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Schwab US TIPS ETF
SCHP

Overview Fund Activity

693 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 306 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-20
Holders Change %
-2.81%
% of All Funds
11.98%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.16%
New
70
Increased
230
Reduced
306
Closed
83
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$216M
2
Jane Street
Jane Street
New York
$131M
3
CSIA
Charles Schwab Investment Advisory
California
$2.34B
4
PCA
Personal Capital Advisors
California
$403M
5
Principal Financial Group
Principal Financial Group
Iowa
$36.9M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
$958M
2
Temasek Holdings
Temasek Holdings
Singapore
$345M
3
Morgan Stanley
Morgan Stanley
New York
$27.2M
4
CW
Connectus Wealth
Ohio
$8.66M
5
UBS Group
UBS Group
Switzerland
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
701
Crown Wealth Group
North Carolina
– -$1.53M -54,804 Closed
WCM
702
Washburn Capital Management
Florida
– -$1.45M -51,842 Closed
XF
703
XML Financial
Maryland
– -$1.33M -47,608 Closed
KFS
704
Kaizen Financial Strategies
California
– -$1.3M -46,516 Closed
OBWG
705
Onyx Bridge Wealth Group
New York
– -$1.14M -40,244 Closed
MSWMA
706
Market Street Wealth Management Advisors
Indiana
– -$707K -25,328 Closed
KCPG
707
Kavar Capital Partners Group
Kansas
– -$697K -24,972 Closed
MWM
708
Maripau Wealth Management
Indiana
– -$610K -21,252 Closed
CPP
709
Capasso Planning Partners
South Carolina
– -$574K -20,560 Closed
AWA
710
Aaron Wealth Advisors
Illinois
– -$572K -20,516 Closed
SIA
711
Strategic Investment Advisors
Michigan
– -$566K -20,292 Closed
IC
712
Innealta Capital
Texas
– -$523K -18,738 Closed
CAAS
713
Capital Asset Advisory Services
Michigan
– -$504K -18,060 Closed
PCMC
714
Private Capital Management (Colorado)
Colorado
– -$544K -17,926 Closed
SS
715
Simplicity Solutions
Minnesota
– -$448K -16,072 Closed
TCWM
716
Total Clarity Wealth Management
Illinois
– -$447K -16,008 Closed
SCM
717
Stonehearth Capital Management
Massachusetts
– -$424K -15,284 Closed
BB
718
Busey Bank
Illinois
– -$387K -13,872 Closed
PWM
719
Perigon Wealth Management
California
– -$383K -13,730 Closed
SBH
720
Segall Bryant & Hamill
Illinois
– -$377K -13,552 Closed
T
721
TRUADVICE
Florida
– -$367K -12,868 Closed
MCM
722
Mengis Capital Management
Oregon
– -$355K -12,750 Closed
SFPG
723
Stonebridge Financial Planning Group
Florida
– -$345K -12,380 Closed
BS
724
Boenning & Scattergood
Pennsylvania
– -$317K -11,358 Closed
GP
725
Girard Partners
Pennsylvania
– -$302K -10,850 Closed
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