SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Cerity Partners
2
Cerity Partners
New York
$151M
3
Morgan Stanley
3
Morgan Stanley
New York
$85.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$227M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$46.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
QCM
3
Quadratic Capital Management
Connecticut
$629M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
151
Fortis Capital Management
Washington
$4.14M +$210K +7,840 +5%
R
152
Rebalance
California
$4.13M +$39.1K +1,460 +1%
CFD
153
Creative Financial Designs
Indiana
$4.12M -$7.69M -286,816 -65%
BPA
154
Beacon Pointe Advisors
California
$4.09M +$155K +5,798 +4%
EI
155
Ellevest Inc
New York
$4.09M +$171K +6,392 +4%
RCA
156
Reitz Capital Advisors
Michigan
$4.07M -$2.9M -108,078 -42%
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$4.02M -$86K -3,208 -2%
BlackRock
158
BlackRock
New York
$3.96M -$16.3M -606,798 -80%
NRI
159
NFP Retirement Inc
California
$3.95M +$416K +15,538 +12%
STA
160
Summit Trail Advisors
New York
$3.92M -$5.27M -196,518 -57%
FFN
161
Focus Financial Network
Minnesota
$3.88M +$3.88M +144,920 New
MAM
162
McLean Asset Management
Virginia
$3.86M +$52.3K +1,952 +1%
GC
163
Gilbert & Cook
Iowa
$3.78M -$6.54M -243,850 -63%
VCM
164
Virtue Capital Management
Tennessee
$3.68M -$20.3K -758 -0.6%
ASN
165
Advisory Services Network
Georgia
$3.63M +$207K +7,728 +6%
Truist Financial
166
Truist Financial
North Carolina
$3.62M -$79.1K -2,950 -2%
ATIA
167
American Trust Investment Advisors
New Hampshire
$3.61M +$1.5M +55,910 +71%
LWM
168
Liberty Wealth Management
California
$3.58M +$3.58M +136,400 New
TW
169
TrinityPoint Wealth
Connecticut
$3.55M +$160K +5,956 +5%
CAN
170
Cetera Advisor Networks
California
$3.54M -$472K -17,608 -12%
CPWA
171
Cerro Pacific Wealth Advisors
California
$3.52M +$732K +27,296 +26%
MPM
172
Meritage Portfolio Management
Kansas
$3.48M -$1.47M -54,752 -30%
ULWM
173
Upper Left Wealth Management
Florida
$3.46M -$37.5K -1,398 -1%
IWC
174
Integrated Wealth Concepts
Massachusetts
$3.45M +$2.9M +108,182 +525%
PCM
175
Passive Capital Management
Maryland
$3.45M -$544K -20,298 -14%
5 6
7
8 9