We are live on ! Find out more
SCHP icon

Schwab US TIPS ETF

765 hedge funds and large institutions have $15.4B invested in Schwab US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 354 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $421K

306% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 47

148% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 143

28% more funds holding in top 10

Funds holding in top 10: 7495 (+21)

21% more funds holding

Funds holding: 633765 (+132)

3% more capital invested

Capital invested by funds: $15B → $15.4B (+$488M)

5.01% less ownership

Funds ownership: 151.04%146.03% (-5%)

Holders
765
Holders Change
+132
Holders Change %
+20.85%
% of All Funds
11.77%
Holding in Top 10
95
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.38%
% of All Funds
1.46%
New
191
Increased
354
Reduced
143
Closed
47
Calls
$2.94M
Puts
$421K
Net Calls
+$2.52M
Net Calls Change
+$558K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
701
Baystate Wealth Management
Massachusetts
$21K +$189 +6 +0.9%
HFS
702
HBC Financial Services
Washington
$20K
SIC
703
Salem Investment Counselors
North Carolina
$20K +$882 +28 +5%
FCG
704
Financial Connections Group
California
$20K +$20.1K +638 New
FFA
705
Freedman Financial Associates
Massachusetts
$19K
Jones Financial Companies
706
Jones Financial Companies
Missouri
$19K +$19.3K +612 New
FHA
707
First Horizon Advisors
Tennessee
$18K
SPA
708
Shore Point Advisors
New Jersey
$18K +$18.1K +574 New
GWS
709
Glassman Wealth Services
Virginia
$17K +$14.7K +468 +632%
NFSG
710
Newbridge Financial Services Group
Florida
$15K -$9.38K -298 -38%
TWM
711
Tradition Wealth Management
Minnesota
$14K +$10.9K +346 +320%
OAJ
712
Ogorek Anthony Joseph
New York
$13K +$189 +6 +1%
FMP
713
Financial Management Professionals
Texas
$12K +$1.01K +32 +9%
MCC
714
Money Concepts Capital
Florida
$12K +$12K +382 New
GWANC
715
Guardian Wealth Advisors (North Carolina)
North Carolina
$12K +$12.5K +396 New
BIA
716
Bell Investment Advisors
California
$11K
CA
717
Clearstead Advisors
Ohio
$11K
FCMT
718
Founders Capital Management (Texas)
Texas
$11K +$126 +4 +1%
TWA
719
TCI Wealth Advisors
Arizona
$11K +$10.6K +338 New
LS
720
Leelyn Smith
Illinois
$10K +$2.52K +80 +34%
Barclays
721
Barclays
United Kingdom
$9K -$12.4M -394,250 -100%
DI
722
Disciplined Investments
Oklahoma
$9K
HFS
723
Hantz Financial Services
Michigan
$9K +$3.21K +102 +53%
FAG
724
Fortitude Advisory Group
Washington
$9K +$8.75K +278 New
CWAF
725
Core Wealth Advisors (Florida)
Florida
$8K

SCHP Hedge Fund Activity: Q4 2021 in Review

765 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q4 2021, worth a combined $15.4B — up 3.3% from $15B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new SCHP positions and 47 closed out — a net gain of 144 holders — while 354 added to existing stakes and 143 trimmed.

The largest buyer was Jane Street, adding an estimated $293M. The largest seller was Quadratic Capital Management, cutting an estimated $989M.

  • 765 institutional investors held Schwab US TIPS ETF (SCHP) as of Q4 2021, up from 633 in Q3 2021.
  • Funds reported $15.4B of Schwab US TIPS ETF stock for Q4 2021, up 3.3% quarter-over-quarter.
  • 191 funds opened new Schwab US TIPS ETF positions in Q4 2021 and 47 closed out, a net change of +144 holders.
  • The largest Schwab US TIPS ETF buyer in Q4 2021 was Jane Street, an estimated $293M added.
  • The largest Schwab US TIPS ETF seller in Q4 2021 was Quadratic Capital Management, an estimated $989M sold.

Based on aggregated 13F filings for Q4 2021.