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Schwab US TIPS ETF
SCHP

Overview Fund Activity

411 hedge funds and large institutions have $8.2B invested in Schwab US TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 162 increasing their positions, 119 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+15
Holders Change %
+3.79%
% of All Funds
8.45%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.88%
New
65
Increased
162
Reduced
119
Closed
46
Calls
$228K
Puts
$439K
Net Calls
-$211K
Net Calls Change
-$642K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.94B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$338M
3
TCM
Tradewinds Capital Management
Washington
$29.2M
4
UBS Group
UBS Group
Switzerland
$314M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$24.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$96.5M
2
RBA
Richard Bernstein Advisors
New York
$107K
3
VOYA Investment Management
VOYA Investment Management
Georgia
$366M
4
Ameriprise
Ameriprise
Minnesota
$24.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
226
Koshinski Asset Management
Illinois
$633K +$134K +4,466 +27%
SP
227
Successful Portfolios
Florida
$615K -$16.2K -540 -3%
SPC
228
Sigma Planning Corp
Michigan
$605K -$1.5K -50 -0.2%
GFPC
229
Global Financial Private Capital
Florida
$600K -$51.9K -1,728 -8%
VCP
230
Vista Capital Partners
Oregon
$600K -$781 -26 -0.1%
GCA
231
Gradient Capital Advisors
California
$590K +$5.29K +176 +0.9%
CWM
232
Cabot Wealth Management
Massachusetts
$587K -$53.4K -1,782 -8%
ACG
233
Allen Capital Group
Nebraska
$586K +$103K +3,426 +21%
PFO
234
Pathstone Family Office
New Jersey
$572K +$225K +7,500 +65%
ZF
235
Zhang Financial
Michigan
$547K +$6.49K +216 +1%
PB
236
Pinnacle Bancorp
Nebraska
$547K +$30.6K +1,020 +6%
SI
237
Stephens Inc
Arkansas
$543K – – –
GJIC
238
Gamble Jones Investment Counsel
California
$540K – – –
Invesco
239
Invesco
Georgia
$537K -$3.54K -118 -0.7%
FIM
240
Freedom Investment Management
Connecticut
$536K -$11K -366 -2%
FAM
241
Formidable Asset Management
Ohio
$535K +$535K +17,710 New
BJL
242
Brighton Jones LLC
Washington
$531K -$3.84K -128 -0.7%
MAFM
243
Mid Atlantic Financial Management
Pennsylvania
$525K -$1.11M -37,040 -68%
WKWM
244
Walter & Keenan Wealth Management
Indiana
$519K +$519K +17,300 New
Lido Advisors
245
Lido Advisors
California
$500K +$500K +16,656 New
IAN
246
Integrated Advisors Network
Texas
$498K +$172K +5,726 +53%
BRWA
247
B. Riley Wealth Advisors
Florida
$497K +$7.15K +238 +1%
FAIM
248
Financial Advocates Investment Management
Washington
$496K +$9.06K +302 +2%
PWM
249
PRW Wealth Management
Massachusetts
$495K +$135K +4,500 +38%
PPW
250
Parcion Private Wealth
Washington
$483K -$67.4K -2,236 -12%
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