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Schwab US TIPS ETF
SCHP

Overview Fund Activity

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K

Top Buyers

1
EW
1
Evoke Wealth
California
$208M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$668M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$100M
5
Charles Schwab
5
Charles Schwab
California
$134M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.41B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$6.86M
3
Jane Street
3
Jane Street
New York
$30M
4
QCM
4
Quadratic Capital Management
Connecticut
$1.32B
5
FWM
5
Focused Wealth Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
201
Prudential Financial
New Jersey
$3.63M -$5.92K -212 -0.2%
SFS
202
Solitude Financial Services
Virginia
$3.61M -$4.48M -160,522 -55%
SPC
203
Sigma Planning Corp
Michigan
$3.59M -$183K -6,548 -5%
AF
204
Advisornet Financial
Minnesota
$3.54M +$177K +6,344 +5%
JWCA
205
J.W. Cole Advisors
Florida
$3.44M +$318K +11,394 +10%
AWM
206
Adams Wealth Management
Utah
$3.37M -$177K -6,332 -5%
RC
207
Roundview Capital
New Jersey
$3.35M -$116K -4,144 -3%
HFS
208
Horizon Financial Services
North Carolina
$3.33M -$1.99M -71,368 -37%
WCFA
209
Walkner Condon Financial Advisors
Wisconsin
$3.32M -$227K -8,138 -6%
PPW
210
Parcion Private Wealth
Washington
$3.3M +$3.3M +116,194 New
AWA
211
Aletheian Wealth Advisors
Washington
$3.28M -$772K -27,674 -19%
CIM
212
Cambria Investment Management
California
$3.28M -$90.1K -3,228 -3%
UCFA
213
United Capital Financial Advisors
Texas
$3.23M -$796K -28,526 -20%
FNC
214
First National Corp
Massachusetts
$3.19M -$1.79K -64 -0.1%
BRWA
215
B. Riley Wealth Advisors
Florida
$3.19M +$51.6K +1,848 +2%
RSVP
216
Ramsay Stattman Vela & Price
Colorado
$3.14M +$1.12K +40 +0%
DAS
217
Dynamic Advisor Solutions
Arizona
$3.11M -$137K -4,908 -4%
FBB
218
Fulton Breakefield Broenniman
Maryland
$3.09M +$37.9K +1,360 +1%
CPWA
219
Cerro Pacific Wealth Advisors
California
$3.09M +$3.09M +110,590 New
SG
220
StoneX Group
New York
$2.99M +$222K +7,948 +8%
OC
221
Oarsman Capital
Wisconsin
$2.91M +$390K +13,988 +15%
CFO
222
CVA Family Office
Colorado
$2.91M +$16.9K +604 +0.6%
CFP
223
Cypress Financial Planning
New Jersey
$2.9M +$2.9M +103,976 New
FCM
224
Fortis Capital Management
Washington
$2.9M +$9.21K +330 +0.3%
MNBTD
225
Moody National Bank Trust Division
Texas
$2.89M – – –
7 8
9
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