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Schwab US TIPS ETF
SCHP

Overview Fund Activity

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M

Top Buyers

1
JRP
Jasper Ridge Partners
California
$132M
2
Cerity Partners
Cerity Partners
New York
$164M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$103M
4
Morgan Stanley
Morgan Stanley
New York
$160M
5
Wealthfront Advisers
Wealthfront Advisers
California
$65.3M

Top Sellers

1
EW
Evoke Wealth
California
$477K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$262M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$17.7M
4
Franklin Resources
Franklin Resources
California
$225M
5
NC
NinePointTwo Capital
California
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNW
151
High Note Wealth
Minnesota
$4.72M -$161K -6,170 -3%
VWM
152
VCI Wealth Management
Missouri
$4.7M +$4.7M +180,134 New
VCM
153
Virtue Capital Management
Tennessee
$4.6M -$5.11M -196,906 Closed
Allianz Asset Management
154
Allianz Asset Management
Germany
$4.58M -$12.9M -495,200 -74%
CIM
155
Cambria Investment Management
California
$4.52M -$233K -8,918 -5%
AI
156
Arvest Investments
Arkansas
$4.52M +$4.52M +172,996 New
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$4.51M -$2.01M -77,146 -31%
RPG
158
Resource Planning Group
Georgia
$4.49M -$2.19M -84,032 -33%
Comerica Bank
159
Comerica Bank
Texas
$4.44M +$949K +36,344 +27%
ACP
160
Aviance Capital Partners
Florida
$4.17M -$476K -18,226 -10%
AAS
161
Avantax Advisory Services
Texas
$4.14M +$987K +37,816 +31%
LIA
162
LifePlan Investment Advisors
North Carolina
$4.12M +$95.1K +3,644 +2%
CA
163
Cetera Advisors
Colorado
$4.05M +$858K +32,866 +27%
KA
164
Kure Advisory
Minnesota
$4.01M -$11.6K -444 -0.3%
Renaissance Technologies
165
Renaissance Technologies
New York
$3.94M +$3.94M +151,000 New
HPM
166
Hoxton Planning & Management
West Virginia
$3.91M +$3.91M +149,886 New
SWA
167
Stratos Wealth Advisors
Ohio
$3.85M -$1.05M -40,406 -22%
GRP
168
Global Retirement Partners
California
$3.81M +$2.76M +106,134 +264%
Royal Bank of Canada
169
Royal Bank of Canada
Ontario, Canada
$3.78M -$4.08M -156,300 -52%
VCM
170
Verde Capital Management
Michigan
$3.75M -$741K -28,372 -17%
IWC
171
Integrated Wealth Concepts
Massachusetts
$3.72M -$5.29M -202,744 -59%
Stifel Financial
172
Stifel Financial
Missouri
$3.72M -$3.28M -125,826 -47%
OFP
173
OLIO Financial Planning
Virginia
$3.64M -$540K -20,686 -13%
JEST
174
JTC Employer Solutions Trustee
Jersey
$3.63M +$108K +4,232 +3%
ULWM
175
Upper Left Wealth Management
Florida
$3.6M -$153K -5,870 -4%
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