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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.

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
1
SEI Investments
Pennsylvania
$257M
2
LGWM
2
Litman Gregory Wealth Management
California
$53.6M
3
Temasek Holdings
3
Temasek Holdings
Singapore
$37M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$33.8M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$526M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$353M
2
SWG
2
Summit Wealth Group
Vermont
$5.5M
3
Jane Street
3
Jane Street
New York
$0
4
GP
4
Greenline Partners
New York
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$889M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$889M 16,962,941 -649,766 -4%
QCM
2
Quadratic Capital Management
Connecticut
$629M 11,998,026 +265,343 +2%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$526M 10,025,275 +492,754 +5%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$353M 6,739,291 -13,390,123 -67%
Franklin Resources
5
Franklin Resources
California
$272M 5,191,100 +152,177 +3%
Goldman Sachs
6
Goldman Sachs
New York
$268M 5,118,690 +148,627 +3%
SEI Investments
7
SEI Investments
Pennsylvania
$257M 4,910,196 +4,902,800 +66,290%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$218M 4,158,153 -78,550 -2%
AllianceBernstein
9
AllianceBernstein
Tennessee
$179M 3,417,868 +22,163 +0.7%
EW
10
Evoke Wealth
California
$170M 3,233,344 +315,257 +11%
Cerity Partners
11
Cerity Partners
New York
$163M 3,112,206 +292,997 +10%
Ameriprise
12
Ameriprise
Minnesota
$144M 2,721,321 -76,022 -3%
Charles Schwab
13
Charles Schwab
California
$136M 2,597,977 +63,202 +2%
AA
14
Alesco Advisors
New York
$123M 2,336,690 +64,701 +3%
CTC
15
Central Trust Company
Missouri
$104M 1,985,171 +283,690 +17%
NC
16
NinePointTwo Capital
California
$93.6M 1,784,736 -94,465 -5%
US Bancorp
17
US Bancorp
Minnesota
$90.3M 1,721,381 -112,744 -6%
Morgan Stanley
18
Morgan Stanley
New York
$84.7M 1,615,704 +13,719 +0.9%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$84.7M 1,614,809 +36,938 +2%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$76.8M 1,465,557 -233,441 -14%
SFPM
21
Sensible Financial Planning & Management
Massachusetts
$73.5M 1,402,570 -31,017 -2%
Bank of America
22
Bank of America
North Carolina
$62.4M 1,189,470 -79,607 -6%
Wells Fargo
23
Wells Fargo
California
$58.2M 1,110,645 -164,257 -13%
Wealthfront Advisers
24
Wealthfront Advisers
California
$55.6M 1,060,608 -50,817 -5%
UBS Group
25
UBS Group
Switzerland
$55.3M 1,055,110 -306,116 -22%
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