SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

614 hedge funds and large institutions have $7.73B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 271 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-36
Holders Change %
-5.54%
% of All Funds
9.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.8%
New
59
Increased
203
Reduced
271
Closed
87
Calls
$5.12M
Puts
$500K
Net Calls
+$4.62M
Net Calls Change
+$2.69M

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$126M
2
QCM
Quadratic Capital Management
Connecticut
+$115M
3
NL
NEPC LLC
Massachusetts
+$71.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$56.4M
5
EW
Evoke Wealth
California
+$45.1M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$38.9M
2
RCA
Reitz Capital Advisors
Michigan
-$24M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
4
Ameriprise
Ameriprise
Minnesota
-$18.4M
5
Wells Fargo
Wells Fargo
California
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKIM
201
Hayek Kallen Investment Management
Alabama
$2.6M -$43.7K -1,732 -2%
SIA
202
Soltis Investment Advisors
Utah
$2.51M +$133K +5,260 +6%
GM
203
GeoWealth Management
Illinois
$2.48M -$118K -4,662 -5%
EBA
204
Eagle Bay Advisors
New York
$2.48M +$597K +23,664 +32%
MWM
205
McNaughton Wealth Management
California
$2.46M +$1.36M +53,908 +124%
JWCA
206
J.W. Cole Advisors
Florida
$2.46M -$126K -5,004 -5%
FFN
207
Focus Financial Network
Minnesota
$2.45M -$235K -9,300 -9%
Fidelity Investments
208
Fidelity Investments
Massachusetts
$2.45M +$541K +21,442 +28%
GC
209
Gilbert & Cook
Iowa
$2.43M -$454K -17,976 -16%
CL
210
Choreo LLC
Illinois
$2.42M -$300K -11,890 -11%
CWM
211
Congress Wealth Management
Massachusetts
$2.38M -$416K -16,480 -15%
FBB
212
Fulton Breakefield Broenniman
Maryland
$2.36M -$71K -2,812 -3%
IWM
213
IHT Wealth Management
Illinois
$2.32M -$3.43K -136 -0.1%
AFG
214
Arkansas Financial Group
Arkansas
$2.28M -$22.6K -896 -1%
GFWA
215
Grey Fox Wealth Advisors
Delaware
$2.26M -$852K -33,766 -27%
BWM
216
BCGM Wealth Management
Indiana
$2.21M +$751K +29,750 +51%
PWM
217
Perigon Wealth Management
California
$2.19M +$1.08M +42,628 +97%
TA
218
TrueWealth Advisors
Alabama
$2.14M +$82.7K +3,276 +4%
CNBTD
219
Citizens National Bank Trust Department
Mississippi
$2.13M -$211K -8,352 -9%
AIM
220
Anchor Investment Management
South Carolina
$2.07M -$716K -28,350 -26%
Kovitz Investment Group Partners
221
Kovitz Investment Group Partners
Illinois
$2.02M +$162K +6,400 +9%
CA
222
Corrado Advisors
New Jersey
$2M -$17K -674 -0.8%
LPAM
223
Lodestar Private Asset Management
California
$1.95M +$1.16M +46,074 +148%
OAP
224
One Advisory Partners
Kansas
$1.94M +$1.94M +76,952 New
Citadel Advisors
225
Citadel Advisors
Florida
$1.93M -$53.3K -2,110 -3%
7 8
9
10 11