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Schwab US TIPS ETF
SCHP

Overview Fund Activity

693 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 306 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-20
Holders Change %
-2.81%
% of All Funds
11.98%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.16%
New
70
Increased
230
Reduced
306
Closed
83
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$216M
2
Jane Street
Jane Street
New York
$131M
3
CSIA
Charles Schwab Investment Advisory
California
$2.34B
4
PCA
Personal Capital Advisors
California
$403M
5
Principal Financial Group
Principal Financial Group
Iowa
$36.9M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
$958M
2
Temasek Holdings
Temasek Holdings
Singapore
$345M
3
Morgan Stanley
Morgan Stanley
New York
$27.2M
4
CW
Connectus Wealth
Ohio
$8.66M
5
UBS Group
UBS Group
Switzerland
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
201
Dynamic Advisor Solutions
Arizona
$3.07M +$177K +6,830 +6%
AWA
202
Aletheian Wealth Advisors
Washington
$3M -$46.7K -1,802 -2%
TFP
203
Tilia Fiduciary Partners
North Carolina
$2.94M -$766K -29,502 -21%
HCC
204
Hirtle Callaghan & Co
Pennsylvania
$2.93M +$1.28M +49,240 +77%
IHWM
205
Iron Horse Wealth Management
Iowa
$2.93M -$7.09M -273,828 -71%
BRWA
206
B. Riley Wealth Advisors
Florida
$2.92M -$41.6K -1,606 -1%
HFS
207
Horizon Financial Services
North Carolina
$2.9M -$189K -7,292 -6%
Millennium Management
208
Millennium Management
New York
$2.9M +$2.2M +85,108 +316%
FBB
209
Fulton Breakefield Broenniman
Maryland
$2.88M +$9.27K +358 +0.3%
RC
210
Roundview Capital
New Jersey
$2.78M -$331K -12,776 -11%
SG
211
StoneX Group
New York
$2.78M +$3.37K +130 +0.1%
SPC
212
Sigma Planning Corp
Michigan
$2.76M -$574K -22,172 -17%
Fidelity Investments
213
Fidelity Investments
Massachusetts
$2.75M -$1.42M -54,970 -34%
SI
214
Stephens Inc
Arkansas
$2.71M +$126K +4,858 +5%
WCFA
215
Walkner Condon Financial Advisors
Wisconsin
$2.7M -$375K -14,478 -12%
CFO
216
CVA Family Office
Colorado
$2.7M +$52 +2 +0%
MNBTD
217
Moody National Bank Trust Division
Texas
$2.68M – – –
CWA
218
Clearview Wealth Advisors
Oregon
$2.67M -$915K -35,328 -26%
RSVP
219
Ramsay Stattman Vela & Price
Colorado
$2.67M -$244K -9,410 -8%
FNC
220
First National Corp
Massachusetts
$2.63M -$338K -13,030 -11%
CWM
221
Congress Wealth Management
Massachusetts
$2.58M +$2.75K +106 +0.1%
CAM
222
Covenant Asset Management
New Jersey
$2.57M +$284K +10,300 +12%
PA
223
PFG Advisors
Arizona
$2.56M +$2.56M +98,860 New
FAM
224
Formidable Asset Management
Ohio
$2.55M +$16.3K +626 +0.6%
ACM
225
AlphaStar Capital Management
North Carolina
$2.54M -$1.75M -67,624 -41%
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