SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Cerity Partners
2
Cerity Partners
New York
$151M
3
Morgan Stanley
3
Morgan Stanley
New York
$85.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$227M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$46.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
QCM
3
Quadratic Capital Management
Connecticut
$629M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$8.29M 309,106 -197,886 -39%
TIM
102
Tortoise Investment Management
New York
$8.08M 301,390 +68,150 +29%
ACG
103
Allen Capital Group
Nebraska
$7.96M 296,960 +296,960 New
RPG
104
Resource Planning Group
Georgia
$7.57M 282,456 -42,742 -13%
EWA
105
Exencial Wealth Advisors
Oklahoma
$7.47M 278,532 +7,798 +3%
VVP
106
Venture Visionary Partners
Ohio
$7.43M 277,126 -7,300 -3%
HighTower Advisors
107
HighTower Advisors
Illinois
$7.42M 276,530 +200,702 +265%
SW
108
SVB Wealth
Massachusetts
$7.26M 270,988 -20,958 -7%
TF
109
Theory Financial
Colorado
$7.21M 268,840 +20,188 +8%
HI
110
Harbour Investments
Wisconsin
$7.2M 268,460 +6,534 +2%
PAG
111
Private Advisor Group
New Jersey
$6.96M 259,574 -37,920 -13%
IA
112
IFG Advisory
Georgia
$6.81M 254,226 +1,592 +0.6%
CW
113
CreativeOne Wealth
Kansas
$6.65M 248,174 -4,166 -2%
RCA
114
Resonant Capital Advisors
Wisconsin
$6.5M 242,548 +23,772 +11%
VA
115
Valmark Advisers
Ohio
$6.4M 238,734 -834 -0.3%
SFA
116
Souders Financial Advisors
Ohio
$6.39M 238,320 +17,650 +8%
FA
117
FC Advisory
Pennsylvania
$6.38M 238,068 -1,588 -0.7%
BL
118
BFSG LLC
California
$6.32M 235,920 +9,992 +4%
HCM
119
Hutchinson Capital Management
California
$6.23M 232,294 +11,958 +5%
HNW
120
High Note Wealth
Minnesota
$6.16M 229,900 -6,868 -3%
AFS
121
Annapolis Financial Services
Maryland
$6.11M 227,864 +87,156 +62%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$6.06M 227,078 +117,044 +106%
FA
123
Fagan Associates
New York
$5.94M 221,722 -1,144 -0.5%
CFMC
124
Curbstone Financial Management Corp
New Hampshire
$5.9M 220,200 +600 +0.3%
FA
125
FDx Advisors
Illinois
$5.87M 226,798 – –
3 4
5
6 7