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Schwab US TIPS ETF
SCHP

Overview Fund Activity

764 hedge funds and large institutions have $15.4B invested in Schwab US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 354 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+131
Holders Change %
+20.7%
% of All Funds
11.8%
Holding in Top 10
95
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.38%
% of All Funds
1.47%
New
190
Increased
354
Reduced
143
Closed
47
Calls
$2.94M
Puts
$421K
Net Calls
+$2.52M
Net Calls Change
+$558K

Top Buyers

1
Jane Street
1
Jane Street
New York
$310M
2
CSIA
2
Charles Schwab Investment Advisory
California
$6.16B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$158M
4
FTUS
4
Flow Traders U.S.
New York
$31M
5
LPL Financial
5
LPL Financial
California
$62.3M

Top Sellers

1
QCM
1
Quadratic Capital Management
Connecticut
$2.03B
2
Temasek Holdings
2
Temasek Holdings
Singapore
$185M
3
Wells Fargo
3
Wells Fargo
California
$119M
4
Prudential Financial
4
Prudential Financial
New Jersey
$681K
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
201
JMG Financial Group
Illinois
$5.29M +$61.4K +1,954 +1%
MAG
202
Members Advisory Group
New York
$5.25M +$5.25M +167,042 New
ATWA
203
Arbor Trust Wealth Advisors
Michigan
$5.19M -$7.04K -224 -0.1%
ULWM
204
Upper Left Wealth Management
Florida
$5.19M +$5.19M +165,088 New
MWA
205
Moser Wealth Advisors
Washington
$4.97M +$365K +11,600 +8%
TFP
206
Tilia Fiduciary Partners
North Carolina
$4.89M +$4.89M +155,574 New
AF
207
Advisornet Financial
Minnesota
$4.87M +$1.13M +35,802 +30%
CIAS
208
CFS Investment Advisory Services
New Jersey
$4.84M +$1.17M +38,046 +32%
AAP
209
Arax Advisory Partners
Colorado
$4.8M +$211K +6,698 +5%
WTA
210
Washington Trust Advisors
Massachusetts
$4.78M +$4.78M +152,088 New
YIA
211
YHB Investment Advisors
Connecticut
$4.75M +$132K +4,200 +3%
EWA
212
Exencial Wealth Advisors
Oklahoma
$4.72M +$4.72M +150,238 New
MSA
213
McAlister Sweet & Associates
Texas
$4.71M +$4.71M +149,928 New
CWA
214
Clearview Wealth Advisors
Oregon
$4.7M +$2.7M +85,968 +135%
BAM
215
Belpointe Asset Management
Nevada
$4.69M +$678K +21,558 +17%
CAN
216
Cetera Advisor Networks
California
$4.68M +$1.32M +42,134 +39%
ATIA
217
American Trust Investment Advisors
New Hampshire
$4.65M +$237K +7,540 +5%
KAS
218
Kestra Advisory Services
Texas
$4.62M -$415K -13,204 -8%
C1AG
219
Client 1st Advisory Group
Florida
$4.58M +$2.68M +85,236 +141%
Thrivent Financial for Lutherans
220
Thrivent Financial for Lutherans
Minnesota
$4.58M -$6.29M – –
National Bank of Canada
221
National Bank of Canada
Quebec, Canada
$4.57M +$4.57M +146,196 New
AWM
222
Apollon Wealth Management
South Carolina
$4.57M +$4.57M +80,858 New
SPIA
223
Steward Partners Investment Advisory
New York
$4.54M +$781K +24,830 +21%
NC
224
NewSquare Capital
Pennsylvania
$4.53M +$4.53M +144,000 New
LAIC
225
Lederer & Associates Investment Counsel
California
$4.5M +$600K +19,084 +15%
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