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Schwab US TIPS ETF
SCHP

Overview Fund Activity

411 hedge funds and large institutions have $8.2B invested in Schwab US TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 162 increasing their positions, 119 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+15
Holders Change %
+3.79%
% of All Funds
8.45%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.88%
New
65
Increased
162
Reduced
119
Closed
46
Calls
$228K
Puts
$439K
Net Calls
-$211K
Net Calls Change
-$642K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.94B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$338M
3
TCM
Tradewinds Capital Management
Washington
$29.2M
4
UBS Group
UBS Group
Switzerland
$314M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$24.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$96.5M
2
RBA
Richard Bernstein Advisors
New York
$107K
3
VOYA Investment Management
VOYA Investment Management
Georgia
$366M
4
Ameriprise
Ameriprise
Minnesota
$24.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
276
Wilbanks Smith & Thomas Asset Management
Virginia
$316K +$52.1K +1,736 +20%
WWM
277
WT Wealth Management
Arizona
$315K -$89.3K -2,982 -22%
SCM
278
Southport Capital Management
Tennessee
$314K +$314K +10,462 New
FHC
279
First Heartland Consultants
Missouri
$312K -$31.7K -1,054 -9%
PG
280
Prostatis Group
Maryland
$307K +$88.8K +2,960 +41%
Fisher Asset Management
281
Fisher Asset Management
Washington
$298K +$298K +9,926 New
VCM
282
Verde Capital Management
Michigan
$294K +$85.1K +2,834 +41%
RPA
283
Rock Point Advisors
Vermont
$290K -$6K -200 -2%
Baird Financial Group
284
Baird Financial Group
Wisconsin
$286K +$286K +9,500 New
SGCA
285
Steel Grove Capital Advisors
Tennessee
$280K -$7.98K -266 -3%
FMC
286
First Merchants Corp
Indiana
$276K +$12K +400 +5%
IC
287
InterOcean Capital
Illinois
$275K +$275K +9,160 New
OPA
288
Old Port Advisors
Maine
$271K – – –
CMO
289
Covenant Multifamily Offices
Texas
$266K -$151K -5,042 -36%
CHA
290
Carmichael Hill & Associates
Maryland
$259K +$1.62K +54 +0.6%
NDSI
291
Newman Dignan & Sheerar Inc
Rhode Island
$253K – – –
JHCP
292
Jackson Hole Capital Partners
Oklahoma
$252K -$24K -800 -9%
LFG
293
Larson Financial Group
Missouri
$243K -$36.8K -1,226 -13%
RMA
294
Roffman Miller Associates
Pennsylvania
$242K +$242K +8,070 New
CC
295
Cedar Capital
Illinois
$240K +$240K +7,988 New
AAS
296
Avantax Advisory Services
Texas
$239K – – –
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
$236K +$183K +6,092 +343%
CFS
298
CRA Financial Services
New Jersey
$235K -$103K -3,440 -31%
OCPWS
299
One Charles Private Wealth Services
Massachusetts
$227K +$227K +7,392 New
NFG
300
Next Financial Group
Texas
$224K -$3.06M -102,276 -93%
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