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Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Cerity Partners
2
Cerity Partners
New York
$151M
3
Morgan Stanley
3
Morgan Stanley
New York
$85.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$227M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$46.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
QCM
3
Quadratic Capital Management
Connecticut
$629M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
726
Comerica Securities
Michigan
– -$151K -5,812 Closed
PFBT
727
Parkside Financial Bank & Trust
Missouri
– -$144K -5,560 Closed
VNA
728
Valley National Advisers
Pennsylvania
– -$117K -4,470 Closed
EE
729
EWG Elevate
California
– -$112K -4,314 Closed
ACA
730
Aptus Capital Advisors
Alabama
– -$83.6K -3,228 Closed
RIA
731
Realta Investment Advisors
Delaware
– -$66.2K -2,556 Closed
PMFA
732
Plante Moran Financial Advisors
Michigan
– -$51.4K -1,984 Closed
Rockefeller Capital Management
733
Rockefeller Capital Management
New York
– -$49K -1,900 Closed
FCAS
734
First Command Advisory Services
Texas
– -$2K -1,304 Closed
SFC
735
SYM Financial Corp
Indiana
– -$26.5K -1,022 Closed
CPA
736
Cardiff Park Advisors
California
– -$25.7K -992 Closed
MCC
737
Money Concepts Capital
Florida
– -$25.4K -980 Closed
ATC
738
Adirondack Trust Company
New York
– -$23.8K -918 Closed
BAAM
739
Baker Avenue Asset Management
California
– -$17.9K -692 Closed
FA
740
Fortis Advisors
Pennsylvania
– -$15.4K -594 Closed
OLVIG
741
Oliver Lagore Vanvalin Investment Group
Michigan
– -$13K -502 Closed
PIP
742
Peachtree Investment Partners
Florida
– -$11.7K -452 Closed
OAJ
743
Ogorek Anthony Joseph
New York
– -$11K -446 Closed
HBW
744
Hazlett, Burt & Watson
West Virginia
– -$9K -322 Closed
SMA
745
Sage Mountain Advisors
Georgia
– -$8.29K -320 Closed
TVWM
746
Tower View Wealth Management
Wisconsin
– -$7K -278 Closed
RBC
747
Romano Brothers & Co
Illinois
– -$5.8K -224 Closed
PGAM
748
Princeton Global Asset Management
New Jersey
– -$6K -222 Closed
MSCM
749
McElhenny Sheffield Capital Management
Texas
– -$5.28K -204 Closed
BWM
750
BerganKDV Wealth Management
Minnesota
– -$2.9K -112 Closed
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