Oarsman Capital
Wisconsin
– -$240K -8,958 Closed
RA
692
RFG Advisory
Alabama
– -$239K -8,904 Closed
RRCM
693
Rappaport Reiches Capital Management
Illinois
– -$238K -8,862 Closed
WA
694
Wambolt & Associates
Colorado
– -$236K -8,808 Closed
RFG
695
Range Financial Group
Oregon
– -$228K -8,492 Closed
VRM
696
Vectors Research Management
New York
– -$217K -8,100 Closed
FVWA
697
Foster Victor Wealth Advisors
South Carolina
– -$215K -8,000 Closed
Verition Fund Management
698
Verition Fund Management
Connecticut
– -$213K -7,944 Closed
D
699
Diversified
Delaware
– -$209K -7,806 Closed
GC
700
Gratus Capital
Georgia
– -$205K -7,646 Closed
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