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Schwab US TIPS ETF
SCHP

Overview Fund Activity

750 hedge funds and large institutions have $14.7B invested in Schwab US TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 312 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-14
Holders Change %
-1.83%
% of All Funds
11.87%
Holding in Top 10
80
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.79%
% of All Funds
1.27%
New
99
Increased
312
Reduced
258
Closed
103
Calls
$6.02M
Puts
$1.91M
Net Calls
+$4.11M
Net Calls Change
+$1.58M

Top Buyers

1
PCA
Personal Capital Advisors
California
$395M
2
Temasek Holdings
Temasek Holdings
Singapore
$556M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$61.1M
4
SL
Systelligence LLC
Minnesota
$34.7M
5
LGWM
Litman Gregory Wealth Management
California
$45.7M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
$1.5B
2
Jane Street
Jane Street
New York
$142M
3
Citigroup
Citigroup
New York
$31M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.5M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
ALPS Advisors
Colorado
$5.63M -$1.43M -46,950 -20%
UB
177
UMB Bank
Missouri
$5.61M -$7.13M -234,874 -56%
ZIMP
178
Zimmermann Investment Management & Planning
Pennsylvania
$5.51M +$252K +8,314 +5%
MAWAG
179
Mid-American Wealth Advisory Group
Missouri
$5.49M +$3.5M +115,320 +176%
FF
180
Friedenthal Financial
New Jersey
$5.46M -$3.64M -120,028 -40%
MA
181
Modus Advisors
Minnesota
$5.45M -$441K -14,536 -7%
PCM
182
Passive Capital Management
Maryland
$5.43M -$47.5K -1,564 -0.9%
HKIM
183
Hayek Kallen Investment Management
Alabama
$5.36M -$37.9K -1,250 -0.7%
AWS
184
Atria Wealth Solutions
New York
$5.28M +$5.28M +173,824 New
EP
185
Eudaimonia Partners
Tennessee
$5.27M +$5.27M +173,620 New
VWA
186
Visionary Wealth Advisors
Illinois
$5.14M +$5.14M +169,214 New
JPLA
187
Joseph P. Lucia & Associates
New York
$5.13M -$49K -1,614 -0.9%
JFG
188
JMG Financial Group
Illinois
$5.1M -$4.07K -134 -0.1%
C1AG
189
Client 1st Advisory Group
Florida
$5.08M +$655K +21,574 +15%
BCM
190
Brookstone Capital Management
Illinois
$5.05M -$10.5M -354,912 -68%
MWA
191
Moser Wealth Advisors
Washington
$5.04M +$246K +8,100 +5%
ATWA
192
Arbor Trust Wealth Advisors
Michigan
$5.02M +$12.3K +406 +0.2%
ULWM
193
Upper Left Wealth Management
Florida
$4.99M +$25.1K +836 +0.5%
BMD
194
Better Money Decisions
New Mexico
$4.82M +$4.82M +158,902 New
CA
195
Corrado Advisors
New Jersey
$4.81M -$1.84M -60,642 -28%
NW
196
NewEdge Wealth
Pennsylvania
$4.77M -$474K -15,622 -9%
WWG
197
West Wealth Group
California
$4.74M -$4.93M -162,276 -51%
AI
198
Atria Investments
North Carolina
$4.64M +$525K +17,290 +13%
NC
199
NewSquare Capital
Pennsylvania
$4.64M +$267K +8,790 +6%
EWA
200
Exencial Wealth Advisors
Oklahoma
$4.64M +$75K +2,470 +2%
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