SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$257M
2
LGWM
Litman Gregory Wealth Management
California
$53.6M
3
Temasek Holdings
Temasek Holdings
Singapore
$37M
4
PCIA
Prime Capital Investment Advisors
Kansas
$33.8M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$526M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$353M
2
SWG
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
Jane Street
New York
$0
4
GP
Greenline Partners
New York
$0
5
CSIA
Charles Schwab Investment Advisory
California
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
176
Joseph P. Lucia & Associates
New York
$3.16M -$139K -5,298 -4%
CPW
177
Catalyst Private Wealth
California
$3.16M +$2.4M +91,602 +318%
MPM
178
Meritage Portfolio Management
Kansas
$3.11M -$291K -11,098 -9%
SI
179
Stephens Inc
Arkansas
$3.1M +$143K +5,448 +5%
GWP
180
Gateway Wealth Partners
Wisconsin
$3.05M -$31.8K -1,214 -1%
Allspring Global Investments
181
Allspring Global Investments
North Carolina
$3M +$644K +24,560 +27%
GC
182
Gilbert & Cook
Iowa
$2.99M -$701K -26,732 -19%
CMBA
183
C.M. Bidwell & Associates
Hawaii
$2.93M +$1.03M +39,452 +55%
HFS
184
Horizon Financial Services
North Carolina
$2.92M +$117K +4,450 +4%
AF
185
Advisornet Financial
Minnesota
$2.92M +$100K +3,824 +4%
CWM
186
Congress Wealth Management
Massachusetts
$2.9M -$92.9K -3,544 -3%
AIM
187
Anchor Investment Management
South Carolina
$2.89M -$6.24M -238,066 -68%
GGS
188
Galvin Gaustad & Stein
Arizona
$2.86M +$143K +5,436 +5%
LAIC
189
Lederer & Associates Investment Counsel
California
$2.86M -$15.5K -590 -0.5%
CL
190
Choreo LLC
Illinois
$2.83M +$74K +2,822 +3%
ACM
191
Arcataur Capital Management
Wisconsin
$2.81M +$2.81M +107,126 New
FFN
192
Focus Financial Network
Minnesota
$2.78M -$1.01M -38,706 -27%
AAS
193
Avantax Advisory Services
Texas
$2.76M +$143K +5,446 +5%
HKIM
194
Hayek Kallen Investment Management
Alabama
$2.75M -$36.4K -1,388 -1%
RTL
195
Red Tortoise LLC
Georgia
$2.7M +$154K +5,886 +6%
GM
196
GeoWealth Management
Illinois
$2.7M +$2.7M +102,860 New
AOWM
197
Alpha Omega Wealth Management
Virginia
$2.68M -$30.6K -1,166 -1%
JWCA
198
J.W. Cole Advisors
Florida
$2.68M -$17.3K -660 -0.6%
Truist Financial
199
Truist Financial
North Carolina
$2.66M -$876K -33,418 -25%
JFG
200
JMG Financial Group
Illinois
$2.64M +$419 +16 +0%
6 7
8
9 10