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Schwab US TIPS ETF
SCHP

Overview Fund Activity

633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+45
Holders Change %
+7.65%
% of All Funds
11.12%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.3%
New
85
Increased
325
Reduced
135
Closed
29
Calls
$2.61M
Puts
$645K
Net Calls
+$1.96M
Net Calls Change
+$1.6M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.91B
2
Temasek Holdings
2
Temasek Holdings
Singapore
$237M
3
Ameriprise
3
Ameriprise
Minnesota
$211M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$52.2M
5
AWM
5
AE Wealth Management
Kansas
$51.5M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$52.5M
2
QCM
2
Quadratic Capital Management
Connecticut
$3B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
176
Moser Wealth Advisors
Washington
$4.58M +$383K +12,240 +9%
AAP
177
Arax Advisory Partners
Colorado
$4.56M +$110K +3,514 +2%
HGWM
178
Horst & Graben Wealth Management
Oregon
$4.46M +$4.22M +134,926 +1,762%
ATIA
179
American Trust Investment Advisors
New Hampshire
$4.39M – – –
TW
180
TrinityPoint Wealth
Connecticut
$4.37M -$8.2K -262 -0.2%
LGWM
181
Litman Gregory Wealth Management
California
$4.34M +$4.12M +131,696 +1,925%
AWM
182
Adams Wealth Management
Utah
$4.32M +$64.6K +2,064 +2%
GA
183
Gateway Advisory
New Jersey
$4.21M +$113K +3,606 +3%
FTS
184
Fifth Third Securities
Ohio
$4.17M +$4.17M +133,280 New
JWM
185
Jeppson Wealth Management
California
$4.17M +$116K +3,700 +3%
AOWM
186
Alpha Omega Wealth Management
Virginia
$4.13M +$90.8K +2,902 +2%
T
187
TNF
Montana
$4.04M +$4.04M +128,038 New
PC
188
Prairiewood Capital
North Dakota
$4M -$8.14K -260 -0.2%
BAM
189
Belpointe Asset Management
Nevada
$3.99M +$1.56M +49,824 +64%
EI
190
Ellevest Inc
New York
$3.99M +$240K +7,678 +6%
LAIC
191
Lederer & Associates Investment Counsel
California
$3.88M +$458K +14,640 +13%
CIM
192
Cambria Investment Management
California
$3.78M -$54.6K -1,744 -1%
SPIA
193
Steward Partners Investment Advisory
New York
$3.74M +$146K +4,680 +4%
MSFS
194
Main Street Financial Solutions
Pennsylvania
$3.74M +$242K +7,740 +7%
HNW
195
High Note Wealth
Minnesota
$3.74M +$438K +13,938 +13%
CIAS
196
CFS Investment Advisory Services
New Jersey
$3.73M +$3.73M +119,134 New
AF
197
Advisornet Financial
Minnesota
$3.72M +$35.8K +1,144 +1%
HighTower Advisors
198
HighTower Advisors
Illinois
$3.71M +$19.2K +616 +0.5%
RC
199
Roundview Capital
New Jersey
$3.69M -$91.9K -2,936 -2%
NW
200
NewEdge Wealth
Pennsylvania
$3.49M +$250K +8,004 +8%
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8
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