SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

396 hedge funds and large institutions have $6.63B invested in Schwab US TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+17
Holders Change %
+4.49%
% of All Funds
8.75%
Holding in Top 10
46
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+43.75%
% of All Funds
1.02%
New
63
Increased
129
Reduced
149
Closed
40
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$431K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.2M
2
Bank of America
2
Bank of America
North Carolina
$581M
3
RBA
3
Richard Bernstein Advisors
New York
$409M
4
MFM
4
MD Financial Management
Ontario, Canada
$99.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.52B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$268M
3
UCFA
3
United Capital Financial Advisors
Texas
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$73.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$544M
Name Holding Trade Value Shares
Change 		Shares
Change %
EK
276
Evensky & Katz
Florida
$252K -$1.59M -55,324 -86%
CHA
277
Carmichael Hill & Associates
Maryland
$247K +$42K +1,460 +21%
NDSI
278
Newman Dignan & Sheerar Inc
Rhode Island
$245K +$5.46K +184 +2%
GWM
279
Gray Wealth Management
Maine
$240K +$240K +8,344 New
Stifel Financial
280
Stifel Financial
Missouri
$234K -$294K -10,228 -56%
AAS
281
Avantax Advisory Services
Texas
$228K -$61.7K -2,148 -21%
FCA
282
FLC Capital Advisors
California
$216K +$7.07K +242 +3%
IAA
283
Independent Advisor Alliance
North Carolina
$215K +$215K +7,462 New
OCM
284
One Capital Management
California
$209K -$26.1K -910 -11%
SMG
285
Spectrum Management Group
Indiana
$209K – – –
PG
286
Prostatis Group
Maryland
$209K +$209K +7,254 New
SF
287
Synovus Financial
Georgia
$207K -$13.4K -466 -6%
STB
288
S&T Bank
Pennsylvania
$206K – – –
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$204K +$204K +7,098 New
VCM
290
Verde Capital Management
Michigan
$200K +$200K +6,952 New
WT
291
Whittier Trust
California
$184K +$184K +6,392 New
PFBT
292
Parkside Financial Bank & Trust
Missouri
$160K – – –
Citigroup
293
Citigroup
New York
$142K +$17.4K +604 +14%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$139K +$18K +626 +15%
SFS
295
Sowell Financial Services
Arkansas
$131K +$37.4K +1,298 +40%
APA
296
American Portfolios Advisors
New York
$129K +$49.3K +1,716 +62%
FANJ
297
Financial Architects (New Jersey)
New Jersey
$128K -$8.58K -298 -6%
PO
298
Private Ocean
California
$120K -$57 -2 -0%
GRP
299
Global Retirement Partners
California
$115K -$65.9K -2,282 -36%
IAS
300
IMA Advisory Services
Colorado
$115K -$43.1K -1,494 -27%
10 11
12
13 14