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Schwab US TIPS ETF
SCHP

765 hedge funds and large institutions have $15.4B invested in Schwab US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 354 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $421K

306% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 47

148% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 143

28% more funds holding in top 10

Funds holding in top 10: 74 → 95 (+21)

21% more funds holding

Funds holding: 633 → 765 (+132)

3% more capital invested

Capital invested by funds: $15B → $15.4B (+$488M)

5.01% less ownership

Funds ownership: 151.04% → 146.03% (-5%)

Holders
765
Holders Change
+132
Holders Change %
+20.85%
% of All Funds
11.77%
Holding in Top 10
95
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.38%
% of All Funds
1.46%
New
191
Increased
354
Reduced
143
Closed
47
Calls
$2.94M
Puts
$421K
Net Calls
+$2.52M
Net Calls Change
+$558K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$293M
2
CSIA
Charles Schwab Investment Advisory
California
+$226M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$106M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$31.2M
5
FTUS
Flow Traders U.S.
New York
+$31M

Top Sellers

Rank Fund Capital Flow
1
QCM
Quadratic Capital Management
Connecticut
-$989M
2
Temasek Holdings
Temasek Holdings
Singapore
-$53.3M
3
Wells Fargo
Wells Fargo
California
-$44.4M
4
Prudential Financial
Prudential Financial
New Jersey
-$40.1M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
726
Stonebridge Capital Advisors
Minnesota
$8K +$126 +4 +2%
BWM
727
BerganKDV Wealth Management
Minnesota
$7K -$31.6K -1,002 -81%
VCM
728
Versant Capital Management
Arizona
$7K – – –
JFA
729
JNBA Financial Advisors
Minnesota
$7K +$6.68K +212 New
FCB
730
First Command Bank
Texas
$6K – – –
FCFS
731
First Command Financial Services
Texas
$6K – – –
MFT
732
Moisand Fitzgerald Tamayo
Florida
$6K – – –
CFCI
733
Comprehensive Financial Consultants Institutional
Indiana
$6K +$6.99K +222 New
HCM
734
Horrell Capital Management
Arkansas
$5K – – –
LFA
735
Level Financial Advisors
New York
$5K +$4.66K +148 New
FFA
736
Founders Financial Alliance
North Carolina
$4K – – –
TFGT
737
TS Financial Group (TSFG)
Illinois
$4K – – –
CWP
738
Concord Wealth Partners
Virginia
$4K +$3.97K +126 New
BFG
739
Baron Financial Group
New Jersey
$3.71K – – –
KFS
740
Kelly Financial Services
Massachusetts
$3.31K +$63 +2 +2%
BWL
741
Bogart Wealth LLC
Virginia
$3K +$63 +2 +2%
HNWA
742
Henrickson Nauta Wealth Advisors
Michigan
$3K +$2.9K +92 New
AHIA
743
Andrew Hill Investment Advisors
Florida
$3K +$3.9K +124 New
SWA
744
Sutton Wealth Advisors
Florida
$2.52K – – –
SSB
745
Sandy Spring Bank
Maryland
$2K -$15.7K -498 -87%
COCM
746
Charter Oak Capital Management
New Hampshire
$2K – – –
WWMSC
747
Wagner Wealth Management (South Carolina)
South Carolina
$2K – – –
CB
748
CNB Bank
Pennsylvania
$2K +$1.83K +58 New
MBFW
749
Morton Brown Family Wealth
Pennsylvania
$2K +$1.89K +60 New
LTI
750
Laffer Tengler Investments
Tennessee
$1.97K +$63 +2 +3%
28 29
30
31 32

SCHP Hedge Fund Activity: Q4 2021 in Review

765 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q4 2021, worth a combined $15.4B — up 3.3% from $15B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new SCHP positions and 47 closed out — a net gain of 144 holders — while 354 added to existing stakes and 143 trimmed.

The largest buyer was Jane Street, adding an estimated $293M. The largest seller was Quadratic Capital Management, cutting an estimated $989M.

  • 765 institutional investors held Schwab US TIPS ETF (SCHP) as of Q4 2021, up from 633 in Q3 2021.
  • Funds reported $15.4B of Schwab US TIPS ETF stock for Q4 2021, up 3.3% quarter-over-quarter.
  • 191 funds opened new Schwab US TIPS ETF positions in Q4 2021 and 47 closed out, a net change of +144 holders.
  • The largest Schwab US TIPS ETF buyer in Q4 2021 was Jane Street, an estimated $293M added.
  • The largest Schwab US TIPS ETF seller in Q4 2021 was Quadratic Capital Management, an estimated $989M sold.

Based on aggregated 13F filings for Q4 2021.