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Schwab US TIPS ETF
SCHP

Overview Fund Activity

696 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 196 increasing their positions, 320 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.23%
Holding in Top 10
62
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.46%
% of All Funds
1%
New
110
Increased
196
Reduced
320
Closed
100
Calls
$16.7M
Puts
$508K
Net Calls
+$16.2M
Net Calls Change
+$15.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$857M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$165M
3
Goldman Sachs
Goldman Sachs
New York
$282M
4
PCA
Personal Capital Advisors
California
$436M
5
CTC
Central Trust Company
Missouri
$76M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$108M
2
QCM
Quadratic Capital Management
Connecticut
$824M
3
Jane Street
Jane Street
New York
$49.5M
4
EW
Evoke Wealth
California
$143M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
201
Brookstone Capital Management
Illinois
$2.8M -$406K -15,498 -13%
SI
202
Stephens Inc
Arkansas
$2.8M +$86.4K +3,336 +3%
HGWM
203
Horst & Graben Wealth Management
Oregon
$2.78M -$5.37M -207,272 -66%
HCC
204
Hirtle Callaghan & Co
Pennsylvania
$2.7M -$226K -8,744 -8%
CPWA
205
Cerro Pacific Wealth Advisors
California
$2.69M +$394K +15,216 +17%
AF
206
Advisornet Financial
Minnesota
$2.69M -$394K -15,218 -13%
FBB
207
Fulton Breakefield Broenniman
Maryland
$2.66M -$212K -8,188 -7%
AOWM
208
Alpha Omega Wealth Management
Virginia
$2.65M +$369K +14,256 +16%
TFP
209
Tilia Fiduciary Partners
North Carolina
$2.57M -$364K -14,040 -12%
RTL
210
Red Tortoise LLC
Georgia
$2.49M +$2.49M +96,048 New
LAS
211
Lloyd Advisory Services
Georgia
$2.44M +$116K +4,484 +5%
IWM
212
IHT Wealth Management
Illinois
$2.43M -$89.5K -3,458 -4%
PA
213
PFG Advisors
Arizona
$2.39M -$171K -6,594 -7%
AWM
214
Adams Wealth Management
Utah
$2.37M +$242K +9,362 +11%
AFG
215
Arkansas Financial Group
Arkansas
$2.36M +$2.36M +91,052 New
Allspring Global Investments
216
Allspring Global Investments
North Carolina
$2.33M – – –
FCIM
217
Fairview Capital Investment Management
California
$2.33M +$1.19M +45,800 +104%
SPC
218
Sigma Planning Corp
Michigan
$2.32M -$442K -17,060 -16%
CA
219
Cetera Advisors
Colorado
$2.3M +$1.03M +39,750 +81%
AFG
220
Altiora Financial Group
Ohio
$2.29M +$2.29M +88,484 New
RC
221
Roundview Capital
New Jersey
$2.28M -$499K -19,258 -18%
FNC
222
First National Corp
Massachusetts
$2.26M -$365K -14,104 -14%
FAM
223
Formidable Asset Management
Ohio
$2.24M -$301K -11,614 -12%
RFM
224
Royal Fund Management
Florida
$2.16M -$1.16M -44,772 -35%
CL
225
Choreo LLC
Illinois
$2.08M -$81.7K -3,156 -4%
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