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Schwab US TIPS ETF
SCHP

Overview Fund Activity

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M

Top Buyers

1
JRP
Jasper Ridge Partners
California
$132M
2
Cerity Partners
Cerity Partners
New York
$164M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$103M
4
Morgan Stanley
Morgan Stanley
New York
$160M
5
Wealthfront Advisers
Wealthfront Advisers
California
$65.3M

Top Sellers

1
EW
Evoke Wealth
California
$477K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$262M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$17.7M
4
Franklin Resources
Franklin Resources
California
$225M
5
NC
NinePointTwo Capital
California
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
676
Merk Investments
California
– -$754K -29,882 Closed
OMC
677
Old Mission Capital
Illinois
– -$667K -26,416 Closed
AAS
678
Asset Allocation Strategies
Michigan
– -$580K -22,974 Closed
PA
679
PFG Advisors
Arizona
– -$563K -22,308 Closed
HF
680
HRT Financial
New York
– -$550K -21,794 Closed
Northern Trust
681
Northern Trust
Illinois
– -$533K -21,130 Closed
Lido Advisors
682
Lido Advisors
California
– -$518K -20,512 Closed
GDP
683
Great Diamond Partners
Maine
– -$492K -19,482 Closed
IC
684
IEQ Capital
California
– -$465K -18,424 Closed
KCPG
685
Kavar Capital Partners Group
Kansas
– -$455K -18,012 Closed
HI
686
Human Investing
Oregon
– -$450K -17,808 Closed
SG
687
StoneX Group
New York
– -$423K -16,770 Closed
WCM
688
Weik Capital Management
Pennsylvania
– -$415K -16,422 Closed
PCA
689
Pallas Capital Advisors
Massachusetts
– -$402K -16,044 Closed
SW
690
Simplicity Wealth
New Jersey
– -$399K -15,824 Closed
RC
691
Roundview Capital
New Jersey
– -$395K -15,662 Closed
CIC
692
Cutler Investment Counsel
Oregon
– -$379K -15,022 Closed
TSW
693
Thompson Siegel & Walmsley
Virginia
– -$353K -14,000 Closed
LWM
694
Laidlaw Wealth Management
New York
– -$337K -13,348 Closed
KFG
695
Kingdom Financial Group
Arizona
– -$335K -13,274 Closed
FFWA
696
FRG Family Wealth Advisors
Washington
– -$322K -12,750 Closed
OFA
697
Onyx Financial Advisors
Idaho
– -$297K -11,776 Closed
AFG
698
ABLE Financial Group
Arizona
– -$293K -11,616 Closed
SFC
699
Strategic Financial Concepts
Texas
– -$276K -10,940 Closed
HBCM
700
Heron Bay Capital Management
Michigan
– -$275K -10,912 Closed
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