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Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$632M
2
QCM
2
Quadratic Capital Management
Connecticut
$721M
3
NL
3
NEPC LLC
Massachusetts
$72.1M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$266M
5
EW
5
Evoke Wealth
California
$208M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$14.7M
2
RCA
2
Reitz Capital Advisors
Michigan
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.6M
4
Ameriprise
4
Ameriprise
Minnesota
$120M
5
Wells Fargo
5
Wells Fargo
California
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Avior Wealth Management
Nebraska
$14.5M +$635K +25,168 +5%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$13.8M -$3.37M -133,570 -20%
SFG
78
Sage Financial Group
Pennsylvania
$13.3M +$386K +15,302 +3%
WANY
79
Wealthspire Advisors (New York)
New York
$13.1M -$1.91M -75,596 -13%
SPIA
80
Steward Partners Investment Advisory
New York
$13M -$384K -15,218 -3%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$12.9M +$5.56M +220,180 +76%
AWM
82
AE Wealth Management
Kansas
$12.8M +$2.87M +113,654 +29%
PCWA
83
Pacific Capital Wealth Advisors
California
$12.6M -$834K -33,020 -6%
ARIS
84
Advanced Research Investment Solutions
California
$12.4M +$457K +18,092 +4%
PFM
85
Peak Financial Management
Massachusetts
$12.4M +$1.09M +43,136 +10%
WFS
86
Walker Financial Services
Kentucky
$11.9M +$352K +13,962 +3%
MAM
87
Marotta Asset Management
Virginia
$11.6M +$536K +21,226 +5%
HA
88
HC Advisors
Georgia
$11.2M -$567K -22,454 -5%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$10.6M -$2.15M -84,994 -17%
WMR
90
Wealth Management Resources
Rhode Island
$10.2M +$948K +37,544 +10%
AWE
91
Avidian Wealth Enterprises
Texas
$10.1M +$1.07M +42,296 +12%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$9.92M +$2.71M +107,346 +38%
LOIP
93
Live Oak Investment Partners
Texas
$9.89M -$10.5M – –
WCM
94
Wealthcare Capital Management
Virginia
$9.87M -$823K -32,606 -8%
AHSSHC
95
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.47M +$172K +6,800 +2%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$9.4M -$2.32M -91,908 -20%
RDIA
97
RE Dickinson Investment Advisors
Iowa
$9.33M +$192K +7,620 +2%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$9.16M +$2.45M +96,678 +36%
KBFS
99
Kohmann Bosshard Financial Services
Ohio
$9.06M +$558K +22,106 +7%
WFI
100
West Family Investments
California
$8.89M +$8.89M +338,730 New
2 3
4
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