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Schwab US TIPS ETF
SCHP

Overview Fund Activity

379 hedge funds and large institutions have $7.02B invested in Schwab US TIPS ETF in 2019 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
7.48%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.63%
New
82
Increased
168
Reduced
90
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.71B
2
VOYA Investment Management
VOYA Investment Management
Georgia
$630M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$168M
4
RJA
Raymond James & Associates
Florida
$12.5M
5
AIP
Almanack Investment Partners
Pennsylvania
$13.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$422M
2
UBS AM
UBS AM
Illinois
$0
3
MFM
MD Financial Management
Ontario, Canada
$68.1M
4
Bank of America
Bank of America
North Carolina
$521M
5
AWA
Alaska Wealth Advisors
Alaska
$7.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPA
251
Rock Point Advisors
Vermont
$327K +$69.7K +2,464 +27%
1CM
252
1492 Capital Management
Wisconsin
$316K – – –
ACG
253
Allen Capital Group
Nebraska
$304K +$304K +10,732 New
SIA
254
Soltis Investment Advisors
Utah
$304K +$304K +10,742 New
WKWM
255
Walter & Keenan Wealth Management
Indiana
$301K +$301K +10,618 New
AAS
256
Avantax Advisory Services
Texas
$287K +$287K +10,084 New
VCM
257
Vigilant Capital Management
Maine
$285K +$30.1K +1,064 +12%
FAIM
258
Financial Advocates Investment Management
Washington
$277K +$50.6K +1,790 +22%
SGCA
259
Steel Grove Capital Advisors
Tennessee
$272K – – –
AAM
260
Advisors Asset Management
Colorado
$271K +$14.4K +508 +6%
LFG
261
Larson Financial Group
Missouri
$265K -$963 -34 -0.4%
GC
262
Garde Capital
Washington
$263K -$193K -6,816 -42%
JHCP
263
Jackson Hole Capital Partners
Oklahoma
$260K – – –
OPA
264
Old Port Advisors
Maine
$258K -$12K -420 -4%
VF
265
Virtu Financial
New York
$254K +$254K +8,972 New
IAN
266
Integrated Advisors Network
Texas
$252K +$252K +8,916 New
FMC
267
First Merchants Corp
Indiana
$241K – – –
DP
268
Denver PWM
Colorado
$239K +$4.38K +154 +2%
NL
269
NWAM LLC
Washington
$234K +$234K +8,268 New
OCM
270
One Capital Management
California
$232K -$31.2K -1,100 -12%
NFG
271
Next Financial Group
Texas
$228K -$25.5K -898 -10%
CAGAS
272
Capital Advisory Group Advisory Services
Minnesota
$223K +$11.3K +402 +5%
FA
273
Fiducient Advisors
Illinois
$222K +$7.14K +252 +3%
SF
274
Synovus Financial
Georgia
$217K +$21.4K +760 +11%
IA
275
IFG Advisory
Georgia
$208K +$6.78K +240 +3%
9 10
11
12 13