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Schwab US TIPS ETF
SCHP

Overview Fund Activity

488 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 221 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+59
Holders Change %
+13.75%
% of All Funds
8.66%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.03%
New
97
Increased
221
Reduced
105
Closed
33
Calls
$248K
Puts
$1.52M
Net Calls
-$1.27M
Net Calls Change
+$63K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.57B
2
Franklin Resources
2
Franklin Resources
California
$223M
3
M&T Bank
3
M&T Bank
New York
$48.8M
4
NA
4
NextCapital Advisers
Illinois
$136M
5
Charles Schwab
5
Charles Schwab
California
$86.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$194M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.18M
3
Jane Street
3
Jane Street
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$347M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
251
American Financial Advisors
Georgia
$851K +$851K +27,420 New
CWM
252
Concentric Wealth Management
California
$840K -$30.2K -972 -3%
CFGS
253
Concourse Financial Group Securities
Alabama
$838K +$426K +13,716 +103%
LJAC
254
L.J. Altfest & Co
New York
$827K +$402K +12,958 +95%
Koshinski Asset Management
255
Koshinski Asset Management
Illinois
$818K +$228K +7,358 +39%
CI
256
Cordant Inc
Oregon
$793K +$21.7K +698 +3%
PCMC
257
Private Capital Management (Colorado)
Colorado
$770K +$770K +24,878 New
FNBOH
258
First National Bank of Hutchinson
Kansas
$767K +$39.6K +1,274 +5%
PMG
259
ProVise Management Group
Florida
$762K -$6.52K -210 -0.8%
SL
260
Systelligence LLC
Minnesota
$752K -$515K -16,584 -41%
JWCA
261
J.W. Cole Advisors
Florida
$736K +$736K +23,714 New
Mirae Asset Global Investments
262
Mirae Asset Global Investments
South Korea
$726K -$297K -9,574 -29%
KPWS
263
Kestra Private Wealth Services
Texas
$721K -$211K -6,806 -23%
BUB
264
BBVA USA Bancshares
Texas
$716K -$96.5K -3,108 -12%
WP
265
WealthPLAN Partners
Nebraska
$713K +$15.1K +486 +2%
MAFM
266
Mid Atlantic Financial Management
Pennsylvania
$711K -$29.6K -954 -4%
QCIG
267
Quad-Cities Investment Group
Iowa
$706K +$706K +22,738 New
FCM
268
Firestone Capital Management
Florida
$704K – – –
OIM
269
Oder Investment Management
California
$687K +$687K +22,154 New
RG
270
Retirement Group
California
$682K -$63.3K -1,892 -8%
CIA
271
Capital Investment Advisors
Georgia
$681K +$38.5K +1,240 +6%
GCA
272
Gradient Capital Advisors
California
$672K – – –
DBRC
273
D.B. Root & Company
Pennsylvania
$668K -$886K -28,570 -57%
FHA
274
Flagship Harbor Advisors
Massachusetts
$664K +$655K +21,102 +7,536%
PB
275
Pinnacle Bancorp
Nebraska
$657K +$133K +4,290 +25%
9 10
11
12 13