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Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
$632M
2
QCM
Quadratic Capital Management
Connecticut
$721M
3
NL
NEPC LLC
Massachusetts
$72.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$266M
5
EW
Evoke Wealth
California
$208M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$14.7M
2
RCA
Reitz Capital Advisors
Michigan
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.6M
4
Ameriprise
Ameriprise
Minnesota
$120M
5
Wells Fargo
Wells Fargo
California
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFG Advisory
Georgia
$4.35M -$293K -11,596 -6%
VCM
152
Verde Capital Management
Michigan
$4.34M -$284K -11,268 -6%
ACM
153
AlphaStar Capital Management
North Carolina
$4.34M +$1.12M +44,402 +35%
HWA
154
HCR Wealth Advisors
California
$4.21M +$57.2K +2,266 +1%
OFP
155
OLIO Financial Planning
Virginia
$4.04M -$188K -7,454 -4%
MWA
156
Moser Wealth Advisors
Washington
$3.9M -$40.4K -1,600 -1%
KA
157
Kure Advisory
Minnesota
$3.89M +$3.89M +154,246 New
LIA
158
LifePlan Investment Advisors
North Carolina
$3.89M +$104K +4,104 +3%
R
159
Rebalance
California
$3.88M +$301K +11,934 +8%
FTS
160
Fifth Third Securities
Ohio
$3.87M -$9.14K -362 -0.2%
CAN
161
Cetera Advisor Networks
California
$3.79M +$202K +8,014 +6%
WTA
162
Washington Trust Advisors
Massachusetts
$3.74M -$28.3K -1,120 -0.8%
ULWM
163
Upper Left Wealth Management
Florida
$3.63M +$269K +10,662 +8%
JEST
164
JTC Employer Solutions Trustee
Jersey
$3.53M +$3.53M +137,732 New
TW
165
TrinityPoint Wealth
Connecticut
$3.5M +$27.7K +1,098 +0.8%
Comerica Bank
166
Comerica Bank
Texas
$3.38M +$3.38M +133,720 New
CFD
167
Creative Financial Designs
Indiana
$3.37M -$367K -14,556 -10%
AI
168
Atria Investments
North Carolina
$3.31M +$42.7K +1,690 +1%
AOWM
169
Alpha Omega Wealth Management
Virginia
$3.23M +$649K +25,694 +25%
CPW
170
Catalyst Private Wealth
California
$3.21M +$169K +6,712 +6%
AFA
171
American Financial Advisors
Georgia
$3.12M -$906K -35,880 -22%
ATIA
172
American Trust Investment Advisors
New Hampshire
$3.1M -$61.1K -2,420 -2%
CA
173
Cetera Advisors
Colorado
$3.09M +$556K +22,022 +22%
VWA
174
Visionary Wealth Advisors
Illinois
$3.09M -$762K -30,170 -20%
KPWS
175
Kestra Private Wealth Services
Texas
$3.08M +$928K +36,770 +43%
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