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Schwab US TIPS ETF
SCHP

Overview Fund Activity

588 hedge funds and large institutions have $14.2B invested in Schwab US TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+48
Holders Change %
+8.89%
% of All Funds
10.27%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.13%
New
93
Increased
295
Reduced
125
Closed
39
Calls
$1.78M
Puts
$1.41M
Net Calls
+$362K
Net Calls Change
+$356K

Top Buyers

1
QCM
Quadratic Capital Management
Connecticut
+$834M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$211M
3
Citigroup
Citigroup
New York
+$82.7M
4
NC
NinePointTwo Capital
California
+$66.7M
5
Prudential Financial
Prudential Financial
New Jersey
+$40.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$670M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$172M
3
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$22.8M
4
MAM
Madison Asset Management
Wisconsin
-$22.7M
5
BPB
Badgley, Phelps & Bell
Washington
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNBTD
201
Moody National Bank Trust Division
Texas
$3.23M +$922K +29,502 +40%
FA
202
Fagan Associates
New York
$3.22M +$590K +18,864 +22%
DI
203
DAGCO Inc
Ohio
$3.17M +$940K +30,090 +42%
CIP
204
Capital Insight Partners
Arizona
$3.01M -$49.3K -1,578 -2%
WLIM
205
White Lighthouse Investment Management
Massachusetts
$3M +$26.6K +852 +0.9%
RCA
206
Reitz Capital Advisors
Michigan
$2.89M +$1.11M +35,438 +62%
CAN
207
Cetera Advisor Networks
California
$2.8M +$2.36M +75,444 +536%
PCIA
208
Prime Capital Investment Advisors
Kansas
$2.71M +$2.71M +86,658 New
GWMIA
209
Global Wealth Management Investment Advisory
Florida
$2.67M +$175K +5,614 +7%
RSVP
210
Ramsay Stattman Vela & Price
Colorado
$2.6M +$2.02M +64,470 +342%
BSB
211
Bangor Savings Bank
Maine
$2.54M +$608K +19,438 +31%
IAA
212
Ironsides Asset Advisors
North Carolina
$2.53M -$816K -26,100 -24%
JCIA
213
Jackson Creek Investment Advisors
Colorado
$2.53M +$177K +5,670 +8%
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
$2.49M +$2.04M +65,392 +454%
KWM
215
Kingsview Wealth Management
Oregon
$2.48M +$511K +16,426 +26%
BAM
216
Belpointe Asset Management
Nevada
$2.43M +$1.94M +62,132 +401%
CMBA
217
C.M. Bidwell & Associates
Hawaii
$2.38M +$920K +29,446 +63%
APW
218
Aurora Private Wealth
New Jersey
$2.34M +$2.34M +74,996 New
AFP
219
Ausdal Financial Partners
Iowa
$2.34M +$156K +4,992 +7%
PFM
220
Parsec Financial Management
North Carolina
$2.25M +$306K +9,786 +16%
EWM
221
Elmwood Wealth Management
California
$2.24M +$132K +4,230 +6%
SPC
222
Sigma Planning Corp
Michigan
$2.24M +$477K +15,246 +27%
DAS
223
Dynamic Advisor Solutions
Arizona
$2.24M +$292K +9,328 +15%
CFO
224
CVA Family Office
Colorado
$2.23M +$265K +8,470 +14%
ARIS
225
Advanced Research Investment Solutions
California
$2.22M +$1.98M +63,436 +844%
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