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Schwab US TIPS ETF
SCHP

Overview Fund Activity

336 hedge funds and large institutions have $6.82B invested in Schwab US TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+20
Holders Change %
+6.33%
% of All Funds
7.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.59%
New
48
Increased
149
Reduced
94
Closed
26
Calls
–
Puts
$249K
Net Calls
-$249K
Net Calls Change
-$249K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$537M
2
RBA
2
Richard Bernstein Advisors
New York
$361M
3
UBS Group
3
UBS Group
Switzerland
$240M
4
Ameriprise
4
Ameriprise
Minnesota
$214M
5
CSIA
5
Charles Schwab Investment Advisory
California
$2.52B

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$141M
2
Jane Street
2
Jane Street
New York
$705K
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$607M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
MIH
5
Madison Investment Holdings
Wisconsin
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
Parallel Advisors
California
$75K +$1.75K +62 +2%
CFGS
277
Concourse Financial Group Securities
Alabama
$68K +$451 +16 +0.7%
SWM
278
Selective Wealth Management
Virginia
$65K +$65K +2,308 New
BBPWM
279
Blue Bell Private Wealth Management
Pennsylvania
$54K – – –
LFG
280
LifePlan Financial Group
Ohio
$48K +$44.8K +1,572 +1,379%
IFAM
281
Institutional & Family Asset Management
Colorado
$48K +$48K +1,680 New
MA
282
MCF Advisors
Kentucky
$46K +$1.13K +40 +3%
LWM
283
Lenox Wealth Management
Ohio
$44K – – –
BFC
284
Bedel Financial Consulting
Indiana
$41K -$13.8K -486 -25%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
GI
286
Gradient Investments
Minnesota
$39K +$6.54K +230 +20%
CCP
287
Clarkston Capital Partners
Michigan
$39K +$39K +1,376 New
FA
288
Fortis Advisors
Pennsylvania
$38K -$5.88K -206 -13%
TWA
289
TCI Wealth Advisors
Arizona
$38K +$18.7K +658 +97%
CDIA
290
Capital Directions Investment Advisors
Georgia
$38K +$38K +1,346 New
CTC
291
Central Trust Company
Missouri
$36K – – –
RFA
292
Reilly Financial Advisors
California
$35K +$35K +1,244 New
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$34K -$12.8K -448 -27%
OIA
294
Optimum Investment Advisors
Illinois
$34K +$280 +10 +0.8%
PMFA
295
Plante Moran Financial Advisors
Michigan
$34K +$34K +1,182 New
PFGIA
296
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$7.49K +266 +33%
TFA
297
Toth Financial Advisory
Virginia
$29K +$2.65K +92 +10%
IA
298
IFP Advisors
Florida
$28K +$28K +1,034 New
PCIA
299
Prime Capital Investment Advisors
Kansas
$26K +$26K +932 New
S
300
SignatureFD
Georgia
$24K +$24K +832 New
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12
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