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Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Cerity Partners
2
Cerity Partners
New York
$151M
3
Morgan Stanley
3
Morgan Stanley
New York
$85.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$227M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$46.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
QCM
3
Quadratic Capital Management
Connecticut
$629M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
701
Security Financial Services
Indiana
– -$268K -10,358 Closed
BFC
702
Blue Fin Capital
Rhode Island
– -$260K -10,030 Closed
SW
703
SteelPeak Wealth
California
– -$256K -9,900 Closed
TC
704
TownSquare Capital
Utah
– -$256K -9,886 Closed
GWM
705
Grand Wealth Management
Michigan
– -$256K -9,870 Closed
HWM
706
HB Wealth Management
Georgia
– -$240K -9,270 Closed
SAM
707
Seelaus Asset Management
New Jersey
– -$238K -9,204 Closed
MA
708
Modus Advisors
Minnesota
– -$236K -9,106 Closed
CFG
709
Cooper Financial Group
California
– -$233K -9,010 Closed
Baird Financial Group
710
Baird Financial Group
Wisconsin
– -$232K -8,932 Closed
SAM
711
Secure Asset Management
Michigan
– -$231K -8,930 Closed
SPAS
712
Spectrum Planning & Advisory Services
California
– -$229K -8,832 Closed
WFC
713
Western Financial Corp
California
– -$226K -8,718 Closed
PJSIMP
714
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$221K -8,550 Closed
MPW
715
MGO Private Wealth
California
– -$220K -8,486 Closed
OCM
716
One Capital Management
California
– -$217K -8,362 Closed
CIP
717
Capital Insight Partners
Arizona
– -$216K -8,348 Closed
IAP
718
Indie Asset Partners
Indiana
– -$215K -8,300 Closed
CPIG
719
Chicago Partners Investment Group
Illinois
– -$214K -8,140 Closed
BFG
720
Berger Financial Group
Minnesota
– -$210K -8,104 Closed
N
721
Natixis
France
– -$207K -8,012 Closed
GLA
722
Good Life Advisors
Pennsylvania
– -$207K -8,008 Closed
WDL
723
Well Done LLC
Michigan
– -$206K -7,972 Closed
MFG
724
Merit Financial Group
Georgia
– -$203K -7,838 Closed
ZIG
725
Zullo Investment Group
Pennsylvania
– -$196K -7,552 Closed
27 28
29
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