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Schwab US TIPS ETF
SCHP

Overview Fund Activity

633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+45
Holders Change %
+7.65%
% of All Funds
11.12%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.3%
New
85
Increased
325
Reduced
135
Closed
29
Calls
$2.61M
Puts
$645K
Net Calls
+$1.96M
Net Calls Change
+$1.6M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.91B
2
Temasek Holdings
2
Temasek Holdings
Singapore
$237M
3
Ameriprise
3
Ameriprise
Minnesota
$211M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$52.2M
5
AWM
5
AE Wealth Management
Kansas
$51.5M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$52.5M
2
QCM
2
Quadratic Capital Management
Connecticut
$3B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
76
AllGen Financial Advisors
Florida
$15.2M +$443K +14,170 +3%
KWP
77
Keystone Wealth Partners
Arizona
$14.9M +$846K +27,030 +6%
NL
78
Navalign LLC
California
$14.6M +$684K +21,868 +5%
SIS
79
SVB Investment Services
Utah
$14.5M +$1.61M +51,490 +13%
BlackRock
80
BlackRock
New York
$14.3M +$3.22M +102,998 +29%
CFD
81
Creative Financial Designs
Indiana
$14M +$3.76M +120,124 +37%
SFPM
82
Sensible Financial Planning & Management
Massachusetts
$14M +$873K +27,910 +7%
MAM
83
Marotta Asset Management
Virginia
$13.9M +$2.32K +74 +0%
WCM
84
Wealthcare Capital Management
Virginia
$13.9M -$865K -27,646 -6%
CWA
85
Carolina Wealth Advisors
South Carolina
$13.8M +$269K +8,582 +2%
AMG
86
Asset Management Group
Connecticut
$13.4M +$1.96M +62,500 +17%
SWM
87
SeaCrest Wealth Management
New York
$13.4M +$1.29M +41,080 +11%
5L
88
55I LLC
Massachusetts
$13.3M +$12.4M +395,178 +1,283%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$13.3M -$506K -16,158 -4%
EFSCE
90
Enterprise Financial Services Corp (EFSC)
Missouri
$12.7M +$446K +14,238 +4%
PFM
91
Peak Financial Management
Massachusetts
$12.4M +$417K +13,326 +3%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$12.4M +$3.37M +107,724 +37%
Barclays
93
Barclays
United Kingdom
$12.3M +$10.2M +326,024 +476%
AWM
94
Avior Wealth Management
Nebraska
$12.2M +$1.14M +36,588 +10%
ODG
95
O'Dell Group
Ohio
$12.1M +$726K +23,190 +6%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$12.1M +$3.4M +108,756 +39%
GVAG
97
Great Valley Advisor Group
Delaware
$12M +$282K +9,018 +2%
AIM
98
Anchor Investment Management
South Carolina
$12M +$1.28M +40,892 +12%
PCWA
99
Pacific Capital Wealth Advisors
California
$11.9M +$10.9M +349,544 +1,102%
MPM
100
Meritage Portfolio Management
Kansas
$11.9M +$199K +6,368 +2%
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4
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