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Schwab US TIPS ETF
SCHP

Overview Fund Activity

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M

Top Buyers

1
JRP
1
Jasper Ridge Partners
California
$132M
2
Cerity Partners
2
Cerity Partners
New York
$164M
3
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$103M
4
Morgan Stanley
4
Morgan Stanley
New York
$160M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$65.3M

Top Sellers

1
EW
1
Evoke Wealth
California
$477K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$262M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$17.7M
4
Franklin Resources
4
Franklin Resources
California
$225M
5
NC
5
NinePointTwo Capital
California
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFFA
101
ALM First Financial Advisors
Texas
$8.87M – – –
WCM
102
Wealthcare Capital Management
Virginia
$8.87M -$1.34M -51,316 -13%
AFG
103
Altiora Financial Group
Ohio
$8.73M +$8.39M +321,566 +2,525%
SIAG
104
Signet Investment Advisory Group
Rhode Island
$8.62M +$108K +4,130 +1%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$8.45M -$1.27M -48,688 -13%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$8.17M -$2.82M -108,012 -26%
EWA
107
Exencial Wealth Advisors
Oklahoma
$8.11M +$283K +10,826 +4%
G
108
GenTrust
Florida
$8.05M -$992 -38 -0%
HI
109
Harbour Investments
Wisconsin
$7.96M -$170K -6,520 -2%
FTUS
110
Flow Traders U.S.
New York
$7.7M +$7.7M +295,142 New
BL
111
BFSG LLC
California
$7.69M +$836K +32,042 +12%
RCA
112
Resonant Capital Advisors
Wisconsin
$7.6M +$315K +12,052 +4%
VVP
113
Venture Visionary Partners
Ohio
$7.6M +$375K +14,354 +5%
CFG
114
Citizens Financial Group
Rhode Island
$7.56M +$7.56M +289,766 New
ACG
115
Allen Capital Group
Nebraska
$7.53M +$364K +13,942 +5%
IF
116
IRON Financial
Illinois
$7.46M -$301K -11,528 -4%
HPFG
117
Hart & Patterson Financial Group
Massachusetts
$6.71M +$6.71M +257,204 New
APW
118
Austin Private Wealth
Texas
$6.63M -$607K -23,244 -8%
R
119
Rebalance
California
$6.61M +$2.61M +99,894 +65%
FA
120
FC Advisory
Pennsylvania
$6.54M -$2.14K -82 -0%
TF
121
Theory Financial
Colorado
$6.45M -$7.57K -290 -0.1%
VA
122
Valmark Advisers
Ohio
$6.36M -$1.78K -68 -0%
PC
123
Prairiewood Capital
North Dakota
$6.34M +$785K +30,088 +14%
MML Investors Services
124
MML Investors Services
Massachusetts
$6.2M -$859K -32,894 -12%
HWA
125
HCR Wealth Advisors
California
$6.16M +$1.81M +69,378 +42%
3 4
5
6 7