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Schwab US TIPS ETF
SCHP

Overview Fund Activity

588 hedge funds and large institutions have $14.2B invested in Schwab US TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+48
Holders Change %
+8.89%
% of All Funds
10.27%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.13%
New
93
Increased
295
Reduced
125
Closed
39
Calls
$1.78M
Puts
$1.41M
Net Calls
+$362K
Net Calls Change
+$356K

Top Buyers

1
QCM
1
Quadratic Capital Management
Connecticut
$3.08B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$533M
3
Citigroup
3
Citigroup
New York
$83.7M
4
NC
4
NinePointTwo Capital
California
$107M
5
Prudential Financial
5
Prudential Financial
New Jersey
$40.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.67B
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$221M
3
BOPW
3
Brandywine Oak Private Wealth
Pennsylvania
$19.3M
4
MAM
4
Madison Asset Management
Wisconsin
$7.54M
5
BPB
5
Badgley, Phelps & Bell
Washington
$570K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWP
76
Keystone Wealth Partners
Arizona
$14M -$4.19K -134 -0%
MAM
77
Marotta Asset Management
Virginia
$13.9M -$3.66M -117,704 -21%
NL
78
Navalign LLC
California
$13.9M +$914K +29,262 +7%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$13.8M +$974K +31,160 +8%
ML
80
McAdam LLC
Pennsylvania
$13.6M +$2.43M +76,154 +22%
CWA
81
Carolina Wealth Advisors
South Carolina
$13.5M +$1.04M +33,294 +8%
SFPM
82
Sensible Financial Planning & Management
Massachusetts
$13.1M +$434K +13,872 +3%
SIS
83
SVB Investment Services
Utah
$12.9M +$1.21M +38,818 +10%
EFSCE
84
Enterprise Financial Services Corp (EFSC)
Missouri
$12.3M +$188K +6,022 +2%
SWM
85
SeaCrest Wealth Management
New York
$12.1M +$1.63M +52,014 +16%
PFM
86
Peak Financial Management
Massachusetts
$12M +$669K +21,420 +6%
GVAG
87
Great Valley Advisor Group
Delaware
$11.8M +$11.8M +375,980 New
MPM
88
Meritage Portfolio Management
Kansas
$11.6M +$648K +20,738 +6%
BCI
89
Brinker Capital Investments
Pennsylvania
$11.5M +$34.9K +1,118 +0.3%
AMG
90
Asset Management Group
Connecticut
$11.4M +$7.88K +252 +0.1%
ODG
91
O'Dell Group
Ohio
$11.4M +$931K +29,802 +9%
AWM
92
Avior Wealth Management
Nebraska
$11.1M +$1.11M +35,516 +11%
BlackRock
93
BlackRock
New York
$11M +$3.95M +126,396 +56%
CW
94
Connectus Wealth
Ohio
$11M +$347K +11,094 +3%
CM
95
Columbus Macro
Pennsylvania
$11M -$222K -7,092 -2%
RPG
96
Resource Planning Group
Georgia
$10.9M +$863K +27,600 +9%
AIM
97
Anchor Investment Management
South Carolina
$10.7M +$2.63M +84,146 +33%
BL
98
BFSG LLC
California
$10.5M +$166K +5,296 +2%
MFG
99
Monumental Financial Group
Maryland
$10.4M +$1.77M +56,790 +20%
AHSSHC
100
Adventist Health System Sunbelt Healthcare Corp
Florida
$10.4M +$71.6K +2,290 +0.7%
2 3
4
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