We are live on ! Find out more
SCHP icon

Schwab US TIPS ETF

765 hedge funds and large institutions have $15.4B invested in Schwab US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 354 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $421K

306% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 47

148% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 143

28% more funds holding in top 10

Funds holding in top 10: 7495 (+21)

21% more funds holding

Funds holding: 633765 (+132)

3% more capital invested

Capital invested by funds: $15B → $15.4B (+$488M)

5.01% less ownership

Funds ownership: 151.04%146.03% (-5%)

Holders
765
Holders Change
+132
Holders Change %
+20.85%
% of All Funds
11.77%
Holding in Top 10
95
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.38%
% of All Funds
1.46%
New
191
Increased
354
Reduced
143
Closed
47
Calls
$2.94M
Puts
$421K
Net Calls
+$2.52M
Net Calls Change
+$558K
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
151
Horizon Financial Services
North Carolina
$8.37M +$906K +28,760 +12%
FA
152
FC Advisory
Pennsylvania
$8.35M +$244K +7,746 +3%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$8.09M +$1.47M +46,792 +22%
MWM
154
Merriman Wealth Management
Washington
$8.04M -$99.8K -3,168 -1%
WCWM
155
Willow Creek Wealth Management
California
$8.03M +$661K +20,990 +9%
DADC
156
D.A. Davidson & Co
Montana
$8.02M +$2.7M +85,614 +51%
LCC
157
Lincoln Capital Corp
Rhode Island
$8M +$46.1K +1,464 +0.6%
Truist Financial
158
Truist Financial
North Carolina
$7.97M +$812K +25,794 +11%
VA
159
Valmark Advisers
Ohio
$7.85M +$925K +29,388 +13%
Cerity Partners
160
Cerity Partners
New York
$7.81M +$145K +4,600 +2%
CFMC
161
Curbstone Financial Management Corp
New Hampshire
$7.57M +$1.27M +40,300 +20%
APCM
162
Alaska Permanent Capital Management
Alaska
$7.52M +$357K +11,324 +5%
AA
163
ALPS Advisors
Colorado
$7.31M -$216K -6,850 -3%
FA
164
Fagan Associates
New York
$7.25M +$778K +24,716 +12%
OWA
165
Octavia Wealth Advisors
Ohio
$7.23M +$1.06M +33,566 +17%
ACP
166
Aviance Capital Partners
Florida
$7.21M -$47.9K -1,522 -0.7%
RWA
167
Rainsberger Wealth Advisors
Colorado
$7.1M +$7.11M +225,838 New
CA
168
Corrado Advisors
New Jersey
$6.88M -$81.6K -2,590 -1%
KC
169
Kingfisher Capital
North Carolina
$6.71M +$821K +26,058 +14%
William Blair & Company
170
William Blair & Company
Illinois
$6.7M +$1.82M +57,920 +37%
TM
171
Titan Managers
Arizona
$6.53M +$650K +20,656 +11%
AIA
172
Acute Investment Advisory
Arizona
$6.42M +$6.43M +204,240 New
BCM
173
BlueCrest Capital Management
Jersey
$6.42M +$4.37M +138,886 +213%
IFS
174
Ifrah Financial Services
Arkansas
$6.39M +$145K +4,606 +2%
PWMG
175
Pinnacle Wealth Management Group
Michigan
$6.31M +$11.3K +360 +0.2%

SCHP Hedge Fund Activity: Q4 2021 in Review

765 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q4 2021, worth a combined $15.4B — up 3.3% from $15B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new SCHP positions and 47 closed out — a net gain of 144 holders — while 354 added to existing stakes and 143 trimmed.

The largest buyer was Jane Street, adding an estimated $293M. The largest seller was Quadratic Capital Management, cutting an estimated $989M.

  • 765 institutional investors held Schwab US TIPS ETF (SCHP) as of Q4 2021, up from 633 in Q3 2021.
  • Funds reported $15.4B of Schwab US TIPS ETF stock for Q4 2021, up 3.3% quarter-over-quarter.
  • 191 funds opened new Schwab US TIPS ETF positions in Q4 2021 and 47 closed out, a net change of +144 holders.
  • The largest Schwab US TIPS ETF buyer in Q4 2021 was Jane Street, an estimated $293M added.
  • The largest Schwab US TIPS ETF seller in Q4 2021 was Quadratic Capital Management, an estimated $989M sold.

Based on aggregated 13F filings for Q4 2021.