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Schwab US TIPS ETF
SCHP

Overview Fund Activity

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M

Top Buyers

1
JRP
Jasper Ridge Partners
California
$132M
2
Cerity Partners
Cerity Partners
New York
$164M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$103M
4
Morgan Stanley
Morgan Stanley
New York
$160M
5
Wealthfront Advisers
Wealthfront Advisers
California
$65.3M

Top Sellers

1
EW
Evoke Wealth
California
$477K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$262M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$17.7M
4
Franklin Resources
Franklin Resources
California
$225M
5
NC
NinePointTwo Capital
California
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
201
Ausdal Financial Partners
Iowa
$2.8M -$93.7K -3,590 -3%
GGS
202
Galvin Gaustad & Stein
Arizona
$2.79M -$24.1K -924 -0.9%
EI
203
Ellevest Inc
New York
$2.79M -$19.3K -738 -0.7%
PWM
204
Perigon Wealth Management
California
$2.75M +$485K +18,600 +21%
SA
205
Skyline Advisors
Washington
$2.71M +$2.71M +103,758 New
JPLA
206
Joseph P. Lucia & Associates
New York
$2.69M -$319K -12,236 -11%
MWM
207
McNaughton Wealth Management
California
$2.68M +$134K +5,134 +5%
AFA
208
American Financial Advisors
Georgia
$2.62M -$604K -23,160 -19%
CPW
209
Catalyst Private Wealth
California
$2.61M -$703K -26,928 -21%
GFWA
210
Grey Fox Wealth Advisors
Delaware
$2.6M +$264K +10,126 +11%
JFG
211
JMG Financial Group
Illinois
$2.53M +$584K +22,374 +30%
CWM
212
Congress Wealth Management
Massachusetts
$2.44M -$18.3K -702 -0.7%
TW
213
TrinityPoint Wealth
Connecticut
$2.41M -$1.2M -46,120 -33%
SWM
214
Seed Wealth Management
Illinois
$2.38M +$2.38M +91,130 New
ACM
215
Arcataur Capital Management
Wisconsin
$2.37M -$423K -16,200 -15%
FFN
216
Focus Financial Network
Minnesota
$2.35M -$183K -7,006 -7%
IWM
217
IHT Wealth Management
Illinois
$2.34M -$64.8K -2,484 -3%
ARC
218
Advisor Resource Council
Texas
$2.31M +$2.31M +88,640 New
AFG
219
Arkansas Financial Group
Arkansas
$2.31M -$50.9K -1,950 -2%
Kovitz Investment Group Partners
220
Kovitz Investment Group Partners
Illinois
$2.29M +$201K +7,690 +10%
KAS
221
Kestra Advisory Services
Texas
$2.28M +$338K +12,944 +17%
LPAM
222
Lodestar Private Asset Management
California
$2.25M +$233K +8,908 +12%
FAM
223
Formidable Asset Management
Ohio
$2.23M +$333K +12,762 +18%
FBB
224
Fulton Breakefield Broenniman
Maryland
$2.21M -$232K -8,872 -9%
NA
225
NewEdge Advisors
Louisiana
$2.19M +$1.05M +40,544 +93%
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