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Schwab US TIPS ETF
SCHP

Overview Fund Activity

411 hedge funds and large institutions have $8.2B invested in Schwab US TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 162 increasing their positions, 119 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+15
Holders Change %
+3.79%
% of All Funds
8.45%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.88%
New
65
Increased
162
Reduced
119
Closed
46
Calls
$228K
Puts
$439K
Net Calls
-$211K
Net Calls Change
-$642K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.94B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$338M
3
TCM
Tradewinds Capital Management
Washington
$29.2M
4
UBS Group
UBS Group
Switzerland
$314M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$24.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$96.5M
2
RBA
Richard Bernstein Advisors
New York
$107K
3
VOYA Investment Management
VOYA Investment Management
Georgia
$366M
4
Ameriprise
Ameriprise
Minnesota
$24.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
301
Synovus Financial
Georgia
$224K +$6.62K +220 +3%
PA
302
Prism Advisors
California
$223K +$223K +7,434 New
FA
303
Fiducient Advisors
Illinois
$220K -$48.3K -1,608 -18%
SMG
304
Spectrum Management Group
Indiana
$218K – – –
PFG
305
Piershale Financial Group
Illinois
$216K +$216K +7,184 New
FWM
306
Frontier Wealth Management
Missouri
$215K +$215K +7,164 New
GWM
307
Gray Wealth Management
Maine
$212K -$38.3K -1,278 -15%
OCM
308
One Capital Management
California
$200K -$18K -600 -8%
ECM
309
Evergreen Capital Management
Washington
$200K +$200K +6,662 New
Simplex Trading
310
Simplex Trading
Illinois
$199K +$199K +6,640 New
WT
311
Whittier Trust
California
$192K – – –
PFBT
312
Parkside Financial Bank & Trust
Missouri
$167K – – –
IAS
313
IMA Advisory Services
Colorado
$163K +$43.5K +1,450 +36%
HI
314
Hudock Inc
Pennsylvania
$148K +$94K +3,150 +174%
GRP
315
Global Retirement Partners
California
$137K +$17.1K +570 +14%
FANJ
316
Financial Architects (New Jersey)
New Jersey
$133K – – –
Citigroup
317
Citigroup
New York
$129K -$19.9K -660 -13%
APA
318
American Portfolios Advisors
New York
$121K -$13.7K -458 -10%
VCM
319
Vigilant Capital Management
Maine
$119K +$5.34K +178 +5%
PO
320
Private Ocean
California
$118K -$7.74K -258 -6%
CFO
321
CVA Family Office
Colorado
$118K +$30.1K +1,000 +34%
CFD
322
Creative Financial Designs
Indiana
$118K +$118K +3,942 New
ICM
323
Islay Capital Management
Texas
$108K – – –
PA
324
Parallel Advisors
California
$108K +$597 +20 +0.6%
RBA
325
Richard Bernstein Advisors
New York
$107K -$427M -14,230,564 -100%
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