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Schwab US TIPS ETF
SCHP

Overview Fund Activity

764 hedge funds and large institutions have $15.4B invested in Schwab US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 354 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+131
Holders Change %
+20.7%
% of All Funds
11.8%
Holding in Top 10
95
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.38%
% of All Funds
1.47%
New
190
Increased
354
Reduced
143
Closed
47
Calls
$2.94M
Puts
$421K
Net Calls
+$2.52M
Net Calls Change
+$558K

Top Buyers

1
Jane Street
1
Jane Street
New York
$310M
2
CSIA
2
Charles Schwab Investment Advisory
California
$6.16B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$158M
4
FTUS
4
Flow Traders U.S.
New York
$31M
5
LPL Financial
5
LPL Financial
California
$62.3M

Top Sellers

1
QCM
1
Quadratic Capital Management
Connecticut
$2.03B
2
Temasek Holdings
2
Temasek Holdings
Singapore
$185M
3
Wells Fargo
3
Wells Fargo
California
$119M
4
Prudential Financial
4
Prudential Financial
New Jersey
$681K
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
176
One Wealth Advisors
California
$6.25M +$4.12M +130,882 +193%
MA
177
Mutual Advisors
Nebraska
$6.17M +$865K +27,512 +16%
MA
178
Modus Advisors
Minnesota
$6.1M -$339K -10,776 -5%
MAM
179
Madison Asset Management
Wisconsin
$6.01M -$990K -31,488 -14%
BRWA
180
B. Riley Wealth Advisors
Florida
$5.99M +$2.7M +85,768 +82%
PCA
181
Personal Capital Advisors
California
$5.97M +$5.97M +162,480 New
BWM
182
BCGM Wealth Management
Indiana
$5.79M -$190K -6,046 -3%
APW
183
Aurora Private Wealth
New Jersey
$5.7M +$3.09M +98,124 +118%
Kovitz Investment Group Partners
184
Kovitz Investment Group Partners
Illinois
$5.7M +$3.22M +103,650 +130%
WCFA
185
Walkner Condon Financial Advisors
Wisconsin
$5.69M +$5.69M +181,064 New
PCM
186
Passive Capital Management
Maryland
$5.67M +$5.67M +180,320 New
SFA
187
Souders Financial Advisors
Ohio
$5.61M +$45.3K +1,440 +0.8%
HKIM
188
Hayek Kallen Investment Management
Alabama
$5.59M +$607K +19,306 +12%
HighTower Advisors
189
HighTower Advisors
Illinois
$5.55M +$1.82M +57,792 +49%
HA
190
HC Advisors
Georgia
$5.54M +$42.1K +1,340 +0.8%
RCA
191
Resonant Capital Advisors
Wisconsin
$5.51M +$212K +6,744 +4%
SW
192
Simplicity Wealth
New Jersey
$5.5M +$5.5M +175,002 New
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$5.5M +$388K +12,330 +8%
ZIMP
194
Zimmermann Investment Management & Planning
Pennsylvania
$5.44M +$5.44M +173,094 New
FTS
195
Fifth Third Securities
Ohio
$5.43M +$1.24M +39,524 +30%
NW
196
NewEdge Wealth
Pennsylvania
$5.43M +$1.92M +61,172 +55%
UCFA
197
United Capital Financial Advisors
Texas
$5.4M -$233K -7,402 -4%
APW
198
Austin Private Wealth
Texas
$5.38M +$2.83M +89,890 +111%
JPLA
199
Joseph P. Lucia & Associates
New York
$5.37M +$563K +17,914 +12%
SPC
200
Sigma Planning Corp
Michigan
$5.3M +$2.19M +69,772 +71%
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