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Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Cerity Partners
2
Cerity Partners
New York
$151M
3
Morgan Stanley
3
Morgan Stanley
New York
$85.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$227M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$46.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
QCM
3
Quadratic Capital Management
Connecticut
$629M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
176
Joseph P. Lucia & Associates
New York
$3.38M -$190K -7,096 -5%
VBFP
177
Valtinson Bruner Financial Planning
Minnesota
$3.36M -$8.52K -318 -0.3%
AFP
178
Ausdal Financial Partners
Iowa
$3.3M -$202K -7,536 -6%
BRWA
179
B. Riley Wealth Advisors
Florida
$3.17M +$76.9K +2,870 +2%
GWP
180
Gateway Wealth Partners
Wisconsin
$3.15M -$399K -14,882 -11%
CWM
181
Congress Wealth Management
Massachusetts
$3.06M +$67.8K +2,530 +2%
WMS
182
Wealth Management Solutions
Pennsylvania
$3.05M -$12.6M -469,756 -80%
CNBTD
183
Citizens National Bank Trust Department
Mississippi
$3.03M -$276K -10,302 -8%
SI
184
Stephens Inc
Arkansas
$3.02M +$125K +4,680 +4%
GFWA
185
Grey Fox Wealth Advisors
Delaware
$3.01M -$1.13K -42 -0%
Renaissance Technologies
186
Renaissance Technologies
New York
$2.99M +$2.99M +111,602 New
LAIC
187
Lederer & Associates Investment Counsel
California
$2.94M -$30.6K -1,140 -1%
AF
188
Advisornet Financial
Minnesota
$2.89M +$104K +3,896 +4%
HFS
189
Horizon Financial Services
North Carolina
$2.87M -$91K -3,394 -3%
HKIM
190
Hayek Kallen Investment Management
Alabama
$2.85M -$88.5K -3,300 -3%
ATWA
191
Arbor Trust Wealth Advisors
Michigan
$2.83M -$753K -28,076 -21%
CL
192
Choreo LLC
Illinois
$2.81M +$657K +24,524 +30%
AFG
193
ABLE Financial Group
Arizona
$2.8M +$2.8M +104,618 New
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$2.79M -$803K -29,962 -22%
GGS
195
Galvin Gaustad & Stein
Arizona
$2.78M +$1.19M +44,420 +75%
AOWM
196
Alpha Omega Wealth Management
Virginia
$2.78M +$31K +1,156 +1%
HCC
197
Hirtle Callaghan & Co
Pennsylvania
$2.76M -$35.5K -1,326 -1%
JWCA
198
J.W. Cole Advisors
Florida
$2.76M -$547K -20,398 -17%
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
$2.72M +$2.48M +92,574 +1,040%
JFG
200
JMG Financial Group
Illinois
$2.69M -$496K -18,516 -16%
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