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Schwab US TIPS ETF
SCHP

Overview Fund Activity

693 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 306 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-20
Holders Change %
-2.81%
% of All Funds
11.98%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.16%
New
70
Increased
230
Reduced
306
Closed
83
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$216M
2
Jane Street
Jane Street
New York
$131M
3
CSIA
Charles Schwab Investment Advisory
California
$2.34B
4
PCA
Personal Capital Advisors
California
$403M
5
Principal Financial Group
Principal Financial Group
Iowa
$36.9M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
$958M
2
Temasek Holdings
Temasek Holdings
Singapore
$345M
3
Morgan Stanley
Morgan Stanley
New York
$27.2M
4
CW
Connectus Wealth
Ohio
$8.66M
5
UBS Group
UBS Group
Switzerland
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
176
Curi Wealth Management
North Carolina
$3.76M +$3.76M +145,150 New
TW
177
TrinityPoint Wealth
Connecticut
$3.71M -$673 -26 -0%
ATIA
178
American Trust Investment Advisors
New Hampshire
$3.68M -$99.5K -3,840 -3%
PC
179
Prairiewood Capital
North Dakota
$3.65M +$181K +7,002 +5%
AFP
180
Ausdal Financial Partners
Iowa
$3.62M +$68K +2,624 +2%
SFS
181
Solitude Financial Services
Virginia
$3.6M +$247K +9,546 +7%
WWG
182
West Wealth Group
California
$3.57M -$850K -32,840 -19%
ASN
183
Advisory Services Network
Georgia
$3.53M +$15.6K +604 +0.4%
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$3.48M -$25.3K -970 -0.7%
LAIC
185
Lederer & Associates Investment Counsel
California
$3.45M – – –
MG
186
Mather Group
Illinois
$3.44M +$50.1K +1,936 +1%
BCMLT
187
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.41M -$1.86M -66,602 -35%
FCA
188
FLC Capital Advisors
California
$3.4M -$3.29M -127,172 -49%
CNBTD
189
Citizens National Bank Trust Department
Mississippi
$3.37M -$777K -29,984 -19%
ULWM
190
Upper Left Wealth Management
Florida
$3.34M -$655K -25,060 -16%
RFM
191
Royal Fund Management
Florida
$3.32M +$3.32M +128,092 New
FCM
192
Fortis Capital Management
Washington
$3.24M +$550K +21,222 +20%
Prudential Financial
193
Prudential Financial
New Jersey
$3.21M -$182K -6,996 -5%
JWCA
194
J.W. Cole Advisors
Florida
$3.19M -$9.48K -366 -0.3%
BCM
195
Brookstone Capital Management
Illinois
$3.19M -$319K -12,250 -9%
EFS
196
Econ Financial Services
Pennsylvania
$3.17M +$1.29M +49,680 +68%
EW
197
Enzi Wealth
Texas
$3.16M +$3.16M +120,434 New
STA
198
Summit Trail Advisors
New York
$3.14M +$467K +18,010 +17%
AFS
199
Annapolis Financial Services
Maryland
$3.11M +$746K +28,792 +32%
AF
200
Advisornet Financial
Minnesota
$3.08M -$205K -7,906 -6%
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