SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

750 hedge funds and large institutions have $14.7B invested in Schwab US TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 312 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-14
Holders Change %
-1.83%
% of All Funds
11.87%
Holding in Top 10
80
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.79%
% of All Funds
1.27%
New
99
Increased
312
Reduced
258
Closed
103
Calls
$6.02M
Puts
$1.91M
Net Calls
+$4.11M
Net Calls Change
+$1.58M

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$395M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$556M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$61.1M
4
SL
4
Systelligence LLC
Minnesota
$34.7M
5
LGWM
5
Litman Gregory Wealth Management
California
$45.7M

Top Sellers

1
QCM
1
Quadratic Capital Management
Connecticut
$1.5B
2
Jane Street
2
Jane Street
New York
$142M
3
Citigroup
3
Citigroup
New York
$31M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$20.5M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
726
Kelly Financial Services
Massachusetts
$3.21K – – –
BCWM
727
Bartlett & Co Wealth Management
Ohio
$3.16K +$3.16K +104 New
TWM
728
Tradition Wealth Management
Minnesota
$3K -$9.61K -346 -76%
TFGT
729
TS Financial Group (TSFG)
Illinois
$3K – – –
BWL
730
Bogart Wealth LLC
Virginia
$3K +$55 +2 +2%
AA
731
Addison Advisors
Vermont
$3K +$3K +86 New
BC
732
Bartlett & Co
Ohio
$3K +$3K +104 New
SWA
733
SOA Wealth Advisors
New York
$3K +$2.89K +106 +2,650%
SWA
734
Sutton Wealth Advisors
Florida
$2.43K – – –
TWA
735
TCI Wealth Advisors
Arizona
$2K -$7.66K -268 -79%
CB
736
CNB Bank
Pennsylvania
$2K – – –
COCM
737
Charter Oak Capital Management
New Hampshire
$2K – – –
EPM
738
Elm Partners Management
Pennsylvania
$2K +$2K +52 New
LTI
739
Laffer Tengler Investments
Tennessee
$1.91K – – –
BHWM
740
Beaird Harris Wealth Management
Texas
$1K -$37.3K -820 -97%
LFA
741
Level Financial Advisors
New York
$1K -$2.22K -102 -69%
HPC
742
HM Payson & Co
Maine
$1K – – –
GWSG
743
GPS Wealth Strategies Group
Colorado
$1K +$500 +18 +100%
CFFP
744
Center for Financial Planning
Michigan
$1K +$1K +30 New
EA
745
Evolution Advisers
Virginia
$1K +$1K +52 New
NDSI
746
Newman Dignan & Sheerar Inc
Rhode Island
$329 +$7 +218 +2%
FGAM
747
Financial Gravity Asset Management
Texas
$249 -$17.9K -8,770 -99%
VOYA Investment Management
748
VOYA Investment Management
Georgia
– -$52.4M -1,665,558 Closed
FTUS
749
Flow Traders U.S.
New York
– -$31M -985,028 Closed
BOPW
750
Brandywine Oak Private Wealth
Pennsylvania
– -$19.9M -634,128 Closed
28 29
30
31 32