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Schwab US TIPS ETF
SCHP

Overview Fund Activity

540 hedge funds and large institutions have $13.1B invested in Schwab US TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 258 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+52
Holders Change %
+10.66%
% of All Funds
9.51%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
99
Increased
258
Reduced
114
Closed
41
Calls
$917K
Puts
$911K
Net Calls
+$6K
Net Calls Change
+$1.27M

Top Buyers

1
QCM
Quadratic Capital Management
Connecticut
$2.2B
2
CSIA
Charles Schwab Investment Advisory
California
$6.2B
3
Ameriprise
Ameriprise
Minnesota
$115M
4
Franklin Resources
Franklin Resources
California
$266M
5
Stifel Financial
Stifel Financial
Missouri
$55.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$314M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$8.42M
3
FI
FormulaFolio Investments
Michigan
$1.52M
4
MAM
Madison Asset Management
Wisconsin
$29.6M
5
PAG
Pinnacle Advisory Group
Maryland
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
Flagship Harbor Advisors
Massachusetts
$1.36M +$709K +23,190 +108%
Goldman Sachs
252
Goldman Sachs
New York
$1.35M -$264K -8,638 -16%
BIP
253
Blueprint Investment Partners
North Carolina
$1.3M +$1.3M +42,414 +92,204%
NFP
254
Novak Financial Planning
Maryland
$1.3M +$670K +21,908 +107%
TCM
255
Tran Capital Management
California
$1.3M +$62.7K +2,050 +5%
Millennium Management
256
Millennium Management
New York
$1.27M +$1.27M +41,480 New
XF
257
XML Financial
Maryland
$1.25M -$56.3K -1,842 -4%
PWM
258
Perigon Wealth Management
California
$1.22M +$628K +20,534 +106%
C
259
Clearshares
New York
$1.22M +$1.22M +39,936 New
FCA
260
FLC Capital Advisors
California
$1.18M +$1.18M +38,478 New
BFEC
261
Benjamin F. Edwards & Company
Missouri
$1.16M +$53.3K +1,744 +5%
IAN
262
Integrated Advisors Network
Texas
$1.15M +$252K +8,242 +28%
Mariner
263
Mariner
Kansas
$1.13M +$1.13M +36,988 New
CA
264
Cambridge Advisors
Nebraska
$1.11M -$25.9K -846 -2%
SW
265
SVB Wealth
Massachusetts
$1.1M +$57.3K +1,872 +5%
MLM
266
Mount Lucas Management
Pennsylvania
$1.08M +$36.3K +1,186 +3%
ASI
267
Advisory Services & Investments
Oregon
$1.08M +$1.08M +35,296 New
PRS
268
Pinkerton Retirement Specialists
Idaho
$1.08M +$42.6K +1,392 +4%
PS
269
Portfolio Solutions
Michigan
$1.04M -$42.6K -1,392 -4%
MCC
270
Money Concepts Capital
Florida
$1.03M -$37K -1,210 -3%
ZF
271
Zhang Financial
Michigan
$1.03M +$478K +15,604 +87%
ACA
272
Atlas Capital Advisors
Wyoming
$1.03M +$77.5K +2,534 +8%
SWM
273
SigFig Wealth Management
California
$1.02M +$86.2K +2,818 +9%
BIA
274
Bigelow Investment Advisors
Maine
$1.02M +$69.4K +2,270 +7%
ASN
275
Advisory Services Network
Georgia
$993K +$413K +13,506 +71%
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