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Schwab US TIPS ETF
SCHP

Overview Fund Activity

633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+45
Holders Change %
+7.65%
% of All Funds
11.12%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.3%
New
85
Increased
325
Reduced
135
Closed
29
Calls
$2.61M
Puts
$645K
Net Calls
+$1.96M
Net Calls Change
+$1.6M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.91B
2
Temasek Holdings
2
Temasek Holdings
Singapore
$237M
3
Ameriprise
3
Ameriprise
Minnesota
$211M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$52.2M
5
AWM
5
AE Wealth Management
Kansas
$51.5M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$52.5M
2
QCM
2
Quadratic Capital Management
Connecticut
$3B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
101
Monumental Financial Group
Maryland
$11.8M +$1.4M +44,714 +13%
RPG
102
Resource Planning Group
Georgia
$11.5M +$585K +18,684 +5%
CW
103
CreativeOne Wealth
Kansas
$11.1M +$1.69M +53,974 +18%
CW
104
Connectus Wealth
Ohio
$10.9M -$98.4K -3,144 -0.9%
CM
105
Columbus Macro
Pennsylvania
$10.8M -$230K -7,354 -2%
AWM
106
Altium Wealth Management
New York
$10.7M +$4.05M +129,406 +61%
RJA
107
Raymond James & Associates
Florida
$10.7M +$4.55M +145,426 +74%
BL
108
BFSG LLC
California
$10.6M +$127K +4,068 +1%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$10.6M +$1.72M +55,028 +19%
FF
110
Friedenthal Financial
New Jersey
$10.6M +$5.8M +185,514 +121%
WFI
111
West Family Investments
California
$10.5M +$10.5M +336,930 New
WT
112
Washington Trust
Rhode Island
$10.4M +$1M +32,008 +11%
AHSSHC
113
Adventist Health System Sunbelt Healthcare Corp
Florida
$10.4M -$25K -800 -0.2%
KBFS
114
Kohmann Bosshard Financial Services
Ohio
$10.3M +$528K +16,860 +5%
TCM
115
Tradewinds Capital Management
Washington
$10.3M +$4.04M +129,076 +65%
FA
116
FDx Advisors
Illinois
$10.2M -$21.4K -684 -0.2%
FSG
117
Financial Strategies Group
Michigan
$10.1M +$308K +9,834 +3%
AWE
118
Avidian Wealth Enterprises
Texas
$9.99M +$348K +11,130 +4%
PFA
119
Peak Financial Advisors
Colorado
$9.86M +$9.86M +314,968 New
Renaissance Technologies
120
Renaissance Technologies
New York
$9.58M -$14.3M -456,400 -60%
IF
121
IRON Financial
Illinois
$9.51M -$368K -11,762 -4%
CPFP
122
Clear Perspectives Financial Planning
Ohio
$9.49M +$487K +15,568 +5%
SC
123
Savant Capital
Illinois
$9.48M +$723K +23,090 +8%
ACG
124
Allen Capital Group
Nebraska
$9.13M +$955K +30,508 +12%
WANY
125
Wealthspire Advisors (New York)
New York
$8.97M -$194K -6,190 -2%
3 4
5
6 7