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Schwab US TIPS ETF
SCHP

Overview Fund Activity

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Cerity Partners
2
Cerity Partners
New York
$151M
3
Morgan Stanley
3
Morgan Stanley
New York
$85.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$227M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$46.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$944M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
QCM
3
Quadratic Capital Management
Connecticut
$629M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
201
Avantax Advisory Services
Texas
$2.68M +$528K +19,712 +25%
FBB
202
Fulton Breakefield Broenniman
Maryland
$2.65M -$105K -3,902 -4%
C1AG
203
Client 1st Advisory Group
Florida
$2.62M -$646K -24,104 -20%
SWM
204
SigFig Wealth Management
California
$2.61M +$1.73M +62,340 +197%
RTL
205
Red Tortoise LLC
Georgia
$2.6M +$26.8K +998 +1%
SWA
206
Stratos Wealth Advisors
Ohio
$2.55M -$1.97M -73,538 -44%
ZF
207
Zhang Financial
Michigan
$2.54M -$912K -34,038 -26%
CA
208
Cetera Advisors
Colorado
$2.53M +$144K +5,382 +6%
IWM
209
IHT Wealth Management
Illinois
$2.5M -$11.8K -442 -0.5%
BCM
210
Brookstone Capital Management
Illinois
$2.5M -$344K -12,932 -12%
CAAS
211
Capital Asset Advisory Services
Michigan
$2.49M +$472K +17,608 +23%
SIA
212
Soltis Investment Advisors
Utah
$2.48M +$371K +13,848 +18%
AFG
213
Arkansas Financial Group
Arkansas
$2.45M +$7.77K +290 +0.3%
FCIM
214
Fairview Capital Investment Management
California
$2.44M +$26.8K +1,000 +1%
TFP
215
Tilia Fiduciary Partners
North Carolina
$2.42M -$242K -9,046 -9%
Allspring Global Investments
216
Allspring Global Investments
North Carolina
$2.41M – – –
BWM
217
Benchmark Wealth Management
Connecticut
$2.38M +$312K +11,684 +15%
AFG
218
Altiora Financial Group
Ohio
$2.37M – – –
DAS
219
Dynamic Advisor Solutions
Arizona
$2.37M -$596K -22,228 -20%
EBA
220
Eagle Bay Advisors
New York
$2.32M +$351K +13,096 +18%
FAM
221
Formidable Asset Management
Ohio
$2.27M -$49.1K -1,832 -2%
SPC
222
Sigma Planning Corp
Michigan
$2.22M -$181K -6,768 -8%
EIG
223
Ellenbecker Investment Group
Wisconsin
$2.17M +$2.17M +80,772 New
KC
224
Kades & Cheifetz
Pennsylvania
$2.12M +$9.54K +356 +0.5%
CA
225
Corrado Advisors
New Jersey
$2.12M +$63.5K +2,368 +3%
7 8
9
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