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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.

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
Empower Advisory Group
1
Empower Advisory Group
Colorado
$511M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.08B
3
Cerity Partners
3
Cerity Partners
New York
$151M
4
Morgan Stanley
4
Morgan Stanley
New York
$85.9M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$227M

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 Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B 20,129,414 +3,579,526 +22%
CSIA
2
Charles Schwab Investment Advisory
California
$944M 17,612,707 -27,206,196 -61%
QCM
3
Quadratic Capital Management
Connecticut
$629M 11,732,683 -4,168,736 -26%
Empower Advisory Group
4
Empower Advisory Group
Colorado
$511M 9,532,521 +9,532,521 New
Franklin Resources
5
Franklin Resources
California
$270M 5,038,923 +994 +0%
Goldman Sachs
6
Goldman Sachs
New York
$266M 4,970,063 -477,263 -9%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$227M 4,236,703 +1,056,651 +33%
AllianceBernstein
8
AllianceBernstein
Tennessee
$182M 3,395,705 -4,664 -0.1%
EW
9
Evoke Wealth
California
$156M 2,918,087 +154,585 +6%
Cerity Partners
10
Cerity Partners
New York
$151M 2,819,209 +2,650,895 +1,575%
Ameriprise
11
Ameriprise
Minnesota
$150M 2,797,343 +180,781 +7%
Charles Schwab
12
Charles Schwab
California
$136M 2,534,775 +120,936 +5%
AA
13
Alesco Advisors
New York
$122M 2,271,989 +102,632 +5%
NC
14
NinePointTwo Capital
California
$101M 1,879,201 -41,505 -2%
US Bancorp
15
US Bancorp
Minnesota
$98.3M 1,834,125 -491,233 -21%
CTC
16
Central Trust Company
Missouri
$91.2M 1,701,481 +234,421 +16%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$91.1M 1,698,998 +185,091 +12%
Morgan Stanley
18
Morgan Stanley
New York
$85.9M 1,601,985 +1,120,882 +233%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$84.6M 1,577,871 +17,651 +1%
SFPM
20
Sensible Financial Planning & Management
Massachusetts
$76.9M 1,433,587 +38,324 +3%
UBS Group
21
UBS Group
Switzerland
$73M 1,361,226 -218,444 -14%
Wells Fargo
22
Wells Fargo
California
$68.3M 1,274,902 -161,253 -11%
Bank of America
23
Bank of America
North Carolina
$68M 1,269,077 +20,154 +2%
Wealthfront Advisers
24
Wealthfront Advisers
California
$59.6M 1,111,425 +358,991 +48%
Jane Street
25
Jane Street
New York
$54.2M 1,011,085 +55,082 +6%
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