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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
+$158M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$145M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$100M
5
Charles Schwab
Charles Schwab
California
+$55M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$3.02B
2
CIAS
CFS Investment Advisory Services
New Jersey
-$239M
3
Jane Street
Jane Street
New York
-$101M
4
QCM
Quadratic Capital Management
Connecticut
-$58.6M
5
FWM
Focused Wealth Management
New York
-$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
751
Blume Capital Management
California
– -$254K -8,374 Closed
UI
752
Unconventional Investor
New Hampshire
– -$254K -8,364 Closed
BPWM
753
Badgley Phelps Wealth Managers
Washington
– -$252K -8,312 Closed
RFN
754
RDA Financial Network
Iowa
– -$246K -8,120 Closed
PWM
755
Paulson Wealth Management
Illinois
– -$235K -7,758 Closed
AWM
756
Avaii Wealth Management
Wisconsin
– -$236K -7,754 Closed
CIC
757
Carnegie Investment Counsel
Ohio
– -$234K -7,704 Closed
FWIA
758
Fort Washington Investment Advisors
Ohio
– -$225K -7,418 Closed
QC
759
QCM Cayman
Texas
– -$225K -7,412 Closed
AP
760
Appleton Partners
Massachusetts
– -$223K -7,344 Closed
SF
761
Synovus Financial
Georgia
– -$223K -7,320 Closed
TI
762
Trexquant Investment
Connecticut
– -$222K -7,320 Closed
BWM
763
Birchcreek Wealth Management
Ohio
– -$222K -7,320 Closed
PIFP
764
Partners in Financial Planning
Virginia
– -$214K -7,222 Closed
BWP
765
BSW Wealth Partners
Colorado
– -$217K -7,150 Closed
SPI
766
Santori & Peters Inc
Pennsylvania
– -$215K -7,092 Closed
MWM
767
Modera Wealth Management
New Jersey
– -$214K -7,060 Closed
DP
768
DDD Partners
Washington
– -$213K -7,008 Closed
AWAG
769
ARS Wealth Advisors Group
Florida
– -$210K -6,926 Closed
PP
770
Patron Partners
Texas
– -$207K -6,838 Closed
NB
771
NBT Bank
New York
– -$207K -6,816 Closed
KCM
772
Kanawha Capital Management
Virginia
– -$205K -6,752 Closed
CL
773
Choreo LLC
Illinois
– -$204K -6,736 Closed
GWM
774
Gray Wealth Management
Maine
– -$203K -6,682 Closed
LMKC
775
L.M. Kohn & Company
Ohio
– -$203K -6,660 Closed
29 30
31
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