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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.

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
1
Empower Advisory Group
Colorado
$632M
2
QCM
2
Quadratic Capital Management
Connecticut
$721M
3
NL
3
NEPC LLC
Massachusetts
$72.1M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$266M
5
EW
5
Evoke Wealth
California
$208M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$14.7M
2
RCA
2
Reitz Capital Advisors
Michigan
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.6M
4
Ameriprise
4
Ameriprise
Minnesota
$120M
5
Wells Fargo
5
Wells Fargo
California
$39.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$872M 17,277,796 +314,855 +2%
QCM
2
Quadratic Capital Management
Connecticut
$721M 14,279,084 +2,281,058 +19%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$632M 12,524,783 +2,499,508 +25%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$369M 7,306,113 +566,822 +8%
Goldman Sachs
5
Goldman Sachs
New York
$274M 5,430,105 +311,415 +6%
Franklin Resources
6
Franklin Resources
California
$267M 5,279,600 +88,500 +2%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$266M 5,275,810 +1,117,657 +27%
SEI Investments
8
SEI Investments
Pennsylvania
$264M 5,222,426 +312,230 +6%
EW
9
Evoke Wealth
California
$208M 4,127,548 +894,204 +28%
AllianceBernstein
10
AllianceBernstein
Tennessee
$172M 3,416,039 -1,829 -0.1%
Cerity Partners
11
Cerity Partners
New York
$158M 3,134,392 +22,186 +0.7%
Charles Schwab
12
Charles Schwab
California
$124M 2,453,748 -144,229 -6%
AA
13
Alesco Advisors
New York
$123M 2,431,451 +94,761 +4%
Ameriprise
14
Ameriprise
Minnesota
$120M 2,358,817 -362,504 -13%
CTC
15
Central Trust Company
Missouri
$109M 2,163,921 +178,750 +9%
NC
16
NinePointTwo Capital
California
$87.2M 1,726,601 -58,135 -3%
Morgan Stanley
17
Morgan Stanley
New York
$85.2M 1,686,987 +71,283 +4%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$83.1M 1,646,830 +181,273 +12%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$82.8M 1,639,751 +24,942 +2%
US Bancorp
20
US Bancorp
Minnesota
$75.8M 1,501,087 -220,294 -13%
SFPM
21
Sensible Financial Planning & Management
Massachusetts
$72.8M 1,441,882 +39,312 +3%
NL
22
NEPC LLC
Massachusetts
$72.1M 1,428,188 +1,422,943 +27,130%
Bank of America
23
Bank of America
North Carolina
$59.5M 1,177,810 -11,660 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$58.3M 1,154,965 +195,583 +20%
LGWM
25
Litman Gregory Wealth Management
California
$51.1M 1,011,472 -11,320 -1%
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