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Schwab US TIPS ETF
SCHP

694 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 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $2.54M

2.05% less ownership

Funds ownership: 135.87% → 133.82% (-2%)

3% less funds holding

Funds holding: 715 → 694 (-21)

11% less capital invested

Capital invested by funds: $10.7B → $9.54B (-$1.14B)

13% less funds holding in top 10

Funds holding in top 10: 77 → 67 (-10)

17% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 84

25% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 306

Holders
694
Holders Change
-21
Holders Change %
-2.94%
% of All Funds
11.96%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.15%
New
70
Increased
230
Reduced
306
Closed
84
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$232M
2
Jane Street
Jane Street
New York
+$111M
3
CSIA
Charles Schwab Investment Advisory
California
+$111M
4
PCA
Personal Capital Advisors
California
+$51.3M
5
Principal Financial Group
Principal Financial Group
Iowa
+$39.6M

Top Sellers

Rank Fund Capital Flow
1
QCM
Quadratic Capital Management
Connecticut
-$284M
2
Temasek Holdings
Temasek Holdings
Singapore
-$191M
3
Morgan Stanley
Morgan Stanley
New York
-$156M
4
UBS Group
UBS Group
Switzerland
-$44.8M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$26.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
701
Peterson Wealth Management
Nevada
– -$1.57M -56,230 Closed
CWG
702
Crown Wealth Group
North Carolina
– -$1.53M -54,804 Closed
WCM
703
Washburn Capital Management
Florida
– -$1.45M -51,842 Closed
XF
704
XML Financial
Maryland
– -$1.33M -47,608 Closed
KFS
705
Kaizen Financial Strategies
California
– -$1.3M -46,516 Closed
OBWG
706
Onyx Bridge Wealth Group
New York
– -$1.14M -40,244 Closed
MSWMA
707
Market Street Wealth Management Advisors
Indiana
– -$707K -25,328 Closed
KCPG
708
Kavar Capital Partners Group
Kansas
– -$697K -24,972 Closed
MWM
709
Maripau Wealth Management
Indiana
– -$610K -21,252 Closed
CPP
710
Capasso Planning Partners
South Carolina
– -$574K -20,560 Closed
AWA
711
Aaron Wealth Advisors
Illinois
– -$572K -20,516 Closed
SIA
712
Strategic Investment Advisors
Michigan
– -$566K -20,292 Closed
IC
713
Innealta Capital
Texas
– -$523K -18,738 Closed
CAAS
714
Capital Asset Advisory Services
Michigan
– -$504K -18,060 Closed
PCMC
715
Private Capital Management (Colorado)
Colorado
– -$544K -17,926 Closed
SS
716
Simplicity Solutions
Minnesota
– -$448K -16,072 Closed
TCWM
717
Total Clarity Wealth Management
Illinois
– -$447K -16,008 Closed
SCM
718
Stonehearth Capital Management
Massachusetts
– -$424K -15,284 Closed
BB
719
Busey Bank
Illinois
– -$387K -13,872 Closed
IFG
720
Independent Financial Group
California
– -$386K -13,838 Closed
PWM
721
Perigon Wealth Management
California
– -$383K -13,730 Closed
SBH
722
Segall Bryant & Hamill
Illinois
– -$377K -13,552 Closed
T
723
TRUADVICE
Florida
– -$367K -12,868 Closed
MCM
724
Mengis Capital Management
Oregon
– -$355K -12,750 Closed
SFPG
725
Stonebridge Financial Planning Group
Florida
– -$345K -12,380 Closed
27 28
29
30 31

SCHP Hedge Fund Activity: Q3 2022 in Review

694 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q3 2022, worth a combined $9.54B — down 11% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SCHP and 70 opened new positions — a net loss of 14 holders — while 306 trimmed existing stakes and 230 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $232M. The largest seller was Quadratic Capital Management, cutting an estimated $284M.

  • 694 institutional investors held Schwab US TIPS ETF (SCHP) as of Q3 2022, down from 715 in Q2 2022.
  • Funds reported $9.54B of Schwab US TIPS ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 70 funds opened new Schwab US TIPS ETF positions in Q3 2022 and 84 closed out, a net change of -14 holders.
  • The largest Schwab US TIPS ETF buyer in Q3 2022 was Goldman Sachs, an estimated $232M added.
  • The largest Schwab US TIPS ETF seller in Q3 2022 was Quadratic Capital Management, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2022.