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Schwab US TIPS ETF
SCHP

Overview Fund Activity

588 hedge funds and large institutions have $14.2B invested in Schwab US TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+48
Holders Change %
+8.89%
% of All Funds
10.27%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.13%
New
93
Increased
295
Reduced
125
Closed
39
Calls
$1.78M
Puts
$1.41M
Net Calls
+$362K
Net Calls Change
+$356K

Top Buyers

1
QCM
Quadratic Capital Management
Connecticut
$3.08B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$533M
3
Citigroup
Citigroup
New York
$83.7M
4
NC
NinePointTwo Capital
California
$107M
5
Prudential Financial
Prudential Financial
New Jersey
$40.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$5.67B
2
VOYA Investment Management
VOYA Investment Management
Georgia
$221M
3
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$19.3M
4
MAM
Madison Asset Management
Wisconsin
$7.54M
5
BPB
Badgley, Phelps & Bell
Washington
$570K
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
176
RHS Financial
California
$4.21M -$1.21M -38,876 -22%
MWA
177
Moser Wealth Advisors
Washington
$4.19M +$566K +18,110 +16%
GA
178
Gateway Advisory
New Jersey
$4.09M +$137K +4,388 +3%
YIA
179
YHB Investment Advisors
Connecticut
$4.08M +$4.08M +130,540 New
JWM
180
Jeppson Wealth Management
California
$4.05M -$713K -22,800 -15%
AOWM
181
Alpha Omega Wealth Management
Virginia
$4.03M +$147K +4,702 +4%
PC
182
Prairiewood Capital
North Dakota
$4M +$65.4K +2,092 +2%
KAS
183
Kestra Advisory Services
Texas
$3.94M +$788K +25,216 +25%
CIM
184
Cambria Investment Management
California
$3.83M +$190K +6,070 +5%
RC
185
Roundview Capital
New Jersey
$3.78M +$707K +22,610 +23%
EI
186
Ellevest Inc
New York
$3.74M +$261K +8,352 +8%
HighTower Advisors
187
HighTower Advisors
Illinois
$3.69M -$5.59M -178,888 -60%
AF
188
Advisornet Financial
Minnesota
$3.68M +$283K +9,060 +8%
SFS
189
Solitude Financial Services
Virginia
$3.64M +$147K +4,710 +4%
Qube Research & Technologies (QRT)
190
Qube Research & Technologies (QRT)
United Kingdom
$3.6M +$3.6M +115,254 New
SPIA
191
Steward Partners Investment Advisory
New York
$3.59M -$2.29M -73,194 -39%
HC
192
Hamilton Capital
Ohio
$3.53M -$940K -30,072 -21%
MSFS
193
Main Street Financial Solutions
Pennsylvania
$3.49M +$96K +3,072 +3%
Kovitz Investment Group Partners
194
Kovitz Investment Group Partners
Illinois
$3.43M -$2.1M -67,180 -38%
LAIC
195
Lederer & Associates Investment Counsel
California
$3.41M +$767K +24,542 +29%
DWP
196
Destiny Wealth Partners
Florida
$3.36M +$16.9K +540 +0.5%
HNW
197
High Note Wealth
Minnesota
$3.28M +$545K +17,458 +20%
BRWA
198
B. Riley Wealth Advisors
Florida
$3.28M -$19.7K -630 -0.6%
MOS
199
MGO One Seven
Ohio
$3.26M +$116K +3,722 +4%
NW
200
NewEdge Wealth
Pennsylvania
$3.24M -$4.92M -157,450 -60%
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