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Schwab US TIPS ETF
SCHP

Overview Fund Activity

396 hedge funds and large institutions have $6.63B invested in Schwab US TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+17
Holders Change %
+4.49%
% of All Funds
8.75%
Holding in Top 10
46
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+43.75%
% of All Funds
1.02%
New
63
Increased
129
Reduced
149
Closed
40
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$431K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.2M
2
Bank of America
2
Bank of America
North Carolina
$581M
3
RBA
3
Richard Bernstein Advisors
New York
$409M
4
MFM
4
MD Financial Management
Ontario, Canada
$99.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.52B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$268M
3
UCFA
3
United Capital Financial Advisors
Texas
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$73.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$544M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
251
PRW Wealth Management
Massachusetts
$345K +$345K +12,000 New
PMG
252
ProVise Management Group
Florida
$344K -$128K -4,450 -27%
PFO
253
Pathstone Family Office
New Jersey
$333K +$333K +11,580 New
ABC
254
Associated Banc-Corp
Wisconsin
$332K -$1.09M -37,886 -77%
SBL
255
Sargent Bickham Lagudis
Colorado
$331K -$23.4K -816 -7%
NS
256
NewDay Solutions
New Hampshire
$330K -$2M -67,784 -86%
FHC
257
First Heartland Consultants
Missouri
$329K -$103K -3,588 -24%
CFS
258
CRA Financial Services
New Jersey
$324K -$21K -730 -6%
M&T Bank
259
M&T Bank
New York
$323K +$323K +11,228 New
AAM
260
Advisors Asset Management
Colorado
$316K +$40.4K +1,406 +15%
IAN
261
Integrated Advisors Network
Texas
$312K +$55.8K +1,942 +22%
CA
262
Callahan Advisors
Texas
$310K -$114K -3,978 -27%
AIP
263
Almanack Investment Partners
Pennsylvania
$294K -$13.1M -456,366 -98%
LFA
264
Landmark Financial Advisors
Kentucky
$291K -$169K -5,698 -37%
MCM
265
Maryland Capital Management
Maryland
$285K +$285K +9,902 New
RPA
266
Rock Point Advisors
Vermont
$284K -$49K -1,700 -15%
SGCA
267
Steel Grove Capital Advisors
Tennessee
$276K – – –
LFG
268
Larson Financial Group
Missouri
$268K -$920 -32 -0.3%
MGIA
269
Moneta Group Investment Advisors
Missouri
$268K +$268K +9,320 New
GG
270
GenWealth Group
New Jersey
$265K +$265K +9,216 New
JHCP
271
Jackson Hole Capital Partners
Oklahoma
$264K – – –
OPA
272
Old Port Advisors
Maine
$260K – – –
FA
273
Fiducient Advisors
Illinois
$257K +$31.4K +1,090 +14%
FMC
274
First Merchants Corp
Indiana
$253K +$8.63K +300 +4%
WSTAM
275
Wilbanks Smith & Thomas Asset Management
Virginia
$253K +$253K +8,784 New
9 10
11
12 13