SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$257M
2
LGWM
Litman Gregory Wealth Management
California
$53.6M
3
Temasek Holdings
Temasek Holdings
Singapore
$37M
4
PCIA
Prime Capital Investment Advisors
Kansas
$33.8M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$526M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$353M
2
SWG
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
Jane Street
New York
$0
4
GP
Greenline Partners
New York
$0
5
CSIA
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFL
151
Financial Freedom LLC
Ohio
$4.2M -$436K -16,642 -9%
AFA
152
American Financial Advisors
Georgia
$4.18M -$9.84M -375,242 -70%
EI
153
Ellevest Inc
New York
$4.12M +$122K +4,654 +3%
MWA
154
Moser Wealth Advisors
Washington
$4.1M +$4.1M +156,236 New
NWM
155
NEIRG Wealth Management
Massachusetts
$4.06M -$507K -19,326 -11%
FTS
156
Fifth Third Securities
Ohio
$4.03M -$99.4K -3,792 -2%
VWA
157
Visionary Wealth Advisors
Illinois
$4M -$1.41M -53,684 -26%
LIA
158
LifePlan Investment Advisors
North Carolina
$3.93M +$3.93M +149,932 New
WTA
159
Washington Trust Advisors
Massachusetts
$3.91M -$190K -7,240 -5%
CFD
160
Creative Financial Designs
Indiana
$3.88M -$151K -5,774 -4%
MAM
161
McLean Asset Management
Virginia
$3.83M +$56K +2,138 +1%
NRI
162
NFP Retirement Inc
California
$3.73M -$128K -4,896 -3%
CAN
163
Cetera Advisor Networks
California
$3.73M +$268K +10,234 +8%
R
164
Rebalance
California
$3.71M -$328K -12,498 -8%
PWP
165
Perfromance Wealth Partners
Illinois
$3.61M +$2.62M +100,846 +263%
TW
166
TrinityPoint Wealth
Connecticut
$3.6M +$129K +4,936 +4%
ULWM
167
Upper Left Wealth Management
Florida
$3.49M +$106K +4,050 +3%
Mariner
168
Mariner
Kansas
$3.48M -$587K -22,394 -14%
AI
169
Atria Investments
North Carolina
$3.39M -$1.38M -52,650 -29%
ACM
170
AlphaStar Capital Management
North Carolina
$3.34M -$1.85M -70,446 -36%
PCM
171
Passive Capital Management
Maryland
$3.3M -$79.9K -3,046 -2%
ATIA
172
American Trust Investment Advisors
New Hampshire
$3.28M -$253K -9,652 -7%
GFWA
173
Grey Fox Wealth Advisors
Delaware
$3.24M +$288K +10,974 +10%
BRWA
174
B. Riley Wealth Advisors
Florida
$3.18M +$86.8K +3,312 +3%
AFP
175
Ausdal Financial Partners
Iowa
$3.18M -$40.1K -1,530 -1%
5 6
7
8 9