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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AA
51
Advisory Alpha
Michigan
$21.7M 810,648 +26,622 +3%
Allianz Asset Management
52
Allianz Asset Management
Germany
$21.3M 794,200 -912,200 -53%
WCWM
53
Wooster Corthell Wealth Management
Connecticut
$20.9M 778,114 +2,708 +0.3%
SFS
54
Strategic Financial Services
New York
$20.9M 778,040 +1,830 +0.2%
MIS
55
Morningstar Investment Services
Illinois
$20.7M 775,168 -14,258 -2%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$20.5M 766,396 -33,128 -4%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$20.3M 758,706 -27,392 -3%
MFGP
58
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.4M 723,138 +59,680 +9%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$18.5M 690,580 -111,012 -14%
NL
60
Navalign LLC
California
$17.9M 668,456 +242,764 +57%
MML Investors Services
61
MML Investors Services
Massachusetts
$17.8M 662,304 -50,258 -7%
FM
62
Foster & Motley
Ohio
$17.4M 647,712 +42,576 +7%
LJAC
63
L.J. Altfest & Co
New York
$17.2M 640,670 +21,798 +4%
PFM
64
Parsec Financial Management
North Carolina
$17.2M 640,624 -14,134 -2%
CWA
65
Carolina Wealth Advisors
South Carolina
$17M 634,816 +48,586 +8%
Financial Engines Advisors
66
Financial Engines Advisors
California
$16.8M 625,282 +5,258 +0.8%
RJA
67
Raymond James & Associates
Florida
$16.6M 619,520 +241,320 +64%
WCWM
68
Willow Creek Wealth Management
California
$16.6M 618,736 +64,096 +12%
WANY
69
Wealthspire Advisors (New York)
New York
$15.8M 590,118 -18,902 -3%
CCFCSB
70
Cape Cod Five Cents Savings Bank
Massachusetts
$15.5M 576,776 +40,720 +8%
AMG
71
Asset Management Group
Connecticut
$15.2M 567,236 +17,314 +3%
ML
72
McAdam LLC
Pennsylvania
$14.4M 538,534 -37,198 -6%
JGCM
73
Joseph Group Capital Management
Ohio
$14.4M 536,784 +67,556 +14%
AFA
74
American Financial Advisors
Georgia
$14.3M 534,782 -42,092 -7%
PCWA
75
Pacific Capital Wealth Advisors
California
$14.2M 530,822 -12,108 -2%
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