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Schwab US TIPS ETF
SCHP

317 hedge funds and large institutions have $4.61B invested in Schwab US TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 32

32% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 93

5.31% more ownership

Funds ownership: 153.13% → 158.44% (+5.3%)

4% more funds holding

Funds holding: 304 → 317 (+13)

4% more capital invested

Capital invested by funds: $4.44B → $4.61B (+$170M)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

Holders
317
Holders Change
+13
Holders Change %
+4.28%
% of All Funds
6.86%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
50
Increased
123
Reduced
93
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$144M
2
AssetMark Inc
AssetMark Inc
California
+$57.4M
3
FEG
Fund Evaluation Group
Ohio
+$43M
4
NA
NextCapital Advisers
Illinois
+$12M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$101M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$42.4M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$42.4M
4
MIH
Madison Investment Holdings
Wisconsin
-$29.4M
5
Jane Street
Jane Street
New York
-$14.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
276
Clear Investment Research
Georgia
$19K +$6.58K +244 +54%
CWA
277
Clarus Wealth Advisors
Arizona
$17K – – –
WCM
278
Whitener Capital Management
North Carolina
$15K – – –
CFA
279
Camarda Financial Advisors
Florida
$14K +$13.7K +506 New
VFA
280
Valeo Financial Advisors
Indiana
$12K – – –
CDIA
281
Capital Directions Investment Advisors
Georgia
$12K +$11.7K +432 New
ESB
282
Essex Savings Bank
Connecticut
$11K – – –
AOWM
283
Alpha Omega Wealth Management
Virginia
$10K – – –
CFA
284
Carroll Financial Associates
North Carolina
$10K – – –
CIAS
285
Capital Investment Advisory Services
North Carolina
$7K -$404K -14,984 -98%
TC
286
Truvestments Capital
Florida
$7K +$7.18K +266 New
TAT
287
TD Ameritrade Trust
Colorado
$6K +$5.78K +214 New
HCM
288
Horrell Capital Management
Arkansas
$5K – – –
SSB
289
Sandy Spring Bank
Maryland
$5K – – –
OIA
290
OneDigital Investment Advisors
Kansas
$5K +$540 +20 +13%
LPWM
291
Lake Point Wealth Management
Texas
$4K +$3.56K +132 New
SWA
292
Sutton Wealth Advisors
Florida
$3.02K – – –
Barclays
293
Barclays
United Kingdom
$3K – – –
LC
294
Lavaca Capital
Texas
$3K – – –
MFT
295
Moisand Fitzgerald Tamayo
Florida
$3K – – –
SFSIG
296
San Francisco Sentry Investment Group
California
$3K – – –
LFG
297
LifePlan Financial Group
Ohio
$3K +$486 +18 +20%
WT
298
Whittier Trust
California
$3K +$2.59K +96 New
WCG
299
Weaver Consulting Group
California
$3K +$2.92K +108 New
TFGT
300
TS Financial Group (TSFG)
Illinois
$3K +$3.02K +112 New
10 11
12
13 14

SCHP Hedge Fund Activity: Q1 2019 in Review

317 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q1 2019, worth a combined $4.61B — up 3.8% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SCHP positions and 32 closed out — a net gain of 18 holders — while 123 added to existing stakes and 93 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $144M. The largest seller was JP Morgan Chase, cutting an estimated $101M.

  • 317 institutional investors held Schwab US TIPS ETF (SCHP) as of Q1 2019, up from 304 in Q4 2018.
  • Funds reported $4.61B of Schwab US TIPS ETF stock for Q1 2019, up 3.8% quarter-over-quarter.
  • 50 funds opened new Schwab US TIPS ETF positions in Q1 2019 and 32 closed out, a net change of +18 holders.
  • The largest Schwab US TIPS ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $144M added.
  • The largest Schwab US TIPS ETF seller in Q1 2019 was JP Morgan Chase, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2019.