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Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Cerity Partners
2
Cerity Partners
New York
$151M
3
Morgan Stanley
3
Morgan Stanley
New York
$85.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$227M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$46.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
QCM
3
Quadratic Capital Management
Connecticut
$629M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$14.2M 528,872 -8,386 -2%
AWM
77
Avior Wealth Management
Nebraska
$14.1M 526,258 +24,466 +5%
SFG
78
Sage Financial Group
Pennsylvania
$13.7M 510,540 +466 +0.1%
WFS
79
Walker Financial Services
Kentucky
$12.3M 460,138 – –
SPIA
80
Steward Partners Investment Advisory
New York
$12M 449,126 +75,814 +20%
PFM
81
Peak Financial Management
Massachusetts
$11.8M 441,836 +6,510 +1%
ARIS
82
Advanced Research Investment Solutions
California
$11.8M 438,638 +127,336 +41%
HA
83
HC Advisors
Georgia
$11.6M 431,192 +184,314 +75%
WCM
84
Wealthcare Capital Management
Virginia
$11.3M 421,990 +53,594 +15%
AWE
85
Avidian Wealth Enterprises
Texas
$10.8M 403,580 +167,322 +71%
FWM
86
Focused Wealth Management
New York
$10.7M 400,182 -662,038 -62%
LOIP
87
Live Oak Investment Partners
Texas
– – – –
AHSSHC
88
Adventist Health System Sunbelt Healthcare Corp
Florida
$10M 374,800 -188,400 -33%
RDIA
89
RE Dickinson Investment Advisors
Iowa
$9.83M 366,658 -126,350 -26%
G
90
GenTrust
Florida
$9.75M 363,664 +430 +0.1%
WFI
91
West Family Investments
California
$9.43M 338,730 – –
AIM
92
Anchor Investment Management
South Carolina
$9.33M 348,218 +2,092 +0.6%
IF
93
IRON Financial
Illinois
$9.31M 347,474 -2,440 -0.7%
AWM
94
AE Wealth Management
Kansas
$9.16M 341,812 -498,838 -59%
AFFA
95
ALM First Financial Advisors
Texas
$9.11M 340,000 – –
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$8.95M 333,800 -100,092 -23%
SIAG
97
Signet Investment Advisory Group
Rhode Island
$8.74M 326,234 +14,632 +5%
IHWM
98
Iron Horse Wealth Management
Iowa
$8.36M 311,962 +16,824 +6%
Stifel Financial
99
Stifel Financial
Missouri
$8.31M 310,016 -44,176 -12%
KBFS
100
Kohmann Bosshard Financial Services
Ohio
$8.29M 308,692 +12,574 +4%
2 3
4
5 6