SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K

Top Buyers

1
EW
Evoke Wealth
California
$208M
2
Morgan Stanley
Morgan Stanley
New York
$186M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$668M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$100M
5
Charles Schwab
Charles Schwab
California
$134M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.41B
2
CIAS
CFS Investment Advisory Services
New Jersey
$6.86M
3
Jane Street
Jane Street
New York
$30M
4
QCM
Quadratic Capital Management
Connecticut
$1.32B
5
FWM
Focused Wealth Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
726
Qube Research & Technologies (QRT)
United Kingdom
– -$1.22M -40,052 Closed
HIP
727
HUB Investment Partners
Texas
– -$1.05M -34,544 Closed
CC
728
Callan Capital
California
– -$884K -29,128 Closed
KJWM
729
Kiley Juergens Wealth Management
Washington
– -$816K -26,872 Closed
Goldman Sachs
730
Goldman Sachs
New York
– -$782K -25,770 Closed
RFA
731
Resurgent Financial Advisors
Georgia
– -$665K -21,912 Closed
BCI
732
Brinker Capital Investments
Pennsylvania
– -$650K -21,410 Closed
MLM
733
Mount Lucas Management
Pennsylvania
– -$568K -18,722 Closed
AWM
734
Altium Wealth Management
New York
– -$546K -17,974 Closed
MC
735
Moors & Cabot
Massachusetts
– -$494K -16,288 Closed
MFG
736
MidWestOne Financial Group
Iowa
– -$468K -15,420 Closed
GCMG
737
Gyroscope Capital Management Group
Florida
– -$457K -15,066 Closed
PFM
738
Phillips Financial Management
Indiana
– -$451K -14,866 Closed
WA
739
WESPAC Advisors
California
– -$415K -13,684 Closed
SCA
740
Sage Capital Advisors
South Dakota
– -$389K -13,084 Closed
TWM
741
Thrive Wealth Management
Pennsylvania
– -$352K -11,610 Closed
CCG
742
Capital CS Group
California
– -$350K -11,538 Closed
WSTAM
743
Wilbanks Smith & Thomas Asset Management
Virginia
– -$302K -10,380 Closed
MWM
744
MBE Wealth Management
Wisconsin
– -$314K -10,336 Closed
Fisher Asset Management
745
Fisher Asset Management
Washington
– -$299K -9,860 Closed
KPWS
746
Kestra Private Wealth Services
Texas
– -$299K -9,842 Closed
KC
747
Kingfisher Capital
North Carolina
– -$298K -9,818 Closed
DBRC
748
D.B. Root & Company
Pennsylvania
– -$256K -8,454 Closed
IWA
749
IVC Wealth Advisors
Pennsylvania
– -$256K -8,446 Closed
EAM
750
Evanson Asset Management
California
– -$256K -8,428 Closed
28 29
30
31 32