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Schwab US TIPS ETF
SCHP

Overview Fund Activity

633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+45
Holders Change %
+7.65%
% of All Funds
11.12%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.3%
New
85
Increased
325
Reduced
135
Closed
29
Calls
$2.61M
Puts
$645K
Net Calls
+$1.96M
Net Calls Change
+$1.6M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.91B
2
Temasek Holdings
2
Temasek Holdings
Singapore
$237M
3
Ameriprise
3
Ameriprise
Minnesota
$211M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$52.2M
5
AWM
5
AE Wealth Management
Kansas
$51.5M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$52.5M
2
QCM
2
Quadratic Capital Management
Connecticut
$3B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFMC
151
Curbstone Financial Management Corp
New Hampshire
$6.27M +$199K +6,360 +3%
IFS
152
Ifrah Financial Services
Arkansas
$6.21M +$86.2K +2,756 +1%
OWA
153
Octavia Wealth Advisors
Ohio
$6.13M +$6.13M +196,330 New
IA
154
IFG Advisory
Georgia
$6.03M +$1.22M +38,992 +25%
BWM
155
BCGM Wealth Management
Indiana
$5.99M +$229K +7,262 +4%
KC
156
Kingfisher Capital
North Carolina
$5.86M +$65.8K +2,102 +1%
TM
157
Titan Managers
Arizona
$5.85M +$5.85M +187,018 New
UCFA
158
United Capital Financial Advisors
Texas
$5.6M -$972K -31,070 -15%
RCA
159
Reitz Capital Advisors
Michigan
$5.56M +$2.67M +85,204 +92%
SFA
160
Souders Financial Advisors
Ohio
$5.54M +$121K +3,866 +2%
HA
161
HC Advisors
Georgia
$5.47M -$88.9K -2,840 -2%
DADC
162
D.A. Davidson & Co
Montana
$5.3M +$539K +17,212 +11%
MA
163
Mutual Advisors
Nebraska
$5.28M -$46.5K -1,486 -0.9%
RCA
164
Resonant Capital Advisors
Wisconsin
$5.28M +$281K +8,984 +6%
JFG
165
JMG Financial Group
Illinois
$5.2M +$117K +3,742 +2%
ATWA
166
Arbor Trust Wealth Advisors
Michigan
$5.17M +$153K +4,894 +3%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$5.09M +$129K +4,112 +3%
KAS
168
Kestra Advisory Services
Texas
$5.01M +$1.07M +34,190 +27%
HKIM
169
Hayek Kallen Investment Management
Alabama
$4.96M +$577K +18,426 +13%
EP
170
Eudaimonia Partners
Tennessee
$4.91M +$628K +20,068 +15%
William Blair & Company
171
William Blair & Company
Illinois
$4.86M -$658K -21,032 -12%
CFG
172
Cooper Financial Group
California
$4.79M +$4.49M +143,522 +1,517%
JPLA
173
Joseph P. Lucia & Associates
New York
$4.78M +$130K +4,170 +3%
VAS
174
Valicenti Advisory Services
New York
$4.7M +$26.5K +848 +0.6%
YIA
175
YHB Investment Advisors
Connecticut
$4.59M +$507K +16,204 +12%
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