SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M

Top Buyers

1
JRP
1
Jasper Ridge Partners
California
$132M
2
Cerity Partners
2
Cerity Partners
New York
$164M
3
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$103M
4
Morgan Stanley
4
Morgan Stanley
New York
$160M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$65.3M

Top Sellers

1
EW
1
Evoke Wealth
California
$477K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$262M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$17.7M
4
Franklin Resources
4
Franklin Resources
California
$225M
5
NC
5
NinePointTwo Capital
California
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
51
AssetMark Inc
California
$23.5M -$18.5M -707,178 -44%
AA
52
Advisory Alpha
Michigan
$23.1M +$402K +15,414 +2%
JGCM
53
Joseph Group Capital Management
Ohio
$22.4M +$415K +15,886 +2%
MFGP
54
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.5M -$180K -6,912 -0.9%
NL
55
Navalign LLC
California
$19.2M +$183K +6,994 +1%
WCWM
56
Wooster Corthell Wealth Management
Connecticut
$19.2M -$2.05M -78,522 -10%
WCWM
57
Willow Creek Wealth Management
California
$18.5M +$2.34M +89,532 +14%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$18.4M -$393K -15,042 -2%
CWA
59
Carolina Wealth Advisors
South Carolina
$18.4M +$91.3K +3,498 +0.5%
1832 Asset Management
60
1832 Asset Management
Ontario, Canada
$17.7M -$67.9M -2,601,414 -79%
Osaic Holdings
61
Osaic Holdings
Arizona
$17.2M -$2.95M -113,036 -15%
Financial Engines Advisors
62
Financial Engines Advisors
California
$17.1M +$274K +10,484 +2%
CCFCSB
63
Cape Cod Five Cents Savings Bank
Massachusetts
$17M -$16.4M -628,236 -49%
SLI
64
Sumitomo Life Insurance
Japan
$16.5M -$16.3M -626,200 -50%
AWM
65
Avior Wealth Management
Nebraska
$16.3M +$1.34M +51,328 +9%
RJA
66
Raymond James & Associates
Florida
$15.7M -$3.13M -120,020 -17%
FM
67
Foster & Motley
Ohio
$15.5M -$1.73M -66,392 -10%
AMG
68
Asset Management Group
Connecticut
$15.1M -$176K -6,730 -1%
Principal Financial Group
69
Principal Financial Group
Iowa
$14.4M -$11.2M -429,648 -44%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$14M -$276K -10,592 -2%
ARIS
71
Advanced Research Investment Solutions
California
$13.7M +$862K +33,040 +7%
AWM
72
AE Wealth Management
Kansas
$13M -$186K -7,164 -1%
SFG
73
Sage Financial Group
Pennsylvania
$13M -$794K -30,438 -6%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$12.8M +$2.58M +98,916 +25%
LJAC
75
L.J. Altfest & Co
New York
$12.4M -$4.93M -188,844 -28%
1 2
3
4 5