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Schwab US TIPS ETF
SCHP

Overview Fund Activity

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K

Top Buyers

1
EW
Evoke Wealth
California
$208M
2
Morgan Stanley
Morgan Stanley
New York
$186M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$668M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$100M
5
Charles Schwab
Charles Schwab
California
$134M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.41B
2
CIAS
CFS Investment Advisory Services
New Jersey
$6.86M
3
Jane Street
Jane Street
New York
$30M
4
QCM
Quadratic Capital Management
Connecticut
$1.32B
5
FWM
Focused Wealth Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
701
Beaird Harris Wealth Management
Texas
$1K – – –
CFFP
702
Center for Financial Planning
Michigan
$1K – – –
GWSG
703
GPS Wealth Strategies Group
Colorado
$1K +$53 +2 +6%
CAL
704
Capital Analysts LLC
Pennsylvania
$1K +$1K +26 New
TC
705
Truvestments Capital
Florida
$1K +$1K +46 New
NL
706
NVWM LLC
Pennsylvania
$1K +$1K +50 New
FGAM
707
Financial Gravity Asset Management
Texas
$229 -$20 -10 -8%
AR
708
Apeiron RIA
Texas
$187 +$72 +25,644 +62%
Bank of Montreal
709
Bank of Montreal
Ontario, Canada
$24 – – –
SL
710
Systelligence LLC
Minnesota
– -$34.7M -1,142,970 Closed
5L
711
55I LLC
Massachusetts
– -$17.6M -581,000 Closed
MIM
712
Morningstar Investment Management
Illinois
– -$12.5M -411,150 Closed
BNP Paribas Financial Markets
713
BNP Paribas Financial Markets
France
– -$9.48M -312,292 Closed
MWM
714
Merriman Wealth Management
Washington
– -$7.89M -259,988 Closed
TM
715
Titan Managers
Arizona
– -$7.17M -236,260 Closed
TC
716
Toews Corporation
New Jersey
– -$5.7M -187,728 Closed
SMG
717
Smart Money Group
Texas
– -$3.76M -123,686 Closed
CPFP
718
Clear Perspectives Financial Planning
Ohio
– -$3.5M -115,432 Closed
N
719
Natixis
France
– -$3.34M -109,942 Closed
QAM
720
Q3 Asset Management
Michigan
– -$2.67M -88,118 Closed
TSS
721
Two Sigma Securities
New York
– -$2.25M -73,944 Closed
FANJ
722
Financial Architects (New Jersey)
New Jersey
– -$2.24M -73,834 Closed
MA
723
MJP Associates
Connecticut
– -$1.52M -50,110 Closed
RWA
724
Redhawk Wealth Advisors
Minnesota
– -$1.34M -44,132 Closed
AWA
725
Arete Wealth Advisors
Illinois
– -$1.32M -43,504 Closed
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