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Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$632M
2
QCM
2
Quadratic Capital Management
Connecticut
$721M
3
NL
3
NEPC LLC
Massachusetts
$72.1M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$266M
5
EW
5
Evoke Wealth
California
$208M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$14.7M
2
RCA
2
Reitz Capital Advisors
Michigan
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.6M
4
Ameriprise
4
Ameriprise
Minnesota
$120M
5
Wells Fargo
5
Wells Fargo
California
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$25.3M +$533K +21,126 +2%
Jane Street
52
Jane Street
New York
$25.1M +$25.1M +992,430 New
Principal Financial Group
53
Principal Financial Group
Iowa
$24.8M -$4.67M -184,972 -16%
AA
54
Advisory Alpha
Michigan
$22M +$764K +30,246 +4%
JGCM
55
Joseph Group Capital Management
Ohio
$21.3M +$7.57M +299,726 +55%
WCWM
56
Wooster Corthell Wealth Management
Connecticut
$20.6M +$898K +35,572 +5%
SFS
57
Strategic Financial Services
New York
$19.5M -$420K -16,638 -2%
Osaic Holdings
58
Osaic Holdings
Arizona
$19.4M -$3.44M -136,274 -15%
MFGP
59
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.1M +$503K +19,932 +3%
NL
60
Navalign LLC
California
$18.4M +$475K +18,822 +3%
RJA
61
Raymond James & Associates
Florida
$18.2M +$900K +35,656 +5%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$18.2M -$598K -23,678 -3%
MWM
63
Modera Wealth Management
New Jersey
$18.1M +$83.2K +3,294 +0.5%
CWA
64
Carolina Wealth Advisors
South Carolina
$17.7M +$1.42M +56,250 +9%
Allianz Asset Management
65
Allianz Asset Management
Germany
$16.9M -$5.65M -223,800 -25%
LJAC
66
L.J. Altfest & Co
New York
$16.8M +$335K +13,288 +2%
FM
67
Foster & Motley
Ohio
$16.6M -$672K -26,624 -4%
Financial Engines Advisors
68
Financial Engines Advisors
California
$16.3M -$68.9K -2,728 -0.4%
WCWM
69
Willow Creek Wealth Management
California
$15.6M -$711K -28,168 -4%
HighTower Advisors
70
HighTower Advisors
Illinois
$15.6M +$2.7M +106,780 +21%
MIS
71
Morningstar Investment Services
Illinois
$14.9M -$132K -5,222 -0.9%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$14.8M -$1.87M -74,184 -11%
AMG
73
Asset Management Group
Connecticut
$14.8M +$447K +17,712 +3%
Wealthfront Advisers
74
Wealthfront Advisers
California
$14.7M -$38.9M -1,539,778 -73%
ML
75
McAdam LLC
Pennsylvania
$14.7M +$242K +9,580 +2%
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