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Schwab US TIPS ETF
SCHP

Overview Fund Activity

396 hedge funds and large institutions have $6.63B invested in Schwab US TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+17
Holders Change %
+4.49%
% of All Funds
8.75%
Holding in Top 10
46
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+43.75%
% of All Funds
1.02%
New
63
Increased
129
Reduced
149
Closed
40
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$431K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.2M
2
Bank of America
2
Bank of America
North Carolina
$581M
3
RBA
3
Richard Bernstein Advisors
New York
$409M
4
MFM
4
MD Financial Management
Ontario, Canada
$99.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.52B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$268M
3
UCFA
3
United Capital Financial Advisors
Texas
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$73.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$544M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
301
MUFG Americas
New York
$115K +$115K +4,000 New
VCM
302
Vigilant Capital Management
Maine
$109K -$181K -6,292 -62%
ICM
303
Islay Capital Management
Texas
$104K – – –
PA
304
Parallel Advisors
California
$103K -$57 -2 -0.1%
HR
305
Howe & Rusling
New York
$94K +$94K +3,284 New
FRA
306
Front Row Advisors
California
$93K – – –
WT
307
Washington Trust
Rhode Island
$87K +$87K +3,014 New
CFO
308
CVA Family Office
Colorado
$84K +$84K +2,922 New
CFGS
309
Concourse Financial Group Securities
Alabama
$80K +$12.1K +424 +18%
AIP
310
Ameritas Investment Partners
Nebraska
$79K +$79K +2,762 New
TC
311
Truvestments Capital
Florida
$75K +$75K +2,614 New
SWM
312
Selective Wealth Management
Virginia
$72K +$5.79K +202 +9%
AIC
313
Ameritas Investment Company
Nebraska
$72K +$19.5K +676 +37%
BW
314
Bison Wealth
Georgia
$68K – – –
Deutsche Bank
315
Deutsche Bank
Germany
$65K -$1.44M -50,330 -96%
IA
316
Independence Advisors
Pennsylvania
$62K – – –
CWM
317
Cedar Wealth Management
California
$59K -$70.4K -2,462 -54%
PFGIA
318
Patriot Financial Group Insurance Agency
Massachusetts
$58K +$9.15K +316 +19%
TFA
319
Toth Financial Advisory
Virginia
$58K +$15.3K +534 +36%
BBPWM
320
Blue Bell Private Wealth Management
Pennsylvania
$55K – – –
IA
321
IFP Advisors
Florida
$54K +$3.01K +102 +6%
PA
322
Procyon Advisors
Connecticut
$54K +$4.45K +154 +9%
HI
323
Hudock Inc
Pennsylvania
$52K -$407K -14,178 -89%
SFG
324
Sowa Financial Group
Rhode Island
$52K +$39.3K +1,378 +309%
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$51K -$88K -3,064 -63%
11 12
13
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