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Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$257M
2
LGWM
2
Litman Gregory Wealth Management
California
$53.6M
3
Temasek Holdings
3
Temasek Holdings
Singapore
$37M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$33.8M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$526M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$353M
2
SWG
2
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
3
Jane Street
New York
$0
4
GP
4
Greenline Partners
New York
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAG
101
Signet Investment Advisory Group
Rhode Island
$8.61M +$61.1K +2,332 +0.7%
G
102
GenTrust
Florida
$8.37M -$1.16M -44,292 -12%
SLI
103
Sumitomo Life Insurance
Japan
$8.25M +$8.25M +310,200 New
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$7.87M -$1.16M -44,064 -13%
HI
105
Harbour Investments
Wisconsin
$7.85M +$808K +30,828 +11%
Stifel Financial
106
Stifel Financial
Missouri
$7.65M -$472K -18,004 -6%
EWA
107
Exencial Wealth Advisors
Oklahoma
$7.64M +$335K +12,796 +5%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$7.63M -$1.12M -42,850 -13%
VVP
109
Venture Visionary Partners
Ohio
$7.57M +$302K +11,518 +4%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$7.49M +$2.61M +99,494 +53%
FFA
111
Fi3 Financial Advisors
Indiana
$7.26M +$6.87M +262,150 +1,778%
ACG
112
Allen Capital Group
Nebraska
$7.07M -$710K -27,098 -9%
TIM
113
Tortoise Investment Management
New York
$6.93M -$968K -36,908 -12%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$6.92M +$996K +38,148 +17%
AFS
115
Annapolis Financial Services
Maryland
$6.92M +$948K +36,156 +16%
RPG
116
Resource Planning Group
Georgia
$6.86M -$542K -20,662 -7%
TF
117
Theory Financial
Colorado
$6.65M -$399K -15,210 -6%
RCA
118
Resonant Capital Advisors
Wisconsin
$6.65M +$287K +10,964 +5%
CW
119
CreativeOne Wealth
Kansas
$6.64M +$134K +5,120 +2%
BL
120
BFSG LLC
California
$6.59M +$406K +15,478 +7%
FA
121
FC Advisory
Pennsylvania
$6.54M +$296K +11,302 +5%
SFA
122
Souders Financial Advisors
Ohio
$6.49M +$245K +9,342 +4%
HCM
123
Hutchinson Capital Management
California
$6.41M +$325K +12,404 +5%
MAWAG
124
Mid-American Wealth Advisory Group
Missouri
$6.32M +$6.32M +242,160 New
SW
125
SVB Wealth
Massachusetts
$6.26M -$840K -32,052 -12%
3 4
5
6 7