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Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$257M
2
LGWM
Litman Gregory Wealth Management
California
$53.6M
3
Temasek Holdings
Temasek Holdings
Singapore
$37M
4
PCIA
Prime Capital Investment Advisors
Kansas
$33.8M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$526M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$353M
2
SWG
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
Jane Street
New York
$0
4
GP
Greenline Partners
New York
$0
5
CSIA
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
126
Summit Trail Advisors
New York
$6.25M +$2.41M +92,006 +63%
VT
127
Vise Technologies
New York
$6.24M +$804K +30,678 +15%
VA
128
Valmark Advisers
Ohio
$6.2M -$57.7K -2,200 -0.9%
PAG
129
Private Advisor Group
New Jersey
$6.15M -$655K -24,968 -10%
FA
130
FDx Advisors
Illinois
$6.04M +$94.2K +3,592 +2%
FA
131
Fagan Associates
New York
$5.74M -$74.2K -2,830 -1%
SWG
132
Summit Wealth Group
Vermont
$5.5M -$280M -10,690,382 -98%
CCWA
133
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.42M -$202K -7,716 -4%
VBFP
134
Valtinson Bruner Financial Planning
Minnesota
$5.35M +$2.07M +78,796 +63%
HNW
135
High Note Wealth
Minnesota
$5.26M -$766K -29,212 -13%
CFMC
136
Curbstone Financial Management Corp
New Hampshire
$5.23M -$540K -20,600 -9%
SFS
137
Solitude Financial Services
Virginia
$5.19M +$649K +24,752 +14%
HCC
138
Hirtle Callaghan & Co
Pennsylvania
$5.14M +$2.44M +93,028 +90%
VCM
139
Virtue Capital Management
Tennessee
$5.11M +$1.55M +59,902 +44%
WT
140
Washington Trust
Rhode Island
$5.04M -$7.34K -280 -0.1%
CIM
141
Cambria Investment Management
California
$4.96M -$142K -5,408 -3%
ACP
142
Aviance Capital Partners
Florida
$4.95M -$59K -2,252 -1%
PC
143
Prairiewood Capital
North Dakota
$4.92M +$113K +4,292 +2%
FTUS
144
Flow Traders U.S.
New York
$4.92M +$90.9K +3,466 +2%
FCM
145
Fortis Capital Management
Washington
$4.88M +$835K +31,860 +21%
IA
146
IFG Advisory
Georgia
$4.82M -$1.85M -70,508 -28%
VCM
147
Verde Capital Management
Michigan
$4.8M -$105K -4,022 -2%
CM
148
Columbus Macro
Pennsylvania
$4.59M +$517K +19,722 +13%
OFP
149
OLIO Financial Planning
Virginia
$4.39M -$845K -32,220 -16%
HWA
150
HCR Wealth Advisors
California
$4.31M +$94.9K +3,620 +2%
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