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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 %
Osaic Holdings
51
Osaic Holdings
Arizona
$23.7M -$3.36M -128,378 -12%
Allianz Asset Management
52
Allianz Asset Management
Germany
$23.4M +$2.63M +100,200 +13%
AssetMark Inc
53
AssetMark Inc
California
$23.2M -$324K -12,360 -1%
AA
54
Advisory Alpha
Michigan
$22M +$753K +28,712 +4%
SFS
55
Strategic Financial Services
New York
$20.4M +$256K +9,876 +1%
WCWM
56
Wooster Corthell Wealth Management
Connecticut
$20.4M +$12.6K +482 +0.1%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$19.5M -$609K -23,236 -3%
MFGP
58
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.3M +$303K +11,574 +2%
MWM
59
Modera Wealth Management
New Jersey
$18.7M +$18.7M +714,160 New
NL
60
Navalign LLC
California
$18.7M +$1.13M +43,228 +6%
FM
61
Foster & Motley
Ohio
$18M +$1M +38,304 +6%
RJA
62
Raymond James & Associates
Florida
$17.9M +$1.7M +64,896 +10%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$17.8M -$2.09M -79,826 -11%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$17.3M -$801K -30,538 -4%
LJAC
65
L.J. Altfest & Co
New York
$17.1M +$286K +10,916 +2%
Financial Engines Advisors
66
Financial Engines Advisors
California
$17M +$584K +22,260 +4%
WCWM
67
Willow Creek Wealth Management
California
$17M +$755K +28,782 +5%
CWA
68
Carolina Wealth Advisors
South Carolina
$16.9M +$237K +9,022 +1%
CCFCSB
69
Cape Cod Five Cents Savings Bank
Massachusetts
$15.8M +$699K +26,678 +5%
WANY
70
Wealthspire Advisors (New York)
New York
$15.5M +$65.6K +2,502 +0.4%
MIS
71
Morningstar Investment Services
Illinois
$15.5M -$4.77M -182,304 -24%
ML
72
McAdam LLC
Pennsylvania
$15M +$874K +33,324 +6%
AMG
73
Asset Management Group
Connecticut
$14.9M +$8.44K +322 +0.1%
AWM
74
Avior Wealth Management
Nebraska
$14.4M +$577K +22,002 +4%
JGCM
75
Joseph Group Capital Management
Ohio
$14.2M +$173K +6,594 +1%
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