SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

304 hedge funds and large institutions have $4.44B invested in Schwab US TIPS ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 36 closing their positions.

Holders
304
Holders Change
+20
Holders Change %
+7.04%
% of All Funds
6.78%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.47%
New
60
Increased
97
Reduced
113
Closed
36
Calls
$298K
Puts
–
Net Calls
+$298K
Net Calls Change
-$26K

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$220M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$635M
3
WCM
3
Wealthcare Capital Management
Virginia
$67.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$44.3M
5
Wells Fargo
5
Wells Fargo
California
$48.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.98B
2
PAG
2
Pinnacle Advisory Group
Maryland
$1.9M
3
UBS Group
3
UBS Group
Switzerland
$16M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$1.46M
5
MIH
5
Madison Investment Holdings
Wisconsin
$84.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
251
Bedel Financial Consulting
Indiana
$45K 843 -6 -0.7%
DWM
252
Destination Wealth Management
California
$41K 763 -1,764 -70%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$39K 738 -288 -28%
PCIA
254
Prime Capital Investment Advisors
Kansas
$35K 665 +665 New
OIA
255
Optimum Investment Advisors
Illinois
$32K 600 – –
CFGS
256
Concourse Financial Group Securities
Alabama
$32K 618 +537 +663%
TFA
257
Toth Financial Advisory
Virginia
$24K 458 -3,490 -88%
MA
258
MCF Advisors
Kentucky
$23K 435 +3 +0.7%
ClearBridge Investments
259
ClearBridge Investments
New York
$20K 370 +370 New
VIP
260
Viewpoint Investment Partners
Alberta, Canada
$20K 380 +380 New
CWA
261
Clarus Wealth Advisors
Arizona
$16K 300 -100 -25%
WCM
262
Whitener Capital Management
North Carolina
$14K 280 – –
CIR
263
Clear Investment Research
Georgia
$12K 224 +116 +107%
RWA
264
River Wealth Advisors
Pennsylvania
$12K 233 +233 New
VFA
265
Valeo Financial Advisors
Indiana
$11K 209 -62 -23%
ESB
266
Essex Savings Bank
Connecticut
$11K 200 +200 New
BC
267
Bartlett & Co
Ohio
$11K 200 +200 New
BCWM
268
Bartlett & Co Wealth Management
Ohio
$10.7K 200 +200 New
MFW
269
Mosaic Family Wealth
Missouri
$10K 180 -33 -15%
AOWM
270
Alpha Omega Wealth Management
Virginia
$10K 180 – –
CFA
271
Carroll Financial Associates
North Carolina
$10K 193 +193 New
W
272
WealthOne
New York
$7K 132 +132 New
SSB
273
Sandy Spring Bank
Maryland
$5K 86 – –
Fidelity Investments
274
Fidelity Investments
Massachusetts
$5K 97 +61 +169%
HCM
275
Horrell Capital Management
Arkansas
$4K 82 – –
9 10
11
12 13