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Schwab US TIPS ETF
SCHP

Overview Fund Activity

316 hedge funds and large institutions have $5.2B invested in Schwab US TIPS ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 147 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
6.87%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.48%
New
30
Increased
147
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$619M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.37B
3
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$65.1M
4
Jane Street
4
Jane Street
New York
$20.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$16.4M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$2.74M
2
AssetMark Inc
2
AssetMark Inc
California
$12.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$530M
4
US Bancorp
4
US Bancorp
Minnesota
$172M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
251
Creative Financial Designs
Indiana
$97K -$6.92K -246 -7%
GRP
252
Global Retirement Partners
California
$94K -$1.51K -54 -2%
MAM
253
Marquette Asset Management
Minnesota
$92K – – –
Deutsche Bank
254
Deutsche Bank
Germany
$92K +$47.9K +1,706 +109%
FRA
255
Front Row Advisors
California
$85K – – –
CWM
256
Cedar Wealth Management
California
$84K +$14.7K +522 +21%
PA
257
Parallel Advisors
California
$73K -$8.45K -300 -10%
1832 Asset Management
258
1832 Asset Management
Ontario, Canada
$73K +$73K +2,580 New
CFGS
259
Concourse Financial Group Securities
Alabama
$67K +$4.98K +178 +8%
BFC
260
Bedel Financial Consulting
Indiana
$54K – – –
BBPWM
261
Blue Bell Private Wealth Management
Pennsylvania
$54K +$2.82K +100 +6%
CFG
262
Citizens Financial Group
Rhode Island
$49K +$49K +1,748 New
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$46K -$36.5K -1,300 -44%
MA
264
MCF Advisors
Kentucky
$45K +$9.54K +338 +27%
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
$45K +$45K +1,598 New
LWM
266
Lenox Wealth Management
Ohio
$44K – – –
TRCT
267
Tower Research Capital (TRC)
New York
$43K +$43K +1,510 New
FA
268
Fortis Advisors
Pennsylvania
$43K +$43K +1,538 New
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
DWM
270
Destination Wealth Management
California
$36K -$9.99K -358 -22%
CTC
271
Central Trust Company
Missouri
$35K -$257K -9,314 -88%
OIA
272
Optimum Investment Advisors
Illinois
$34K +$113 +4 +0.3%
GI
273
Gradient Investments
Minnesota
$32K +$2.58K +92 +9%
ESB
274
Essex Savings Bank
Connecticut
$32K +$20.6K +720 +180%
TFA
275
Toth Financial Advisory
Virginia
$26K – – –
9 10
11
12 13