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Schwab US TIPS ETF
SCHP

Overview Fund Activity

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M

Top Buyers

1
JRP
Jasper Ridge Partners
California
$132M
2
Cerity Partners
Cerity Partners
New York
$164M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$103M
4
Morgan Stanley
Morgan Stanley
New York
$160M
5
Wealthfront Advisers
Wealthfront Advisers
California
$65.3M

Top Sellers

1
EW
Evoke Wealth
California
$477K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$262M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$17.7M
4
Franklin Resources
Franklin Resources
California
$225M
5
NC
NinePointTwo Capital
California
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
176
Allspring Global Investments
North Carolina
$3.52M +$533K +20,412 +18%
FTS
177
Fifth Third Securities
Ohio
$3.51M -$488K -18,692 -12%
MWA
178
Moser Wealth Advisors
Washington
$3.47M -$569K -21,800 -14%
VT
179
Vise Technologies
New York
$3.44M -$1.78M -68,178 -34%
CMBA
180
C.M. Bidwell & Associates
Hawaii
$3.41M +$242K +9,286 +8%
AOWM
181
Alpha Omega Wealth Management
Virginia
$3.39M +$45.2K +1,730 +1%
WTA
182
Washington Trust Advisors
Massachusetts
$3.35M -$514K -19,696 -13%
TNBTD
183
Trustmark National Bank Trust Department
Mississippi
$3.3M +$3.3M +126,318 New
CAN
184
Cetera Advisor Networks
California
$3.28M -$648K -24,830 -17%
HFS
185
Horizon Financial Services
North Carolina
$3.25M +$158K +6,042 +5%
EIG
186
Ellenbecker Investment Group
Wisconsin
$3.19M +$430K +16,480 +16%
OFS
187
OneAscent Financial Services
Alabama
$3.14M +$2.64M +101,298 +531%
NRI
188
NFP Retirement Inc
California
$3.14M +$20.5K +786 +0.7%
RTL
189
Red Tortoise LLC
Georgia
$3.12M +$263K +10,084 +9%
JWCA
190
J.W. Cole Advisors
Florida
$3.06M +$517K +19,800 +20%
AIP
191
Almanack Investment Partners
Pennsylvania
$3.04M -$26.8M -1,026,394 -90%
VWA
192
Visionary Wealth Advisors
Illinois
$3.01M -$186K -7,136 -6%
ATIA
193
American Trust Investment Advisors
New Hampshire
$2.96M -$245K -9,400 -8%
EFG
194
Ethos Financial Group
Pennsylvania
$2.96M -$2.67M -102,402 -47%
AA
195
ALPS Advisors
Colorado
$2.95M -$15.9K -610 -0.5%
CFD
196
Creative Financial Designs
Indiana
$2.91M -$567K -21,728 -16%
Mariner
197
Mariner
Kansas
$2.91M -$203K -7,794 -7%
MAM
198
McLean Asset Management
Virginia
$2.87M -$67.3K -2,600 -2%
AI
199
Atria Investments
North Carolina
$2.85M -$570K -21,826 -17%
SWP
200
Stratos Wealth Partners
Ohio
$2.81M +$1.11M +42,716 +66%
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