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

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.41B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$6.86M
3
Jane Street
3
Jane Street
New York
$30M
4
QCM
4
Quadratic Capital Management
Connecticut
$1.32B
5
FWM
5
Focused Wealth Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
51
Scarborough Advisors
Maryland
$23.6M +$1.35M +48,536 +6%
MIS
52
Morningstar Investment Services
Illinois
$23M -$14.4M -513,760 -38%
WCWM
53
Wooster Corthell Wealth Management
Connecticut
$22M -$4.67M -167,292 -17%
PFA
54
Pure Financial Advisors
California
$21.9M +$880K +31,542 +4%
CFD
55
Creative Financial Designs
Indiana
$21.6M +$3.25M +116,366 +18%
State Street
56
State Street
Massachusetts
$21.2M +$6.45M +231,262 +44%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$21.1M +$982K +35,184 +5%
CWA
58
Carolina Wealth Advisors
South Carolina
$21.1M +$1.28M +45,984 +6%
WCM
59
Wealthcare Capital Management
Virginia
$20.5M +$8.77M +314,314 +75%
AWM
60
AE Wealth Management
Kansas
$20.2M -$252K -9,032 -1%
Cerity Partners
61
Cerity Partners
New York
$19.8M +$13.1M +471,272 +197%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$19.3M -$4.8M -172,064 -20%
AIP
63
Almanack Investment Partners
Pennsylvania
$19.1M -$2.14M -76,532 -10%
D
64
Diversified
Delaware
$18.8M +$18.5M +664,390 +5,920%
NL
65
Navalign LLC
California
$18.8M +$3.26M +116,916 +21%
FM
66
Foster & Motley
Ohio
$18.4M +$985K +35,288 +6%
RJA
67
Raymond James & Associates
Florida
$17.8M -$1.24M -44,276 -6%
MFGP
68
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.6M +$1.27M +45,516 +8%
Financial Engines Advisors
69
Financial Engines Advisors
California
$17.3M -$857K -30,724 -5%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$17.2M -$12.1M -433,546 -41%
AFA
71
American Financial Advisors
Georgia
$17M -$202K -7,234 -1%
MML Investors Services
72
MML Investors Services
Massachusetts
$16.8M -$1.94M -69,434 -10%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$16.6M -$2.31M -82,966 -12%
Stifel Financial
74
Stifel Financial
Missouri
$16.4M -$4.47M -160,340 -21%
CCFCSB
75
Cape Cod Five Cents Savings Bank
Massachusetts
$16.4M -$3.61M -129,488 -18%
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