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Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
$632M
2
QCM
Quadratic Capital Management
Connecticut
$721M
3
NL
NEPC LLC
Massachusetts
$72.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$266M
5
EW
Evoke Wealth
California
$208M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$14.7M
2
RCA
Reitz Capital Advisors
Michigan
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.6M
4
Ameriprise
Ameriprise
Minnesota
$120M
5
Wells Fargo
Wells Fargo
California
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
126
Valmark Advisers
Ohio
$6.15M +$181K +7,152 +3%
FWM
127
Focused Wealth Management
New York
$5.97M -$4.27M -169,142 -42%
Truist Financial
128
Truist Financial
North Carolina
$5.85M +$3.29M +130,156 +128%
HCM
129
Hutchinson Capital Management
California
$5.79M -$386K -15,296 -6%
VBFP
130
Valtinson Bruner Financial Planning
Minnesota
$5.7M +$543K +21,508 +11%
EFG
131
Ethos Financial Group
Pennsylvania
$5.7M +$5.7M +215,660 New
CCWA
132
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.57M +$347K +13,760 +7%
TIM
133
Tortoise Investment Management
New York
$5.55M -$1.13M -44,590 -17%
FA
134
Fagan Associates
New York
$5.5M -$26K -1,028 -0.5%
PWP
135
Perfromance Wealth Partners
Illinois
$5.44M +$1.93M +76,370 +55%
FCM
136
Fortis Capital Management
Washington
$5.41M +$704K +27,902 +15%
PC
137
Prairiewood Capital
North Dakota
$5.37M +$634K +25,132 +13%
PAG
138
Private Advisor Group
New Jersey
$5.33M -$597K -23,656 -10%
AT
139
Arden Trust
Delaware
$5.26M +$5.26M +208,444 New
FA
140
FDx Advisors
Illinois
$5.12M -$696K -27,580 -12%
VCM
141
Virtue Capital Management
Tennessee
$5.11M – – –
SW
142
SVB Wealth
Massachusetts
$5.07M -$958K -37,960 -16%
VT
143
Vise Technologies
New York
$5.05M -$957K -37,908 -16%
CFMC
144
Curbstone Financial Management Corp
New Hampshire
$5.04M – – –
WT
145
Washington Trust
Rhode Island
$4.81M -$48.4K -1,916 -1%
SWA
146
Stratos Wealth Advisors
Ohio
$4.74M +$2.51M +99,272 +112%
HNW
147
High Note Wealth
Minnesota
$4.72M -$349K -13,820 -7%
CIM
148
Cambria Investment Management
California
$4.58M -$178K -7,070 -4%
ACP
149
Aviance Capital Partners
Florida
$4.49M -$276K -10,944 -6%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$4.37M +$3.84M +149,638 +731%
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