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Schwab US TIPS ETF
SCHP

Overview Fund Activity

336 hedge funds and large institutions have $6.82B invested in Schwab US TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+20
Holders Change %
+6.33%
% of All Funds
7.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.59%
New
48
Increased
149
Reduced
94
Closed
26
Calls
–
Puts
$249K
Net Calls
-$249K
Net Calls Change
-$249K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$537M
2
RBA
Richard Bernstein Advisors
New York
$361M
3
UBS Group
UBS Group
Switzerland
$240M
4
Ameriprise
Ameriprise
Minnesota
$214M
5
CSIA
Charles Schwab Investment Advisory
California
$2.52B

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$141M
2
Jane Street
Jane Street
New York
$705K
3
VOYA Investment Management
VOYA Investment Management
Georgia
$607M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
MIH
Madison Investment Holdings
Wisconsin
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
251
Denver PWM
Colorado
$234K -$340 -12 -0.1%
NDSI
252
Newman Dignan & Sheerar Inc
Rhode Island
$230K -$2.21K -78 -1%
FAIM
253
Financial Advocates Investment Management
Washington
$227K -$24.3K -856 -10%
GRP
254
Global Retirement Partners
California
$227K +$132K +4,656 +139%
RJFSA
255
Raymond James Financial Services Advisors
Florida
$220K -$587K -20,690 -73%
ACM
256
AlphaStar Capital Management
North Carolina
$219K -$24.9K -876 -10%
FA
257
Fiducient Advisors
Illinois
$215K +$215K +7,586 New
BPWA
258
Beacon Pointe Wealth Advisors
California
$214K +$214K +7,558 New
CAGAS
259
Capital Advisory Group Advisory Services
Minnesota
$213K – – –
IA
260
IFG Advisory
Georgia
$202K -$539K -19,024 -73%
CHA
261
Carmichael Hill & Associates
Maryland
$200K +$200K +7,056 New
CWM
262
Cedar Wealth Management
California
$198K +$114K +4,018 +135%
SF
263
Synovus Financial
Georgia
$197K – – –
FGAM
264
Financial Gravity Asset Management
Texas
$166K – – –
IAS
265
IMA Advisory Services
Colorado
$161K +$5.73K +202 +4%
PFBT
266
Parkside Financial Bank & Trust
Missouri
$158K – – –
PO
267
Private Ocean
California
$140K -$57.6K -2,024 -29%
FANJ
268
Financial Architects (New Jersey)
New Jersey
$140K – – –
SFS
269
Sowell Financial Services
Arkansas
$133K +$133K +4,670 New
GWA
270
Guidant Wealth Advisors
Illinois
$113K +$511 +18 +0.5%
TAIM
271
TD Ameritrade Investment Management
Nebraska
$100K +$100K +3,508 New
CFD
272
Creative Financial Designs
Indiana
$98K +$57 +2 +0.1%
MAM
273
Marquette Asset Management
Minnesota
$93K – – –
APA
274
American Portfolios Advisors
New York
$85.8K -$25.1K -886 -23%
FRA
275
Front Row Advisors
California
$85K -$1.02K -36 -1%
9 10
11
12 13