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Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Cerity Partners
2
Cerity Partners
New York
$151M
3
Morgan Stanley
3
Morgan Stanley
New York
$85.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$227M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$46.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
QCM
3
Quadratic Capital Management
Connecticut
$629M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
126
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.75M -$480K -17,918 -8%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$5.69M -$1.23M -45,956 -18%
VT
128
Vise Technologies
New York
$5.55M +$412K +15,362 +8%
VWA
129
Visionary Wealth Advisors
Illinois
$5.53M +$4.86M +181,314 +731%
OFP
130
OLIO Financial Planning
Virginia
$5.35M -$2.11M -78,618 -28%
ACM
131
AlphaStar Capital Management
North Carolina
$5.31M +$1.88M +70,118 +55%
CIM
132
Cambria Investment Management
California
$5.21M -$16.2M -605,960 -76%
WT
133
Washington Trust
Rhode Island
$5.17M +$28.9K +1,080 +0.6%
ACP
134
Aviance Capital Partners
Florida
$5.13M -$252K -9,394 -5%
VCM
135
Verde Capital Management
Michigan
$5.02M -$48.4K -1,806 -1%
RJFSA
136
Raymond James Financial Services Advisors
Florida
$4.99M +$1.74M +65,026 +54%
FTUS
137
Flow Traders U.S.
New York
$4.94M +$4.94M +184,204 New
PC
138
Prairiewood Capital
North Dakota
$4.92M +$714K +26,632 +17%
AI
139
Atria Investments
North Carolina
$4.88M -$1.57M -58,448 -24%
FFL
140
Financial Freedom LLC
Ohio
$4.74M +$3.86M +144,122 +439%
CB
141
Commerce Bank
Missouri
$4.73M +$3.33M +124,078 +237%
NWM
142
NEIRG Wealth Management
Massachusetts
$4.67M -$159K -5,920 -3%
SFS
143
Solitude Financial Services
Virginia
$4.64M +$233K +8,678 +5%
MA
144
Mutual Advisors
Nebraska
$4.64M -$727K -27,106 -14%
HWA
145
HCR Wealth Advisors
California
$4.31M +$4.31M +160,846 New
BCM
146
BlueCrest Capital Management
Jersey
$4.3M +$4.3M +160,568 New
FTS
147
Fifth Third Securities
Ohio
$4.22M -$4.18M -156,038 -50%
WTA
148
Washington Trust Advisors
Massachusetts
$4.19M -$544K -20,300 -11%
CM
149
Columbus Macro
Pennsylvania
$4.16M +$1.08M +40,242 +35%
Mariner
150
Mariner
Kansas
$4.16M -$658K -24,532 -14%
4 5
6
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