We are live on ! Find out more
SCHP icon

Schwab US TIPS ETF
SCHP

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

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

36% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 119

24% more capital invested

Capital invested by funds: $6.63B → $8.2B (+$1.57B)

3.99% more ownership

Funds ownership: 154.14% → 158.13% (+4%)

4% more funds holding

Funds holding: 396 → 411 (+15)

7% less funds holding in top 10

Funds holding in top 10: 46 → 43 (-3)

48% less call options, than puts

Call options by funds: $228K | Put options by funds: $439K

Holders
411
Holders Change
+15
Holders Change %
+3.79%
% of All Funds
8.43%
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
+$2.28B
2
JP Morgan Chase
JP Morgan Chase
New York
+$57.5M
3
TCM
Tradewinds Capital Management
Washington
+$28.8M
4
UBS Group
UBS Group
Switzerland
+$25.7M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$24.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$504M
2
RBA
Richard Bernstein Advisors
New York
-$422M
3
Ameriprise
Ameriprise
Minnesota
-$200M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$199M
5
Osaic Holdings
Osaic Holdings
Arizona
-$60.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
226
Koshinski Asset Management
Illinois
$633K +$132K +4,466 +27%
SP
227
Successful Portfolios
Florida
$615K -$16K -540 -3%
SPC
228
Sigma Planning Corp
Michigan
$605K -$1.48K -50 -0.2%
GFPC
229
Global Financial Private Capital
Florida
$600K -$51.2K -1,728 -8%
VCP
230
Vista Capital Partners
Oregon
$600K -$770 -26 -0.1%
GCA
231
Gradient Capital Advisors
California
$590K +$5.21K +176 +0.9%
CWM
232
Cabot Wealth Management
Massachusetts
$587K -$52.8K -1,782 -8%
ACG
233
Allen Capital Group
Nebraska
$586K +$101K +3,426 +21%
PFO
234
Pathstone Family Office
New Jersey
$572K +$222K +7,500 +65%
ZF
235
Zhang Financial
Michigan
$547K +$6.4K +216 +1%
PB
236
Pinnacle Bancorp
Nebraska
$547K +$30.2K +1,020 +6%
SI
237
Stephens Inc
Arkansas
$543K – – –
GJIC
238
Gamble Jones Investment Counsel
California
$540K – – –
Invesco
239
Invesco
Georgia
$537K -$3.5K -118 -0.7%
FIM
240
Freedom Investment Management
Connecticut
$536K -$10.8K -366 -2%
FAM
241
Formidable Asset Management
Ohio
$535K +$525K +17,710 New
BJL
242
Brighton Jones LLC
Washington
$531K -$3.79K -128 -0.7%
MAFM
243
Mid Atlantic Financial Management
Pennsylvania
$525K -$1.1M -37,040 -68%
WKWM
244
Walter & Keenan Wealth Management
Indiana
$519K +$513K +17,300 New
Lido Advisors
245
Lido Advisors
California
$500K +$493K +16,656 New
IAN
246
Integrated Advisors Network
Texas
$498K +$170K +5,726 +53%
BRWA
247
B. Riley Wealth Advisors
Florida
$497K +$7.05K +238 +1%
FAIM
248
Financial Advocates Investment Management
Washington
$496K +$8.95K +302 +2%
PWM
249
PRW Wealth Management
Massachusetts
$495K +$133K +4,500 +38%
PPW
250
Parcion Private Wealth
Washington
$483K -$66.2K -2,236 -12%
8 9
10
11 12

SCHP Hedge Fund Activity: Q2 2020 in Review

411 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2020, worth a combined $8.2B — up 24% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SCHP positions and 46 closed out — a net gain of 19 holders — while 162 added to existing stakes and 119 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $2.28B. The largest seller was Bank of America, cutting an estimated $504M.

  • 411 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2020, up from 396 in Q1 2020.
  • Funds reported $8.2B of Schwab US TIPS ETF stock for Q2 2020, up 24% quarter-over-quarter.
  • 65 funds opened new Schwab US TIPS ETF positions in Q2 2020 and 46 closed out, a net change of +19 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2020 was Charles Schwab Investment Advisory, an estimated $2.28B added.
  • The largest Schwab US TIPS ETF seller in Q2 2020 was Bank of America, an estimated $504M sold.

Based on aggregated 13F filings for Q2 2020.