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Schwab US TIPS ETF
SCHP

Overview Fund Activity

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M

Top Buyers

1
JRP
1
Jasper Ridge Partners
California
$132M
2
Cerity Partners
2
Cerity Partners
New York
$164M
3
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$103M
4
Morgan Stanley
4
Morgan Stanley
New York
$160M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$65.3M

Top Sellers

1
EW
1
Evoke Wealth
California
$477K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$262M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$17.7M
4
Franklin Resources
4
Franklin Resources
California
$225M
5
NC
5
NinePointTwo Capital
California
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$12.3M -$3.76M -144,158 -23%
NA
77
Nottingham Advisors
New York
$12.2M +$12.2M +602,250 New
SPIA
78
Steward Partners Investment Advisory
New York
$12.1M -$1.35M -51,796 -10%
PFM
79
Peak Financial Management
Massachusetts
$12.1M -$747K -28,624 -6%
PCWA
80
Pacific Capital Wealth Advisors
California
$11.9M -$1.04M -39,890 -8%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$11.9M -$3.39M -130,046 -22%
PG
82
Proffitt & Goodson
Tennessee
$11.9M +$11.9M +454,786 New
MAM
83
Marotta Asset Management
Virginia
$11.8M -$260K -9,948 -2%
ERIM
84
Eagle Ridge Investment Management
Connecticut
$11.6M +$11.6M +444,568 New
WMR
85
Wealth Management Resources
Rhode Island
$11.6M +$1.04M +39,914 +10%
KBFS
86
Kohmann Bosshard Financial Services
Ohio
$11.6M +$2.19M +83,832 +23%
AWE
87
Avidian Wealth Enterprises
Texas
$11.1M +$637K +24,412 +6%
WFS
88
Walker Financial Services
Kentucky
$11M -$1.31M -50,140 -11%
AFS
89
Annapolis Financial Services
Maryland
$10.7M +$4.2M +160,930 +64%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$10.7M +$1.28M +49,142 +14%
WANY
91
Wealthspire Advisors (New York)
New York
$10.5M -$2.97M -113,780 -22%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$10.5M -$2.86M -109,502 -21%
GM
93
GeoWealth Management
Illinois
$9.93M +$7.37M +282,312 +287%
RDIA
94
RE Dickinson Investment Advisors
Iowa
$9.71M +$71.9K +2,754 +0.7%
Truist Financial
95
Truist Financial
North Carolina
$9.6M +$3.55M +136,118 +59%
AHSSHC
96
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.53M -$256K -9,800 -3%
WFI
97
West Family Investments
California
$9.19M – – –
ML
98
McAdam LLC
Pennsylvania
$9.18M -$6M -229,904 -40%
MWM
99
Modera Wealth Management
New Jersey
$9.12M -$9.6M -367,884 -51%
STA
100
Summit Trail Advisors
New York
$9.08M +$1.72M +65,818 +23%
2 3
4
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