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Schwab US TIPS ETF
SCHP

Overview Fund Activity

764 hedge funds and large institutions have $15.4B invested in Schwab US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 354 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+131
Holders Change %
+20.7%
% of All Funds
11.8%
Holding in Top 10
95
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.38%
% of All Funds
1.47%
New
190
Increased
354
Reduced
143
Closed
47
Calls
$2.94M
Puts
$421K
Net Calls
+$2.52M
Net Calls Change
+$558K

Top Buyers

1
Jane Street
1
Jane Street
New York
$310M
2
CSIA
2
Charles Schwab Investment Advisory
California
$6.16B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$158M
4
FTUS
4
Flow Traders U.S.
New York
$31M
5
LPL Financial
5
LPL Financial
California
$62.3M

Top Sellers

1
QCM
1
Quadratic Capital Management
Connecticut
$2.03B
2
Temasek Holdings
2
Temasek Holdings
Singapore
$185M
3
Wells Fargo
3
Wells Fargo
California
$119M
4
Prudential Financial
4
Prudential Financial
New Jersey
$681K
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
101
Almanack Investment Partners
Pennsylvania
$13.4M +$11.3M +358,850 +544%
UB
102
UMB Bank
Missouri
$13.2M +$13.2M +419,554 New
AFA
103
AllGen Financial Advisors
Florida
$13.2M -$2.1M -66,916 -14%
Bank of New York Mellon
104
Bank of New York Mellon
New York
$13.1M +$596K +18,956 +5%
OFP
105
OLIO Financial Planning
Virginia
$13M +$13M +414,698 New
ODG
106
O'Dell Group
Ohio
$12.9M +$683K +21,714 +6%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$12.8M +$4.5M +143,230 +54%
PFM
108
Peak Financial Management
Massachusetts
$12.7M +$231K +7,330 +2%
AA
109
ACT Advisors
North Carolina
$12.5M +$12.5M +398,920 New
PCWA
110
Pacific Capital Wealth Advisors
California
$12.5M +$548K +17,418 +5%
MPM
111
Meritage Portfolio Management
Kansas
$12.5M +$571K +18,166 +5%
AWM
112
Avior Wealth Management
Nebraska
$12.5M +$204K +6,488 +2%
JIP
113
JBJ Investment Partners
South Carolina
$12.5M -$3.48M -110,678 -22%
GVAG
114
Great Valley Advisor Group
Delaware
$12.5M +$345K +10,976 +3%
MFG
115
Monumental Financial Group
Maryland
$12.4M +$517K +16,434 +4%
WAM
116
WFA Asset Management
Wisconsin
$12.2M +$12.2M +386,588 New
LGWM
117
Litman Gregory Wealth Management
California
$12M +$7.69M +244,536 +177%
RPG
118
Resource Planning Group
Georgia
$12M +$472K +15,024 +4%
HGWM
119
Horst & Graben Wealth Management
Oregon
$11.8M +$7.3M +232,106 +163%
State Street
120
State Street
Massachusetts
$11.6M +$3.99M +127,030 +53%
BL
121
BFSG LLC
California
$11.3M +$626K +19,920 +6%
VVP
122
Venture Visionary Partners
Ohio
$11.3M +$2.71M +86,084 +32%
AWM
123
Altium Wealth Management
New York
$11.3M +$542K +17,236 +5%
KBFS
124
Kohmann Bosshard Financial Services
Ohio
$11.1M +$662K +21,002 +6%
CW
125
CreativeOne Wealth
Kansas
$10.9M -$244K -7,766 -2%
3 4
5
6 7