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Schwab US TIPS ETF
SCHP

Overview Fund Activity

693 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 306 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-20
Holders Change %
-2.81%
% of All Funds
11.98%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.16%
New
70
Increased
230
Reduced
306
Closed
83
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$216M
2
Jane Street
Jane Street
New York
$131M
3
CSIA
Charles Schwab Investment Advisory
California
$2.34B
4
PCA
Personal Capital Advisors
California
$403M
5
Principal Financial Group
Principal Financial Group
Iowa
$36.9M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
$958M
2
Temasek Holdings
Temasek Holdings
Singapore
$345M
3
Morgan Stanley
Morgan Stanley
New York
$27.2M
4
CW
Connectus Wealth
Ohio
$8.66M
5
UBS Group
UBS Group
Switzerland
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
126
CreativeOne Wealth
Kansas
$6.78M +$106K +4,076 +2%
IA
127
IFG Advisory
Georgia
$6.7M -$1.6M -61,638 -19%
FA
128
FC Advisory
Pennsylvania
$6.39M -$727K -28,064 -10%
SWM
129
SeaCrest Wealth Management
New York
$6.36M +$4.01M +154,884 +171%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$6.32M +$6.12M +236,156 +2,961%
VA
131
Valmark Advisers
Ohio
$6.25M -$5.16M -199,268 -45%
CAN
132
Cetera Advisor Networks
California
$6.22M -$229K -8,854 -4%
CCWA
133
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.15M -$983K -37,958 -14%
FA
134
FDx Advisors
Illinois
$6.09M -$655K -25,276 -10%
FA
135
Fagan Associates
New York
$5.99M -$72.6K -2,802 -1%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$5.87M -$333K -12,866 -5%
CFMC
137
Curbstone Financial Management Corp
New Hampshire
$5.84M – – –
TIM
138
Tortoise Investment Management
New York
$5.81M +$4.81M +185,600 +482%
BMD
139
Better Money Decisions
New Mexico
$5.48M +$320K +12,360 +6%
ACP
140
Aviance Capital Partners
Florida
$5.44M -$228K -8,822 -4%
SFA
141
Souders Financial Advisors
Ohio
$5.27M +$276K +10,650 +6%
AI
142
Atria Investments
North Carolina
$5.26M +$691K +26,690 +15%
APW
143
Austin Private Wealth
Texas
$5.15M -$761K -29,374 -13%
BPA
144
Beacon Pointe Advisors
California
$5.15M -$1.93M -74,280 -27%
VT
145
Vise Technologies
New York
$5.13M +$1.23M +47,508 +32%
WT
146
Washington Trust
Rhode Island
$5.12M -$3.33M -128,712 -39%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$5.09M -$2.07M -79,948 -29%
Renaissance Technologies
148
Renaissance Technologies
New York
$5.08M +$3.79M +146,400 +294%
HCM
149
Hutchinson Capital Management
California
$5.08M +$4.69M +181,236 +1,221%
RCA
150
Resonant Capital Advisors
Wisconsin
$5.02M +$652K +25,190 +15%
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