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Schwab US TIPS ETF
SCHP

Overview Fund Activity

429 hedge funds and large institutions have $9.19B invested in Schwab US TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 219 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+18
Holders Change %
+4.38%
% of All Funds
8.68%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.97%
New
58
Increased
219
Reduced
78
Closed
32
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
-$1.12M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$213M
2
Franklin Resources
Franklin Resources
California
+$110M
3
Temasek Holdings
Temasek Holdings
Singapore
+$55.7M
4
Wells Fargo
Wells Fargo
California
+$48M
5
UBS Group
UBS Group
Switzerland
+$35.6M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$13.6M
2
Bank of America
Bank of America
North Carolina
-$12.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.9M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$9.3M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$8.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
251
Gradient Capital Advisors
California
$667K +$61.5K +1,994 +10%
CIA
252
Capital Investment Advisors
Georgia
$638K -$13.7K -444 -2%
SP
253
Successful Portfolios
Florida
$631K -$1.17K -38 -0.2%
ACA
254
Atlas Capital Advisors
Wyoming
$622K -$107K -3,470 -15%
VCP
255
Vista Capital Partners
Oregon
$594K -$22K -712 -4%
AFA
256
Arlington Financial Advisors
California
$578K +$115K +3,720 +25%
PJSIMP
257
P.J. Schmidt Investment Management (PJS)
Wisconsin
$575K +$575K +18,686 New
ZF
258
Zhang Financial
Michigan
$572K +$11K +356 +2%
SI
259
Stephens Inc
Arkansas
$558K – – –
GJIC
260
Gamble Jones Investment Counsel
California
$555K – – –
BJL
261
Brighton Jones LLC
Washington
$551K +$5.85K +190 +1%
WKWM
262
Walter & Keenan Wealth Management
Indiana
$533K – – –
PB
263
Pinnacle Bancorp
Nebraska
$520K -$41.3K -1,340 -7%
PWM
264
PRW Wealth Management
Massachusetts
$508K – – –
BRWA
265
B. Riley Wealth Advisors
Florida
$500K -$9.99K -324 -2%
FAIM
266
Financial Advocates Investment Management
Washington
$497K -$12K -390 -2%
CWM
267
Cabot Wealth Management
Massachusetts
$491K -$113K -3,656 -19%
FIM
268
Freedom Investment Management
Connecticut
$490K -$59.6K -1,936 -11%
WIC
269
Whitegate Investment Counselors
New Hampshire
$475K +$36.7K +1,190 +8%
AL
270
Aspiriant LLC
California
$462K +$462K +14,988 New
SAM
271
SignalPoint Asset Management
Missouri
$455K -$740 -24 -0.2%
ABC
272
Associated Banc-Corp
Wisconsin
$455K +$7.34K +238 +2%
APA
273
American Portfolios Advisors
New York
$428K +$304K +9,868 +245%
CS
274
Cannell & Spears
New York
$428K +$185 +6 +0%
CPW
275
Catalyst Private Wealth
California
$426K +$426K +13,838 New
9 10
11
12 13