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Schwab US TIPS ETF
SCHP

Overview Fund Activity

488 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 221 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+59
Holders Change %
+13.75%
% of All Funds
8.66%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.03%
New
97
Increased
221
Reduced
105
Closed
33
Calls
$248K
Puts
$1.52M
Net Calls
-$1.27M
Net Calls Change
+$63K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.57B
2
Franklin Resources
2
Franklin Resources
California
$223M
3
M&T Bank
3
M&T Bank
New York
$48.8M
4
NA
4
NextCapital Advisers
Illinois
$136M
5
Charles Schwab
5
Charles Schwab
California
$86.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$194M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.18M
3
Jane Street
3
Jane Street
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$347M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
226
Integrated Wealth Concepts
Massachusetts
$1.43M +$319K +10,286 +29%
CMBA
227
C.M. Bidwell & Associates
Hawaii
$1.43M +$450K +14,506 +46%
TSW
228
Thompson Siegel & Walmsley
Virginia
$1.41M – – –
WAP
229
Wealthcare Advisory Partners
Pennsylvania
$1.39M +$201K +6,480 +17%
FCIM
230
Fairview Capital Investment Management
California
$1.37M – – –
SA
231
SRH Advisors
Kansas
$1.33M – – –
XF
232
XML Financial
Maryland
$1.33M +$43.6K +1,406 +3%
HH
233
Hilltop Holdings
Texas
$1.3M +$28.4K +916 +2%
FAM
234
Formidable Asset Management
Ohio
$1.3M +$172K +5,548 +15%
NL
235
NEPC LLC
Massachusetts
$1.26M – – –
TCM
236
Tran Capital Management
California
$1.25M +$21.4K +688 +2%
FA
237
Fagan Associates
New York
$1.17M -$1.12K -36 -0.1%
CA
238
Cambridge Advisors
Nebraska
$1.15M – – –
BFEC
239
Benjamin F. Edwards & Company
Missouri
$1.12M +$19.1K +616 +2%
PS
240
Portfolio Solutions
Michigan
$1.1M +$10.6K +342 +1%
MCC
241
Money Concepts Capital
Florida
$1.09M +$1.09M +34,972 New
MLM
242
Mount Lucas Management
Pennsylvania
$1.06M +$115K +3,692 +12%
SW
243
SVB Wealth
Massachusetts
$1.06M +$123K +3,970 +13%
PRS
244
Pinkerton Retirement Specialists
Idaho
$1.05M +$106K +3,418 +11%
LF
245
Lee Financial
Texas
$971K +$8.94K +288 +0.9%
ACA
246
Atlas Capital Advisors
Wyoming
$966K +$340K +10,966 +54%
BIA
247
Bigelow Investment Advisors
Maine
$959K +$52.8K +1,702 +6%
SWM
248
SigFig Wealth Management
California
$946K +$134K +4,328 +17%
IAN
249
Integrated Advisors Network
Texas
$907K +$159K +5,136 +21%
KCPG
250
Kavar Capital Partners Group
Kansas
$890K +$890K +28,674 New
8 9
10
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