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Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$632M
2
QCM
2
Quadratic Capital Management
Connecticut
$721M
3
NL
3
NEPC LLC
Massachusetts
$72.1M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$266M
5
EW
5
Evoke Wealth
California
$208M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$14.7M
2
RCA
2
Reitz Capital Advisors
Michigan
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.6M
4
Ameriprise
4
Ameriprise
Minnesota
$120M
5
Wells Fargo
5
Wells Fargo
California
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
101
Integrated Wealth Concepts
Massachusetts
$8.71M -$4.08M -161,712 -32%
AFFA
102
ALM First Financial Advisors
Texas
$8.58M – – –
SIAG
103
Signet Investment Advisory Group
Rhode Island
$8.23M -$62.4K -2,470 -0.8%
HI
104
Harbour Investments
Wisconsin
$7.87M +$313K +12,380 +4%
G
105
GenTrust
Florida
$7.79M -$274K -10,834 -3%
FFA
106
Fi3 Financial Advisors
Indiana
$7.69M +$697K +27,610 +10%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$7.6M -$21.1M -834,488 -73%
EWA
108
Exencial Wealth Advisors
Oklahoma
$7.57M +$214K +8,482 +3%
IF
109
IRON Financial
Illinois
$7.51M -$1M -39,744 -12%
STA
110
Summit Trail Advisors
New York
$7.12M +$1.1M +43,644 +18%
RCA
111
Resonant Capital Advisors
Wisconsin
$7.05M +$648K +25,688 +10%
APW
112
Austin Private Wealth
Texas
$7M +$7M +277,446 New
VVP
113
Venture Visionary Partners
Ohio
$6.99M -$298K -11,806 -4%
SFA
114
Souders Financial Advisors
Ohio
$6.9M +$646K +25,584 +10%
ACG
115
Allen Capital Group
Nebraska
$6.88M +$122K +4,862 +2%
MML Investors Services
116
MML Investors Services
Massachusetts
$6.83M -$2.45M -97,022 -26%
Stifel Financial
117
Stifel Financial
Missouri
$6.77M -$600K -23,784 -8%
BL
118
BFSG LLC
California
$6.63M +$283K +11,198 +4%
HCC
119
Hirtle Callaghan & Co
Pennsylvania
$6.59M +$1.64M +65,010 +33%
RPG
120
Resource Planning Group
Georgia
$6.46M -$146K -5,768 -2%
FA
121
FC Advisory
Pennsylvania
$6.33M +$34.6K +1,372 +0.6%
AFS
122
Annapolis Financial Services
Maryland
$6.33M -$339K -13,438 -5%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$6.31M -$1.27M -50,408 -17%
TF
124
Theory Financial
Colorado
$6.25M -$156K -6,168 -2%
CW
125
CreativeOne Wealth
Kansas
$6.21M -$180K -7,134 -3%
3 4
5
6 7