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Schwab US TIPS ETF
SCHP

Overview Fund Activity

540 hedge funds and large institutions have $13.1B invested in Schwab US TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 258 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+52
Holders Change %
+10.66%
% of All Funds
9.51%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
99
Increased
258
Reduced
114
Closed
41
Calls
$917K
Puts
$911K
Net Calls
+$6K
Net Calls Change
+$1.27M

Top Buyers

1
QCM
1
Quadratic Capital Management
Connecticut
$2.2B
2
CSIA
2
Charles Schwab Investment Advisory
California
$6.2B
3
Ameriprise
3
Ameriprise
Minnesota
$115M
4
Franklin Resources
4
Franklin Resources
California
$266M
5
Stifel Financial
5
Stifel Financial
Missouri
$55.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$314M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.42M
3
FI
3
FormulaFolio Investments
Michigan
$1.52M
4
MAM
4
Madison Asset Management
Wisconsin
$29.6M
5
PAG
5
Pinnacle Advisory Group
Maryland
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
G
276
GenTrust
Florida
$990K +$990K +32,256 New
HH
277
Hilltop Holdings
Texas
$959K -$318K -10,398 -25%
CC
278
Copperleaf Capital
North Carolina
$946K +$946K +30,948 New
WOSD
279
WFA of San Diego
California
$940K -$71.1K -2,326 -7%
Citigroup
280
Citigroup
New York
$925K +$782K +25,572 +548%
MAFM
281
Mid Atlantic Financial Management
Pennsylvania
$888K +$188K +6,134 +27%
DPIM
282
Duff & Phelps Investment Management
Illinois
$868K -$630K -20,600 -42%
WFA
283
Websterrogers Financial Advisors
South Carolina
$866K +$222K +7,272 +35%
HWA
284
Heritage Wealth Advisors
Virginia
$813K +$813K +26,600 New
CI
285
Cordant Inc
Oregon
$800K +$18.3K +600 +2%
LJAC
286
L.J. Altfest & Co
New York
$793K -$22.3K -728 -3%
OIA
287
OneDigital Investment Advisors
Kansas
$784K +$409K +13,366 +109%
CWM
288
Concentric Wealth Management
California
$776K -$51.9K -1,696 -6%
AAS
289
Avantax Advisory Services
Texas
$773K +$491K +16,104 +174%
JWCA
290
J.W. Cole Advisors
Florida
$764K +$38.8K +1,268 +5%
CIA
291
Capital Investment Advisors
Georgia
$762K +$90.8K +2,968 +14%
PMG
292
ProVise Management Group
Florida
$751K – – –
IC
293
Intersect Capital
California
$744K +$744K +24,314 New
SWM
294
Spire Wealth Management
Virginia
$741K +$741K +24,238 New
RG
295
Retirement Group
California
$732K +$109K +3,576 +18%
Koshinski Asset Management
296
Koshinski Asset Management
Illinois
$730K -$76.1K -2,488 -9%
APA
297
American Portfolios Advisors
New York
$726K +$329K +10,774 +83%
EWA
298
EP Wealth Advisors
California
$722K +$722K +23,594 New
GWM
299
GSB Wealth Management
Connecticut
$716K +$716K +23,398 New
WP
300
WealthPLAN Partners
Nebraska
$709K -$2.61K -84 -0.4%
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12
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