SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M

Top Buyers

1
JRP
Jasper Ridge Partners
California
$132M
2
Cerity Partners
Cerity Partners
New York
$164M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$103M
4
Morgan Stanley
Morgan Stanley
New York
$160M
5
Wealthfront Advisers
Wealthfront Advisers
California
$65.3M

Top Sellers

1
EW
Evoke Wealth
California
$477K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$262M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$17.7M
4
Franklin Resources
Franklin Resources
California
$225M
5
NC
NinePointTwo Capital
California
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
126
CreativeOne Wealth
Kansas
$6.15M -$279K -10,680 -4%
SW
127
SVB Wealth
Massachusetts
$6.07M +$820K +31,412 +16%
MWM
128
Merriman Wealth Management
Washington
$5.87M +$5.87M +224,930 New
AT
129
Arden Trust
Delaware
$5.82M +$378K +14,466 +7%
CCWA
130
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.78M +$18.4K +706 +0.3%
FWM
131
Focused Wealth Management
New York
$5.77M -$398K -15,256 -6%
BA
132
Brightwater Advisory
Florida
$5.68M +$5.68M +217,542 New
FCM
133
Fortis Capital Management
Washington
$5.64M +$51.6K +1,978 +0.9%
PWP
134
Perfromance Wealth Partners
Illinois
$5.52M -$102K -3,906 -2%
FA
135
Fagan Associates
New York
$5.48M -$207K -7,928 -4%
FFA
136
Fi3 Financial Advisors
Indiana
$5.45M -$2.5M -95,818 -31%
HCC
137
Hirtle Callaghan & Co
Pennsylvania
$5.32M -$1.49M -57,176 -22%
ACM
138
AlphaStar Capital Management
North Carolina
$5.23M +$745K +28,540 +17%
GIA
139
Goodwin Investment Advisory
Georgia
$5.21M +$5.21M +199,652 New
CFMC
140
Curbstone Financial Management Corp
New Hampshire
$5.18M -$33.9K -1,300 -0.7%
FA
141
FDx Advisors
Illinois
$5.1M -$198K -7,592 -4%
CKAIS
142
Christensen King & Associates Investment Services
Washington
$5.06M +$5.06M +193,808 New
Fidelity Investments
143
Fidelity Investments
Massachusetts
$5.03M +$2.5M +95,694 +99%
PAG
144
Private Advisor Group
New Jersey
$5.01M -$497K -19,028 -9%
KPWS
145
Kestra Private Wealth Services
Texas
$4.95M +$1.77M +67,878 +56%
WT
146
Washington Trust
Rhode Island
$4.93M -$41.5K -1,590 -0.8%
CA
147
Cambridge Associates
Massachusetts
$4.87M +$4.87M +186,778 New
MNBTD
148
Moody National Bank Trust Division
Texas
$4.87M +$4.87M +186,778 New
TIM
149
Tortoise Investment Management
New York
$4.87M -$868K -33,252 -15%
Jane Street
150
Jane Street
New York
$4.72M -$21.2M -811,594 -82%
4 5
6
7 8