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Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$257M
2
LGWM
2
Litman Gregory Wealth Management
California
$53.6M
3
Temasek Holdings
3
Temasek Holdings
Singapore
$37M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$33.8M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$526M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$353M
2
SWG
2
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
3
Jane Street
New York
$0
4
GP
4
Greenline Partners
New York
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCWA
76
Pacific Capital Wealth Advisors
California
$13.9M -$11K -420 -0.1%
SPIA
77
Steward Partners Investment Advisory
New York
$13.9M +$2.1M +80,270 +18%
SFG
78
Sage Financial Group
Pennsylvania
$13.4M +$44.7K +1,706 +0.3%
HighTower Advisors
79
HighTower Advisors
Illinois
$13.4M +$6.11M +233,082 +84%
IWC
80
Integrated Wealth Concepts
Massachusetts
$13.3M +$9.91M +378,094 +294%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$13.3M -$603K -22,990 -4%
ARIS
82
Advanced Research Investment Solutions
California
$12.4M +$932K +35,544 +8%
HA
83
HC Advisors
Georgia
$12.3M +$956K +36,466 +8%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$12.2M +$4.07M +155,274 +50%
WFS
85
Walker Financial Services
Kentucky
$12M -$45K -1,718 -0.4%
PFM
86
Peak Financial Management
Massachusetts
$11.7M +$149K +5,672 +1%
MAM
87
Marotta Asset Management
Virginia
$11.5M +$11.5M +439,588 New
WCM
88
Wealthcare Capital Management
Virginia
$11.1M +$42.8K +1,634 +0.4%
FWM
89
Focused Wealth Management
New York
$10.6M +$139K +5,320 +1%
LOIP
90
Live Oak Investment Partners
Texas
$10.5M -$10.1M – –
AWM
91
AE Wealth Management
Kansas
$10.3M +$1.37M +52,290 +15%
CWAG
92
Carlsbad Wealth Advisory Group
California
$10.2M +$10.2M +389,062 New
AHSSHC
93
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.65M -$173K -6,600 -2%
MML Investors Services
94
MML Investors Services
Massachusetts
$9.64M -$7.73M -294,692 -44%
WMR
95
Wealth Management Resources
Rhode Island
$9.63M +$8.51M +324,092 +760%
RDIA
96
RE Dickinson Investment Advisors
Iowa
$9.49M -$127K -4,830 -1%
AWE
97
Avidian Wealth Enterprises
Texas
$9.37M -$1.21M -45,972 -11%
AFFA
98
ALM First Financial Advisors
Texas
$8.91M – – –
IF
99
IRON Financial
Illinois
$8.84M -$273K -10,430 -3%
KBFS
100
Kohmann Bosshard Financial Services
Ohio
$8.83M +$740K +28,226 +9%
2 3
4
5 6