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Schwab US TIPS ETF
SCHP

Overview Fund Activity

429 hedge funds and large institutions have $9.19B invested in Schwab US TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 219 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+18
Holders Change %
+4.38%
% of All Funds
8.68%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.97%
New
58
Increased
219
Reduced
78
Closed
32
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
-$1.12M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.28B
2
Franklin Resources
Franklin Resources
California
$110M
3
Temasek Holdings
Temasek Holdings
Singapore
$55.7M
4
Wells Fargo
Wells Fargo
California
$112M
5
UBS Group
UBS Group
Switzerland
$358M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$16.4M
2
Bank of America
Bank of America
North Carolina
$86.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$17.1M
4
RWA
Redhawk Wealth Advisors
Minnesota
$0
5
VOYA Investment Management
VOYA Investment Management
Georgia
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
276
L.J. Altfest & Co
New York
$422K +$308 +10 +0.1%
CFGS
277
Concourse Financial Group Securities
Alabama
$409K +$304K +9,862 +288%
HR
278
Hardy Reed
Mississippi
$404K – – –
LAIC
279
Lederer & Associates Investment Counsel
California
$399K +$399K +12,960 New
MHR
280
Matthew Hamilton Rosenberg
$394K – – –
Invesco
281
Invesco
Georgia
$390K -$162K -5,252 -29%
AWM
282
Apollon Wealth Management
South Carolina
$389K +$3.51K +114 +0.9%
PPW
283
Parcion Private Wealth
Washington
$384K -$108K -3,516 -22%
RVPG
284
Relative Value Partners Group
$384K – – –
CGA
285
Crescent Grove Advisors
Illinois
$383K +$677 +22 +0.2%
MGIA
286
Moneta Group Investment Advisors
Missouri
$380K +$46.3K +1,502 +14%
KA
287
Kovack Advisors
Florida
$376K – – –
MW
288
Marcum Wealth
Ohio
$376K – – –
CAM
289
Cubic Asset Management
Massachusetts
$368K +$15.8K +512 +4%
PA
290
Pinnacle Associates
New York
$367K +$367K +11,908 New
AAM
291
Advisors Asset Management
Colorado
$363K -$678 -22 -0.2%
SCM
292
Southport Capital Management
Tennessee
$358K +$35.9K +1,166 +11%
AC
293
Addison Capital
Pennsylvania
$353K +$353K +11,460 New
GRP
294
Global Retirement Partners
California
$338K +$198K +6,418 +141%
FHC
295
First Heartland Consultants
Missouri
$337K +$17.1K +554 +5%
PG
296
Prostatis Group
Maryland
$336K +$21.4K +694 +7%
Baird Financial Group
297
Baird Financial Group
Wisconsin
$335K +$42.5K +1,380 +15%
CA
298
Callahan Advisors
Texas
$333K +$555 +18 +0.2%
CL
299
Choreo LLC
Illinois
$331K +$331K +10,748 New
CAN
300
Cetera Advisor Networks
California
$330K -$28.7K -932 -8%
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