SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

396 hedge funds and large institutions have $6.63B invested in Schwab US TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+17
Holders Change %
+4.49%
% of All Funds
8.75%
Holding in Top 10
46
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+43.75%
% of All Funds
1.02%
New
63
Increased
129
Reduced
149
Closed
40
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$431K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.2M
2
Bank of America
2
Bank of America
North Carolina
$581M
3
RBA
3
Richard Bernstein Advisors
New York
$409M
4
MFM
4
MD Financial Management
Ontario, Canada
$99.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.52B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$268M
3
UCFA
3
United Capital Financial Advisors
Texas
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$73.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$544M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
226
Koshinski Asset Management
Illinois
$478K -$7.65K -266 -2%
WCWM
227
Willow Creek Wealth Management
California
$474K +$474K +16,496 New
BRWA
228
B. Riley Wealth Advisors
Florida
$469K -$23.7K -824 -5%
FAIM
229
Financial Advocates Investment Management
Washington
$467K +$185K +6,436 +66%
ACG
230
Allen Capital Group
Nebraska
$463K +$154K +5,372 +50%
CS
231
Cannell & Spears
New York
$450K +$450K +15,638 New
SW
232
SkyOak Wealth
Michigan
$448K +$448K +15,574 New
SAM
233
SignalPoint Asset Management
Missouri
$438K +$51K +1,774 +13%
Goldman Sachs
234
Goldman Sachs
New York
$435K -$2.11M -73,558 -83%
LJAC
235
L.J. Altfest & Co
New York
$414K +$49.5K +1,718 +14%
SIA
236
Soltis Investment Advisors
Utah
$412K +$103K +3,584 +33%
Janney Montgomery Scott
237
Janney Montgomery Scott
Pennsylvania
$406K -$609K -21,210 -60%
FNC
238
First National Corp
Massachusetts
$402K +$1.88K +316 +0.5%
CMO
239
Covenant Multifamily Offices
Texas
$400K -$8.21M -285,504 -95%
Wolverine Trading
240
Wolverine Trading
Illinois
$400K +$400K +13,878 New
WWM
241
WT Wealth Management
Arizona
$388K -$40K -1,392 -9%
WIC
242
Whitegate Investment Counselors
New Hampshire
$388K +$43.6K +1,516 +13%
CGA
243
Crescent Grove Advisors
Illinois
$368K +$368K +12,790 New
CAN
244
Cetera Advisor Networks
California
$360K +$5.12K +178 +1%
MWM
245
Merriman Wealth Management
Washington
$360K +$360K +12,522 New
RVPG
246
Relative Value Partners Group
$358K – – –
KA
247
Kovack Advisors
Florida
$357K -$6.9K -240 -2%
GC
248
Garde Capital
Washington
$356K +$88.2K +3,066 +33%
MLM
249
Mount Lucas Management
Pennsylvania
$353K +$353K +12,266 New
MW
250
Marcum Wealth
Ohio
$351K -$58 -2 -0%
8 9
10
11 12