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Schwab US TIPS ETF
SCHP

Overview Fund Activity

696 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 196 increasing their positions, 320 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.23%
Holding in Top 10
62
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.46%
% of All Funds
1%
New
110
Increased
196
Reduced
320
Closed
100
Calls
$16.7M
Puts
$508K
Net Calls
+$16.2M
Net Calls Change
+$15.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$857M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$165M
3
Goldman Sachs
3
Goldman Sachs
New York
$282M
4
PCA
4
Personal Capital Advisors
California
$436M
5
CTC
5
Central Trust Company
Missouri
$76M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$108M
2
QCM
2
Quadratic Capital Management
Connecticut
$824M
3
Jane Street
3
Jane Street
New York
$49.5M
4
EW
4
Evoke Wealth
California
$143M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
126
CreativeOne Wealth
Kansas
$6.53M -$242K -9,332 -4%
TF
127
Theory Financial
Colorado
$6.44M +$6.44M +248,652 New
HA
128
HC Advisors
Georgia
$6.39M -$2.63M -101,502 -29%
AI
129
Atria Investments
North Carolina
$6.23M +$972K +37,552 +18%
FA
130
FC Advisory
Pennsylvania
$6.21M -$187K -7,234 -3%
VA
131
Valmark Advisers
Ohio
$6.2M -$45.4K -1,754 -0.7%
HNW
132
High Note Wealth
Minnesota
$6.13M -$1.71M -66,072 -22%
AWE
133
Avidian Wealth Enterprises
Texas
$6.12M -$1.82M -70,366 -23%
JIP
134
Jaffetilchin Investment Partners
Florida
$6.09M +$6.09M +235,284 New
TIM
135
Tortoise Investment Management
New York
$6.04M +$236K +9,108 +4%
CCWA
136
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.02M -$126K -4,850 -2%
FA
137
FDx Advisors
Illinois
$5.87M -$219K -8,464 -4%
BL
138
BFSG LLC
California
$5.85M -$3.33M -128,466 -36%
FA
139
Fagan Associates
New York
$5.77M -$216K -8,338 -4%
SFA
140
Souders Financial Advisors
Ohio
$5.71M +$449K +17,342 +9%
HCM
141
Hutchinson Capital Management
California
$5.71M +$628K +24,258 +12%
CFMC
142
Curbstone Financial Management Corp
New Hampshire
$5.69M -$149K -5,740 -3%
RCA
143
Resonant Capital Advisors
Wisconsin
$5.67M +$648K +25,006 +13%
HCM
144
Hengehold Capital Management
Ohio
$5.63M +$1.57M +60,552 +39%
ACP
145
Aviance Capital Partners
Florida
$5.2M -$247K -9,556 -5%
MA
146
Mutual Advisors
Nebraska
$5.18M +$257K +9,906 +5%
VT
147
Vise Technologies
New York
$4.97M -$161K -6,226 -3%
WT
148
Washington Trust
Rhode Island
$4.96M -$160K -6,182 -3%
VCM
149
Verde Capital Management
Michigan
$4.89M -$44K -1,698 -0.9%
MPM
150
Meritage Portfolio Management
Kansas
$4.78M -$4.98M -192,404 -51%
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