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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.

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

Top Sellers

1
EW
1
Evoke Wealth
California
$477K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$262M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$17.7M
4
Franklin Resources
4
Franklin Resources
California
$225M
5
NC
5
NinePointTwo Capital
California
$59.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$915M 17,525,815 +248,019 +1%
QCM
2
Quadratic Capital Management
Connecticut
$753M 14,432,753 +153,669 +1%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$641M 12,277,792 -246,991 -2%
Goldman Sachs
4
Goldman Sachs
New York
$304M 5,827,407 +397,302 +7%
VOYA Investment Management
5
VOYA Investment Management
Georgia
$275M 5,269,547 -6,263 -0.1%
SEI Investments
6
SEI Investments
Pennsylvania
$274M 5,245,095 +22,669 +0.4%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$262M 5,020,182 -2,285,931 -31%
Franklin Resources
8
Franklin Resources
California
$225M 4,316,882 -962,718 -18%
AllianceBernstein
9
AllianceBernstein
Tennessee
$179M 3,435,539 +19,500 +0.6%
Cerity Partners
10
Cerity Partners
New York
$164M 13,385,973 +10,251,581 +327%
Morgan Stanley
11
Morgan Stanley
New York
$160M 3,064,868 +1,377,881 +82%
Charles Schwab
12
Charles Schwab
California
$133M 2,554,820 +101,072 +4%
AA
13
Alesco Advisors
New York
$133M 2,540,646 +109,195 +4%
JRP
14
Jasper Ridge Partners
California
$132M 2,533,671 +2,533,671 New
CTC
15
Central Trust Company
Missouri
$121M 2,311,601 +147,680 +7%
PWPCM
16
Perella Weinberg Partners Capital Management
New York
$103M 1,974,194 +1,974,194 New
Ameriprise
17
Ameriprise
Minnesota
$97.7M 1,878,028 -480,789 -20%
UBS Group
18
UBS Group
Switzerland
$91M 1,743,378 +838,923 +93%
NL
19
NEPC LLC
Massachusetts
$78.4M 1,501,900 +73,712 +5%
SFPM
20
Sensible Financial Planning & Management
Massachusetts
$72.1M 1,382,056 -59,826 -4%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$69.8M 1,337,569 -309,261 -19%
Wealthfront Advisers
22
Wealthfront Advisers
California
$65.3M 1,250,583 +959,864 +330%
US Bancorp
23
US Bancorp
Minnesota
$63.1M 1,208,256 -292,831 -20%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$62.7M 1,200,864 +45,899 +4%
EPM
25
Elm Partners Management
Pennsylvania
$61.1M 1,170,968 +254,037 +28%
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