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Schwab US TIPS ETF
SCHP

Overview Fund Activity

696 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 196 increasing their positions, 320 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.23%
Holding in Top 10
62
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.46%
% of All Funds
1%
New
110
Increased
196
Reduced
320
Closed
100
Calls
$16.7M
Puts
$508K
Net Calls
+$16.2M
Net Calls Change
+$15.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$857M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$165M
3
Goldman Sachs
3
Goldman Sachs
New York
$282M
4
PCA
4
Personal Capital Advisors
California
$436M
5
CTC
5
Central Trust Company
Missouri
$76M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$108M
2
QCM
2
Quadratic Capital Management
Connecticut
$824M
3
Jane Street
3
Jane Street
New York
$49.5M
4
EW
4
Evoke Wealth
California
$143M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
176
NFP Retirement Inc
California
$3.41M +$1.34M +51,778 +65%
AFP
177
Ausdal Financial Partners
Iowa
$3.38M -$238K -9,188 -7%
ULWM
178
Upper Left Wealth Management
Florida
$3.38M +$68.9K +2,660 +2%
ZF
179
Zhang Financial
Michigan
$3.33M -$1.2M -46,278 -26%
VBFP
180
Valtinson Bruner Financial Planning
Minnesota
$3.32M +$3.32M +125,764 New
ACM
181
AlphaStar Capital Management
North Carolina
$3.31M +$771K +29,778 +30%
ASN
182
Advisory Services Network
Georgia
$3.31M -$225K -8,688 -6%
TW
183
TrinityPoint Wealth
Connecticut
$3.28M -$432K -16,672 -12%
JWCA
184
J.W. Cole Advisors
Florida
$3.19M +$7.87K +304 +0.2%
CNBTD
185
Citizens National Bank Trust Department
Mississippi
$3.19M -$173K -6,690 -5%
C1AG
186
Client 1st Advisory Group
Florida
$3.15M -$665K -25,682 -17%
RJFSA
187
Raymond James Financial Services Advisors
Florida
$3.14M -$777K -30,014 -20%
JFG
188
JMG Financial Group
Illinois
$3.08M -$1.5M -57,934 -33%
CM
189
Columbus Macro
Pennsylvania
$2.99M -$1.15M -44,524 -28%
BRWA
190
B. Riley Wealth Advisors
Florida
$2.98M +$66.9K +2,582 +2%
GFWA
191
Grey Fox Wealth Advisors
Delaware
$2.91M +$2.91M +112,472 New
OIA
192
OneDigital Investment Advisors
Kansas
$2.9M +$2.69M +103,866 +1,290%
CWM
193
Congress Wealth Management
Massachusetts
$2.89M +$311K +12,020 +12%
SG
194
StoneX Group
New York
$2.88M +$101K +3,902 +4%
EW
195
Enzi Wealth
Texas
$2.87M -$330K -12,440 -10%
DAS
196
Dynamic Advisor Solutions
Arizona
$2.87M -$200K -7,728 -7%
LAIC
197
Lederer & Associates Investment Counsel
California
$2.87M -$583K -22,508 -17%
HFS
198
Horizon Financial Services
North Carolina
$2.86M -$42.1K -1,626 -1%
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
$2.86M -$603K -23,250 -17%
HKIM
200
Hayek Kallen Investment Management
Alabama
$2.84M -$1.53M -59,026 -35%
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