SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
$632M
2
QCM
Quadratic Capital Management
Connecticut
$721M
3
NL
NEPC LLC
Massachusetts
$72.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$266M
5
EW
Evoke Wealth
California
$208M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$14.7M
2
RCA
Reitz Capital Advisors
Michigan
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.6M
4
Ameriprise
Ameriprise
Minnesota
$120M
5
Wells Fargo
Wells Fargo
California
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
676
EP Wealth Advisors
California
– -$389K -5,650 Closed
BA
677
Bristlecone Advisors
Washington
– -$127K -4,860 Closed
NSIM
678
North Star Investment Management
Illinois
– -$85K -3,244 Closed
PFBT
679
Parkside Financial Bank & Trust
Missouri
– -$52.4K -2,000 Closed
PP
680
PrairieView Partners
Minnesota
– -$35K -1,352 Closed
FA
681
Fiduciary Alliance
South Carolina
– -$32.2K -1,230 Closed
2L
682
25 LLC
Missouri
– -$30.3K -1,156 Closed
BAAM
683
Baker Avenue Asset Management
California
– -$21.1K -806 Closed
AP
684
Arlington Partners
Alabama
– -$20.5K -782 Closed
CAS
685
Coppell Advisory Solutions
Texas
– -$15.7K -602 Closed
ODG
686
O'Dell Group
Ohio
– -$13.3K -506 Closed
AT
687
Avalon Trust
New Mexico
– -$13.1K -500 Closed
KM
688
Kalos Management
Georgia
– -$11.8K -450 Closed
ICM
689
Intrepid Capital Management
Florida
– -$9.18K -350 Closed
VF
690
VitalStone Financial
Texas
– -$8K -292 Closed
DI
691
Disciplined Investments
Oklahoma
– -$7.34K -280 Closed
VCM
692
Versant Capital Management
Arizona
– -$7.24K -276 Closed
GGI
693
Godsey & Gibb Inc
Virginia
– -$6.13K -234 Closed
BCPWM
694
Bradley & Co Private Wealth Management
Florida
– -$5.24K -200 Closed
CFO
695
CVA Family Office
Colorado
– -$4.19K -160 Closed
IGWM
696
ICA Group Wealth Management
Colorado
– -$2.94K -112 Closed
First Manhattan
697
First Manhattan
New York
– -$2.04K -78 Closed
WIM
698
WealthPlan Investment Management
Nebraska
– -$1.94K -74 Closed
CFFP
699
Center for Financial Planning
Michigan
– -$787 -30 Closed
EWP
700
Elevation Wealth Partners
California
– -$682 -26 Closed
25 26 27
28
29