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Schwab US TIPS ETF
SCHP

Overview Fund Activity

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K

Top Buyers

1
EW
1
Evoke Wealth
California
$208M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$668M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$100M
5
Charles Schwab
5
Charles Schwab
California
$134M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.41B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$6.86M
3
Jane Street
3
Jane Street
New York
$30M
4
QCM
4
Quadratic Capital Management
Connecticut
$1.32B
5
FWM
5
Focused Wealth Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
151
Mariner
Kansas
$5.35M -$45.5K -1,632 -0.8%
KWM
152
KerberRose Wealth Management
Wisconsin
$5.11M +$5.11M +183,130 New
VWA
153
Visionary Wealth Advisors
Illinois
$5.1M +$381K +13,650 +8%
FTS
154
Fifth Third Securities
Ohio
$5M +$5M +179,282 New
PCM
155
Passive Capital Management
Maryland
$4.97M -$21.1K -756 -0.4%
USCWA
156
U.S. Capital Wealth Advisors
Texas
$4.95M -$557K -19,948 -10%
AI
157
Atria Investments
North Carolina
$4.92M +$653K +23,414 +15%
WFA
158
Wipfli Financial Advisors
Wisconsin
$4.91M -$344K -12,334 -7%
AA
159
ALPS Advisors
Colorado
$4.89M -$289K -10,360 -6%
VCM
160
Verde Capital Management
Michigan
$4.86M +$3.24M +116,288 +201%
ZIMP
161
Zimmermann Investment Management & Planning
Pennsylvania
$4.8M -$257K -9,216 -5%
MA
162
Modus Advisors
Minnesota
$4.8M -$212K -7,590 -4%
HKIM
163
Hayek Kallen Investment Management
Alabama
$4.79M -$135K -4,852 -3%
PFM
164
Parsec Financial Management
North Carolina
$4.78M +$765K +27,422 +19%
HighTower Advisors
165
HighTower Advisors
Illinois
$4.77M -$617K -22,104 -11%
WWG
166
West Wealth Group
California
$4.77M +$408K +14,632 +9%
JFG
167
JMG Financial Group
Illinois
$4.76M +$71K +2,546 +2%
RJFSA
168
Raymond James Financial Services Advisors
Florida
$4.72M -$5.94M -212,990 -56%
RCA
169
Resonant Capital Advisors
Wisconsin
$4.7M -$644K -23,088 -12%
ACM
170
AlphaStar Capital Management
North Carolina
$4.62M -$4.11M -147,260 -47%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$4.49M -$7.56M -271,118 -63%
NC
172
NewSquare Capital
Pennsylvania
$4.48M +$217K +7,770 +5%
ZF
173
Zhang Financial
Michigan
$4.47M +$817K +29,290 +22%
CNBTD
174
Citizens National Bank Trust Department
Mississippi
$4.46M +$174K +6,230 +4%
JPLA
175
Joseph P. Lucia & Associates
New York
$4.45M -$269K -9,656 -6%
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