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Schwab US TIPS ETF
SCHP

Overview Fund Activity

411 hedge funds and large institutions have $8.2B invested in Schwab US TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 162 increasing their positions, 119 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+15
Holders Change %
+3.79%
% of All Funds
8.45%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.88%
New
65
Increased
162
Reduced
119
Closed
46
Calls
$228K
Puts
$439K
Net Calls
-$211K
Net Calls Change
-$642K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$2.31B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$58.2M
3
TCM
Tradewinds Capital Management
Washington
+$29.2M
4
UBS Group
UBS Group
Switzerland
+$26.1M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$24.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$510M
2
RBA
Richard Bernstein Advisors
New York
-$427M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$202M
4
Ameriprise
Ameriprise
Minnesota
-$202M
5
Osaic Holdings
Osaic Holdings
Arizona
-$61.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
251
Soltis Investment Advisors
Utah
$465K +$35.5K +1,184 +8%
AFA
252
Arlington Financial Advisors
California
$452K -$95.1K -3,166 -17%
SAM
253
SignalPoint Asset Management
Missouri
$443K -$13.5K -450 -3%
ABC
254
Associated Banc-Corp
Wisconsin
$436K +$89.7K +2,988 +26%
WIC
255
Whitegate Investment Counselors
New Hampshire
$427K +$21.9K +730 +5%
CS
256
Cannell & Spears
New York
$417K -$52.5K -1,750 -11%
LJAC
257
L.J. Altfest & Co
New York
$411K -$21K -698 -5%
HWMG
258
Hurlow Wealth Management Group
Indiana
$401K -$325K -10,760 -45%
HR
259
Hardy Reed
Mississippi
$393K -$181K -6,022 -31%
MHR
260
Matthew Hamilton Rosenberg
$384K -$184K -6,112 -32%
AWM
261
Apollon Wealth Management
South Carolina
$375K -$2.66M -88,860 -88%
PA
262
PFG Advisors
Arizona
$375K +$375K +12,446 New
DAS
263
Dynamic Advisor Solutions
Arizona
$374K -$372K -12,406 -50%
RVPG
264
Relative Value Partners Group
$374K – – –
CGA
265
Crescent Grove Advisors
Illinois
$373K -$11.1K -370 -3%
KA
266
Kovack Advisors
Florida
$366K -$6.61K -220 -2%
MW
267
Marcum Wealth
Ohio
$366K – – –
AAM
268
Advisors Asset Management
Colorado
$354K +$24.3K +810 +7%
CAN
269
Cetera Advisor Networks
California
$349K -$26.6K -888 -7%
CAM
270
Cubic Asset Management
Massachusetts
$343K +$343K +11,446 New
PRS
271
Pinkerton Retirement Specialists
Idaho
$332K +$332K +11,068 New
NL
272
NWAM LLC
Washington
$331K +$331K +11,016 New
GC
273
Garde Capital
Washington
$328K -$42.7K -1,426 -12%
MGIA
274
Moneta Group Investment Advisors
Missouri
$325K +$45.3K +1,510 +16%
CA
275
Callahan Advisors
Texas
$324K – – –
9 10
11
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