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Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$257M
2
LGWM
2
Litman Gregory Wealth Management
California
$53.6M
3
Temasek Holdings
3
Temasek Holdings
Singapore
$37M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$33.8M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$526M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$353M
2
SWG
2
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
3
Jane Street
New York
$0
4
GP
4
Greenline Partners
New York
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
701
Transform Wealth
Colorado
– -$205K -7,642 Closed
NDSI
702
Newman Dignan & Sheerar Inc
Rhode Island
– -$202K -7,524 Closed
EAM
703
Empirical Asset Management
Massachusetts
– -$200K -7,468 Closed
MFG
704
Monumental Financial Group
Maryland
– -$117K -4,354 Closed
CF
705
Centaurus Financial
California
– -$111K -4,152 Closed
FCA
706
Fortis Capital Advisors
Kansas
– -$97.7K -3,646 Closed
CCP
707
Carmel Capital Partners
California
– -$85.5K -3,190 Closed
HT
708
Headlands Technologies
Illinois
– -$64.3K -2,398 Closed
HS
709
Horan Securities
United States
– -$55.3K -2,062 Closed
BCMIO
710
Beacon Capital Management Inc (Ohio)
Ohio
– -$34.7K -1,296 Closed
APC
711
Aspire Private Capital
North Carolina
– -$34.7K -1,294 Closed
GWS
712
Glassman Wealth Services
Virginia
– -$29.8K -1,112 Closed
FA
713
Faithward Advisors
Pennsylvania
– -$25.4K -950 Closed
GCWM
714
Graham Capital Wealth Management
District of Columbia
– -$205K -764 Closed
MAWA
715
Moss Adams Wealth Advisors
Washington
– -$17K -636 Closed
PH
716
Pinnacle Holdings
Oklahoma
– -$10.8K -404 Closed
IWP
717
IAG Wealth Partners
Wisconsin
– -$6.43K -240 Closed
TCWA
718
Ten Capital Wealth Advisors
Washington
– -$4.5K -168 Closed
KHC
719
Koesten Hirschmann & Crabtree
Kansas
– -$2.9K -108 Closed
SIS
720
Strategic Investment Solutions
Illinois
– -$2.41K -90 Closed
TWA
721
TCI Wealth Advisors
Arizona
– -$2.02K -76 Closed
ME
722
McIlrath & Eck
Washington
– -$1.45K -54 Closed
S
723
SignatureFD
Georgia
– -$1.29K -48 Closed
BHWM
724
Beaird Harris Wealth Management
Texas
– -$697 -26 Closed
WPWM
725
Western Pacific Wealth Management
Illinois
– -$375 -14 Closed
26 27 28
29
30