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Schwab US TIPS ETF
SCHP

Overview Fund Activity

588 hedge funds and large institutions have $14.2B invested in Schwab US TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+48
Holders Change %
+8.89%
% of All Funds
10.27%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.13%
New
93
Increased
295
Reduced
125
Closed
39
Calls
$1.78M
Puts
$1.41M
Net Calls
+$362K
Net Calls Change
+$356K

Top Buyers

1
QCM
Quadratic Capital Management
Connecticut
$3.08B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$533M
3
Citigroup
Citigroup
New York
$83.7M
4
NC
NinePointTwo Capital
California
$107M
5
Prudential Financial
Prudential Financial
New Jersey
$40.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$5.67B
2
VOYA Investment Management
VOYA Investment Management
Georgia
$221M
3
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$19.3M
4
MAM
Madison Asset Management
Wisconsin
$7.54M
5
BPB
Badgley, Phelps & Bell
Washington
$570K
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$5.51M -$8.41M -269,146 -60%
SFA
152
Souders Financial Advisors
Ohio
$5.41M +$5.09M +162,914 +1,601%
RJFSA
153
Raymond James Financial Services Advisors
Florida
$5.37M -$2.78M -88,812 -34%
MA
154
Mutual Advisors
Nebraska
$5.32M +$615K +19,690 +13%
HFS
155
Horizon Financial Services
North Carolina
$5.3M +$5.3M +169,486 New
FAM
156
Formidable Asset Management
Ohio
$5.29M +$2.42M +77,334 +84%
JFG
157
JMG Financial Group
Illinois
$5.08M -$401K -12,826 -7%
ATWA
158
Arbor Trust Wealth Advisors
Michigan
$5.01M +$263K +8,402 +6%
RCA
159
Resonant Capital Advisors
Wisconsin
$4.99M +$375K +11,998 +8%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$4.95M +$178K +5,694 +4%
IA
161
IFG Advisory
Georgia
$4.81M +$2.93M +93,644 +156%
FF
162
Friedenthal Financial
New Jersey
$4.8M +$831K +26,576 +21%
DADC
163
D.A. Davidson & Co
Montana
$4.76M +$388K +12,418 +9%
VAS
164
Valicenti Advisory Services
New York
$4.67M +$104K +3,336 +2%
JPLA
165
Joseph P. Lucia & Associates
New York
$4.65M +$262K +8,374 +6%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$4.58M -$4.42M – –
Deutsche Bank
167
Deutsche Bank
Germany
$4.49M +$2.85M +91,232 +174%
AAP
168
Arax Advisory Partners
Colorado
$4.45M +$4.45M +142,356 New
ATIA
169
American Trust Investment Advisors
New Hampshire
$4.39M – – –
HKIM
170
Hayek Kallen Investment Management
Alabama
$4.37M +$37.5K +1,200 +0.9%
TW
171
TrinityPoint Wealth
Connecticut
$4.37M +$15.6K +500 +0.4%
Millennium Management
172
Millennium Management
New York
$4.28M +$2.98M +95,484 +230%
EP
173
Eudaimonia Partners
Tennessee
$4.28M +$2.3M +73,532 +116%
EWA
174
Exencial Wealth Advisors
Oklahoma
$4.25M +$96K +3,070 +2%
AWM
175
Adams Wealth Management
Utah
$4.25M -$133K -4,262 -3%
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