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Schwab US TIPS ETF
SCHP

Overview Fund Activity

488 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 221 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+59
Holders Change %
+13.75%
% of All Funds
8.66%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.03%
New
97
Increased
221
Reduced
105
Closed
33
Calls
$248K
Puts
$1.52M
Net Calls
-$1.27M
Net Calls Change
+$63K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.57B
2
Franklin Resources
2
Franklin Resources
California
$223M
3
M&T Bank
3
M&T Bank
New York
$48.8M
4
NA
4
NextCapital Advisers
Illinois
$136M
5
Charles Schwab
5
Charles Schwab
California
$86.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$194M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.18M
3
Jane Street
3
Jane Street
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$347M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
276
Buckingham Strategic Wealth
Missouri
$654K -$19K -612 -3%
WFA
277
Websterrogers Financial Advisors
South Carolina
$653K +$653K +21,042 New
IP
278
Intellectus Partners
California
$643K +$643K +20,728 New
NFP
279
Novak Financial Planning
Maryland
$637K +$637K +20,512 New
OBWG
280
Onyx Bridge Wealth Group
New York
$636K +$636K +20,500 New
AFA
281
Arlington Financial Advisors
California
$635K +$52K +1,674 +9%
SP
282
Successful Portfolios
Florida
$614K -$21.1K -680 -3%
FAIM
283
Financial Advocates Investment Management
Washington
$610K +$110K +3,560 +22%
PWM
284
Perigon Wealth Management
California
$603K -$224K -7,214 -27%
VCP
285
Vista Capital Partners
Oregon
$595K -$2.67K -86 -0.4%
ASN
286
Advisory Services Network
Georgia
$589K -$396K -12,764 -40%
PJSIMP
287
P.J. Schmidt Investment Management (PJS)
Wisconsin
$582K – – –
CWM
288
Cranbrook Wealth Management
Michigan
$572K +$572K +18,440 New
SI
289
Stephens Inc
Arkansas
$562K – – –
ZF
290
Zhang Financial
Michigan
$559K -$17.4K -560 -3%
GJIC
291
Gamble Jones Investment Counsel
California
$559K – – –
BJL
292
Brighton Jones LLC
Washington
$557K +$1.37K +44 +0.2%
SIA
293
Strategic Investment Advisors
Michigan
$548K +$548K +17,644 New
PFO
294
Pathstone Family Office
New Jersey
$543K -$463K -14,900 -46%
HCIA
295
Hochman Cole Investment Advisors
Illinois
$537K +$537K +17,312 New
WKWM
296
Walter & Keenan Wealth Management
Indiana
$531K -$6.09K -196 -1%
BRWA
297
B. Riley Wealth Advisors
Florida
$527K +$23.2K +746 +5%
PWM
298
PRW Wealth Management
Massachusetts
$512K – – –
KF
299
Krilogy Financial
Missouri
$509K +$509K +16,406 New
ABC
300
Associated Banc-Corp
Wisconsin
$507K +$48.6K +1,564 +11%
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12
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