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Schwab US TIPS ETF
SCHP

Overview Fund Activity

336 hedge funds and large institutions have $6.82B invested in Schwab US TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+20
Holders Change %
+6.33%
% of All Funds
7.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.59%
New
48
Increased
149
Reduced
94
Closed
26
Calls
–
Puts
$249K
Net Calls
-$249K
Net Calls Change
-$249K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$537M
2
RBA
Richard Bernstein Advisors
New York
$361M
3
UBS Group
UBS Group
Switzerland
$240M
4
Ameriprise
Ameriprise
Minnesota
$214M
5
CSIA
Charles Schwab Investment Advisory
California
$2.52B

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$141M
2
Jane Street
Jane Street
New York
$705K
3
VOYA Investment Management
VOYA Investment Management
Georgia
$607M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
MIH
Madison Investment Holdings
Wisconsin
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
301
Strategic Capital Advisers
Colorado
$22K +$22K +766 New
ClearBridge Investments
302
ClearBridge Investments
New York
$21K – – –
CIAS
303
Capital Investment Advisory Services
North Carolina
$21K +$13.8K +478 +191%
CHC
304
City Holding Co
West Virginia
$21K +$21K +744 New
CIR
305
Clear Investment Research
Georgia
$20K – – –
VFA
306
Valeo Financial Advisors
Indiana
$19K +$18.4K +14,076 +3,351%
HCA
307
Horan Capital Advisors
Ohio
$18K +$18K +626 New
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
$16K -$28.4K -1,022 -64%
SIM
309
Sonora Investment Management
Arizona
$16K +$16K +560 New
WCM
310
Whitener Capital Management
North Carolina
$15K – – –
GWM
311
Geneos Wealth Management
Colorado
$13K – – –
CFA
312
Carroll Financial Associates
North Carolina
$10K -$1.71K -66 -15%
PK
313
Pflug Koory
Nebraska
$10K +$10K +354 New
TC
314
Truvestments Capital
Florida
$8K – – –
HR
315
Howe & Rusling
New York
$6K +$6K +196 New
APC
316
Aspire Private Capital
North Carolina
$5K -$1.06K -36 -17%
HCM
317
Horrell Capital Management
Arkansas
$5K – – –
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$5K +$4.88K +160 +4,000%
ACA
319
Aptus Capital Advisors
Alabama
$5K +$5K +180 New
WCG
320
Weaver Consulting Group
California
$4K -$1.12K -42 -22%
GSWM
321
Golden State Wealth Management
California
$4K +$629 +22 +19%
SWA
322
Sutton Wealth Advisors
Florida
$3.12K – – –
MFT
323
Moisand Fitzgerald Tamayo
Florida
$3K – – –
SFSIG
324
San Francisco Sentry Investment Group
California
$3K – – –
TFGT
325
TS Financial Group (TSFG)
Illinois
$3K – – –
11 12
13
14 15