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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
1
Evoke Wealth
California
$208M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$668M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$100M
5
Charles Schwab
5
Charles Schwab
California
$134M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.41B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$6.86M
3
Jane Street
3
Jane Street
New York
$30M
4
QCM
4
Quadratic Capital Management
Connecticut
$1.32B
5
FWM
5
Focused Wealth Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
76
Sage Financial Group
Pennsylvania
$15.6M -$4.39M -157,418 -22%
BlackRock
77
BlackRock
New York
$15.6M +$1.09M +39,212 +8%
ML
78
McAdam LLC
Pennsylvania
$15M -$1.46M -52,222 -9%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$15M +$1.6M +57,300 +12%
WMS
80
Wealth Management Solutions
Pennsylvania
$15M +$8.03M +287,784 +116%
PCWA
81
Pacific Capital Wealth Advisors
California
$14.7M +$3.04M +108,892 +26%
WANY
82
Wealthspire Advisors (New York)
New York
$13.9M +$4.22M +151,234 +44%
AMG
83
Asset Management Group
Connecticut
$13.7M +$599K +21,468 +5%
JGCM
84
Joseph Group Capital Management
Ohio
$12.7M +$880K +31,528 +7%
MAM
85
Marotta Asset Management
Virginia
$12.6M -$233K -8,274 -2%
AWM
86
Avior Wealth Management
Nebraska
$12.3M +$196K +7,020 +2%
PFM
87
Peak Financial Management
Massachusetts
$12.3M +$277K +9,926 +2%
VA
88
Valmark Advisers
Ohio
$12.3M +$4.96M +177,690 +68%
AHSSHC
89
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.6M +$2.73M +98,000 +31%
GVAG
90
Great Valley Advisor Group
Delaware
$11.5M +$213K +7,650 +2%
PAG
91
Private Advisor Group
New Jersey
$11.5M -$351K -12,580 -3%
OFP
92
OLIO Financial Planning
Virginia
$11.1M -$24.3K -870 -0.2%
MPM
93
Meritage Portfolio Management
Kansas
$11M -$310K -11,094 -3%
IHWM
94
Iron Horse Wealth Management
Iowa
$10.8M +$884K +31,682 +9%
VVP
95
Venture Visionary Partners
Ohio
$10.7M +$72.5K +2,598 +0.7%
SC
96
Savant Capital
Illinois
$10.6M +$1.08M +38,738 +11%
WCWM
97
Willow Creek Wealth Management
California
$10.5M +$1.53M +55,016 +17%
HGWM
98
Horst & Graben Wealth Management
Oregon
$10.5M +$3.64M +130,404 +53%
RCA
99
Reitz Capital Advisors
Michigan
$10.3M +$1.13M +40,550 +12%
IF
100
IRON Financial
Illinois
$10.3M -$569K -20,392 -5%
2 3
4
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