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Schwab US TIPS ETF
SCHP

Overview Fund Activity

429 hedge funds and large institutions have $9.19B invested in Schwab US TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 219 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+18
Holders Change %
+4.38%
% of All Funds
8.68%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.97%
New
58
Increased
219
Reduced
78
Closed
32
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
-$1.12M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$213M
2
Franklin Resources
Franklin Resources
California
+$110M
3
Temasek Holdings
Temasek Holdings
Singapore
+$55.7M
4
Wells Fargo
Wells Fargo
California
+$48M
5
UBS Group
UBS Group
Switzerland
+$35.6M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$13.6M
2
Bank of America
Bank of America
North Carolina
-$12.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.9M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$9.3M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$8.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
226
Lee Financial
Texas
$955K -$1.83M -59,400 -66%
SPC
227
Sigma Planning Corp
Michigan
$952K +$331K +10,756 +53%
MLM
228
Mount Lucas Management
Pennsylvania
$940K -$122K -3,958 -11%
PRS
229
Pinkerton Retirement Specialists
Idaho
$938K +$597K +19,374 +175%
SW
230
SVB Wealth
Massachusetts
$928K – – –
KPWS
231
Kestra Private Wealth Services
Texas
$927K +$927K +30,094 New
CA
232
Continuum Advisory
Idaho
$911K +$129K +4,210 +17%
BIA
233
Bigelow Investment Advisors
Maine
$900K +$152K +4,932 +20%
CWM
234
Concentric Wealth Management
California
$864K -$6.78K -220 -0.8%
PWM
235
Perigon Wealth Management
California
$821K +$13.4K +436 +2%
Mariner
236
Mariner
Kansas
$815K +$815K +26,460 New
SWM
237
SigFig Wealth Management
California
$807K +$109K +3,532 +16%
CSIC
238
Clifford Swan Investment Counsel
California
$802K – – –
BUB
239
BBVA USA Bancshares
Texas
$785K – – –
CI
240
Cordant Inc
Oregon
$766K +$38.6K +1,254 +5%
PMG
241
ProVise Management Group
Florida
$763K +$18.5K +600 +2%
IAN
242
Integrated Advisors Network
Texas
$742K +$231K +7,498 +45%
MAFM
243
Mid Atlantic Financial Management
Pennsylvania
$724K +$193K +6,350 +36%
FNBOH
244
First National Bank of Hutchinson
Kansas
$720K +$720K +23,376 New
VCM
245
Verde Capital Management
Michigan
$709K +$407K +13,218 +135%
FCM
246
Firestone Capital Management
Florida
$699K – – –
RG
247
Retirement Group
California
$686K -$76K -2,466 -10%
WP
248
WealthPLAN Partners
Nebraska
$685K -$3.72K -122 -0.5%
AWM
249
Aprio Wealth Management
Georgia
$682K – – –
BSW
250
Buckingham Strategic Wealth
Missouri
$668K -$14.9K -482 -2%
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