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Schwab US TIPS ETF
SCHP

Overview Fund Activity

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$257M
2
LGWM
Litman Gregory Wealth Management
California
+$53.6M
3
Temasek Holdings
Temasek Holdings
Singapore
+$37M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$33.5M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$25.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$702M
2
SWG
Summit Wealth Group
Vermont
-$280M
3
Jane Street
Jane Street
New York
-$54.2M
4
GP
Greenline Partners
New York
-$47.9M
5
CSIA
Charles Schwab Investment Advisory
California
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Cetera Advisors
Colorado
$2.63M +$156K +5,962 +6%
WP
202
WealthPLAN Partners
Nebraska
$2.59M +$1.23M +46,870 +90%
MA
203
Mutual Advisors
Nebraska
$2.55M -$1.99M -75,724 -44%
FBB
204
Fulton Breakefield Broenniman
Maryland
$2.53M -$65.1K -2,482 -3%
EIG
205
Ellenbecker Investment Group
Wisconsin
$2.49M +$372K +14,190 +18%
CAAS
206
Capital Asset Advisory Services
Michigan
$2.47M +$40K +1,532 +2%
SIA
207
Soltis Investment Advisors
Utah
$2.46M +$37.9K +1,444 +2%
CNBTD
208
Citizens National Bank Trust Department
Mississippi
$2.43M -$527K -20,102 -18%
IWM
209
IHT Wealth Management
Illinois
$2.42M -$33.8K -1,288 -1%
AFG
210
Arkansas Financial Group
Arkansas
$2.39M – – –
FCIM
211
Fairview Capital Investment Management
California
$2.39M – – –
AFG
212
Altiora Financial Group
Ohio
$2.34M +$23.4K +892 +1%
SWA
213
Stratos Wealth Advisors
Ohio
$2.32M -$177K -6,740 -7%
DAS
214
Dynamic Advisor Solutions
Arizona
$2.29M -$24.6K -940 -1%
BCM
215
Brookstone Capital Management
Illinois
$2.28M -$145K -5,614 -6%
CST
216
Charles Schwab Trust
Nevada
$2.27M +$253K +9,596 +13%
KPWS
217
Kestra Private Wealth Services
Texas
$2.23M +$2.23M +85,196 New
TA
218
TrueWealth Advisors
Alabama
$2.13M +$157K +6,002 +8%
FAM
219
Formidable Asset Management
Ohio
$2.1M -$116K -4,430 -5%
CA
220
Corrado Advisors
New Jersey
$2.1M +$25K +954 +1%
BWM
221
Benchmark Wealth Management
Connecticut
$2.09M -$242K -9,244 -10%
Citadel Advisors
222
Citadel Advisors
Florida
$2.06M +$1.19M +45,504 +137%
KC
223
Kades & Cheifetz
Pennsylvania
$2.04M -$31.4K -1,198 -2%
EF
224
Empowered Funds
Pennsylvania
$2.01M -$22.2M -847,864 -92%
EST
225
EA Series Trust
Pennsylvania
$2.01M +$2.01M +76,830 New
7 8
9
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