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Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$126M
2
QCM
Quadratic Capital Management
Connecticut
+$115M
3
NL
NEPC LLC
Massachusetts
+$71.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$56.4M
5
EW
Evoke Wealth
California
+$45.1M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$38.9M
2
RCA
Reitz Capital Advisors
Michigan
-$24M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
4
Ameriprise
Ameriprise
Minnesota
-$18.4M
5
Wells Fargo
Wells Fargo
California
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
176
C.M. Bidwell & Associates
Hawaii
$3.06M +$244K +9,646 +9%
AAS
177
Avantax Advisory Services
Texas
$3.05M +$390K +15,464 +15%
BRWA
178
B. Riley Wealth Advisors
Florida
$3.02M -$44.2K -1,750 -1%
NRI
179
NFP Retirement Inc
California
$3.01M -$581K -22,998 -16%
Mariner
180
Mariner
Kansas
$3.01M -$336K -13,310 -10%
HFS
181
Horizon Financial Services
North Carolina
$2.99M +$176K +6,982 +6%
FFL
182
Financial Freedom LLC
Ohio
$2.99M -$1.06M -41,934 -26%
PCM
183
Passive Capital Management
Maryland
$2.97M -$199K -7,900 -6%
AF
184
Advisornet Financial
Minnesota
$2.96M +$147K +5,806 +5%
JPLA
185
Joseph P. Lucia & Associates
New York
$2.91M -$136K -5,398 -4%
Allspring Global Investments
186
Allspring Global Investments
North Carolina
$2.89M – – –
WP
187
WealthPLAN Partners
Nebraska
$2.89M +$393K +15,586 +16%
AA
188
ALPS Advisors
Colorado
$2.87M +$1.63M +64,490 +131%
MAM
189
McLean Asset Management
Virginia
$2.84M -$819K -32,632 -22%
AFP
190
Ausdal Financial Partners
Iowa
$2.8M -$266K -10,556 -9%
RTL
191
Red Tortoise LLC
Georgia
$2.76M +$160K +6,346 +6%
GGS
192
Galvin Gaustad & Stein
Arizona
$2.72M -$35.5K -1,408 -1%
MPM
193
Meritage Portfolio Management
Kansas
$2.71M -$282K -11,156 -9%
EI
194
Ellevest Inc
New York
$2.71M -$1.25M -49,662 -32%
SFS
195
Solitude Financial Services
Virginia
$2.71M -$2.29M -90,830 -46%
ACM
196
Arcataur Capital Management
Wisconsin
$2.71M +$1.52K +60 +0.1%
BPA
197
Beacon Pointe Advisors
California
$2.68M +$1.33M +52,744 +99%
EIG
198
Ellenbecker Investment Group
Wisconsin
$2.67M +$272K +10,786 +11%
LAIC
199
Lederer & Associates Investment Counsel
California
$2.67M -$84.4K -3,344 -3%
GWP
200
Gateway Wealth Partners
Wisconsin
$2.65M -$280K -11,072 -10%
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