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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
$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 %
REMPR
776
Roof Eidam Maycock Peralta (REMP)
California
– -$202K -6,658 Closed
CSWG
777
Cardinal Strategic Wealth Guidance
Kentucky
– -$162K -5,340 Closed
HDIM
778
Hanson & Doremus Investment Management
Vermont
– -$159K -5,240 Closed
ADL
779
Asset Dedication LLC
California
– -$106K -3,472 Closed
WC
780
Westwind Capital
New Mexico
– -$71K -2,330 Closed
ZB
781
Zions Bancorporation
Utah
– -$65K -2,138 Closed
HA
782
Herold Advisors
New York
– -$59.1K -1,946 Closed
Jones Financial Companies
783
Jones Financial Companies
Missouri
– -$53K -1,750 Closed
SBL
784
Sargent Bickham Lagudis
Colorado
– -$53K -1,748 Closed
SQA
785
Simon Quick Advisors
New Jersey
– -$48K -1,590 Closed
SLWA
786
San Luis Wealth Advisors
California
– -$46K -1,460 Closed
LSA
787
Lansing Street Advisors
Pennsylvania
– -$34K -1,134 Closed
CIBC Private Wealth Group
788
CIBC Private Wealth Group
Georgia
– -$33K -1,088 Closed
FFWM
789
Future Financial Wealth Management
Ohio
– -$23K -750 Closed
FFA
790
Freedman Financial Associates
Massachusetts
– -$18K -612 Closed
FAG
791
Fortitude Advisory Group
Washington
– -$14K -474 Closed
GTAM
792
Global Trust Asset Management
Florida
– -$12K -398 Closed
BWFA
793
Baltimore-Washington Financial Advisors
Maryland
– -$567K -392 Closed
OHWP
794
Oak Harbor Wealth Partners
North Carolina
– -$10K -326 Closed
MAM
795
Meeder Asset Management
Ohio
– -$9K -300 Closed
RFWA
796
RPg Family Wealth Advisory
Massachusetts
– -$7.59K -250 Closed
BHWM
797
Bay Harbor Wealth Management
Maryland
– -$4K -126 Closed
BFG
798
Baron Financial Group
New Jersey
– -$3.58K -118 Closed
TWM
799
Tradition Wealth Management
Minnesota
– -$3K -108 Closed
AA
800
Addison Advisors
Vermont
– -$3K -86 Closed
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