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Schwab US TIPS ETF
SCHP

Overview Fund Activity

693 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 306 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-20
Holders Change %
-2.81%
% of All Funds
11.98%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.16%
New
70
Increased
230
Reduced
306
Closed
83
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$216M
2
Jane Street
Jane Street
New York
$131M
3
CSIA
Charles Schwab Investment Advisory
California
$2.34B
4
PCA
Personal Capital Advisors
California
$403M
5
Principal Financial Group
Principal Financial Group
Iowa
$36.9M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
$958M
2
Temasek Holdings
Temasek Holdings
Singapore
$345M
3
Morgan Stanley
Morgan Stanley
New York
$27.2M
4
CW
Connectus Wealth
Ohio
$8.66M
5
UBS Group
UBS Group
Switzerland
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
151
Verde Capital Management
Michigan
$4.94M +$430K +16,620 +10%
MA
152
Mutual Advisors
Nebraska
$4.93M -$921K -35,572 -16%
WTA
153
Washington Trust Advisors
Massachusetts
$4.91M -$244K -9,438 -5%
Mariner
154
Mariner
Kansas
$4.75M -$211K -8,134 -4%
JFG
155
JMG Financial Group
Illinois
$4.58M +$168K +6,470 +4%
ZF
156
Zhang Financial
Michigan
$4.53M +$386K +14,902 +9%
AA
157
ALPS Advisors
Colorado
$4.51M -$28K -1,080 -0.6%
Truist Financial
158
Truist Financial
North Carolina
$4.49M -$639K -24,660 -12%
PCM
159
Passive Capital Management
Maryland
$4.38M -$227K -8,782 -5%
HKIM
160
Hayek Kallen Investment Management
Alabama
$4.37M -$77.1K -2,978 -2%
EWA
161
Exencial Wealth Advisors
Oklahoma
$4.28M +$376K +14,516 +10%
MWA
162
Moser Wealth Advisors
Washington
$4.22M +$111K +4,270 +3%
T
163
TCWP
Ohio
$4.16M -$1.89M -73,080 -31%
CM
164
Columbus Macro
Pennsylvania
$4.14M -$4.73M -182,630 -53%
AAP
165
Arax Advisory Partners
Colorado
$4.1M +$129K +4,984 +3%
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$4.09M +$142K +5,470 +4%
MA
167
Modus Advisors
Minnesota
$4.08M -$378K -14,586 -8%
HCM
168
Hengehold Capital Management
Ohio
$4.06M +$1.52M +58,834 +60%
EI
169
Ellevest Inc
New York
$4.03M +$458K +17,674 +13%
NC
170
NewSquare Capital
Pennsylvania
$4M -$154K -5,960 -4%
ATWA
171
Arbor Trust Wealth Advisors
Michigan
$4M -$38.8K -1,498 -1%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$3.92M -$461K -17,796 -11%
IFS
173
Ifrah Financial Services
Arkansas
$3.88M -$1.39M -53,712 -26%
JPLA
174
Joseph P. Lucia & Associates
New York
$3.83M -$296K -11,432 -7%
C1AG
175
Client 1st Advisory Group
Florida
$3.82M -$2.02K -78 -0.1%
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