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Schwab US TIPS ETF
SCHP

Overview Fund Activity

429 hedge funds and large institutions have $9.19B invested in Schwab US TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 219 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+18
Holders Change %
+4.38%
% of All Funds
8.68%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.97%
New
58
Increased
219
Reduced
78
Closed
32
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
-$1.12M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.28B
2
Franklin Resources
Franklin Resources
California
$110M
3
Temasek Holdings
Temasek Holdings
Singapore
$55.7M
4
Wells Fargo
Wells Fargo
California
$112M
5
UBS Group
UBS Group
Switzerland
$358M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$16.4M
2
Bank of America
Bank of America
North Carolina
$86.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$17.1M
4
RWA
Redhawk Wealth Advisors
Minnesota
$0
5
VOYA Investment Management
VOYA Investment Management
Georgia
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
301
Wilbanks Smith & Thomas Asset Management
Virginia
$324K – – –
NDSI
302
Newman Dignan & Sheerar Inc
Rhode Island
$310K +$55.6K +1,806 +22%
RPA
303
Rock Point Advisors
Vermont
$298K – – –
Susquehanna International Group
304
Susquehanna International Group
Pennsylvania
$290K +$290K +9,410 New
SGCA
305
Steel Grove Capital Advisors
Tennessee
$288K – – –
HWMG
306
Hurlow Wealth Management Group
Indiana
$287K -$121K -3,948 -30%
CHA
307
Carmichael Hill & Associates
Maryland
$286K +$20.3K +660 +8%
FMC
308
First Merchants Corp
Indiana
$283K – – –
Cetera Investment Advisers
309
Cetera Investment Advisers
Illinois
$276K +$276K +8,968 New
CMO
310
Covenant Multifamily Offices
Texas
$270K -$3.95K -128 -1%
OPA
311
Old Port Advisors
Maine
$269K -$9.23K -300 -3%
CC
312
Cedar Capital
Illinois
$266K +$19.8K +642 +8%
FA
313
Fiducient Advisors
Illinois
$264K +$38.6K +1,254 +17%
OPS
314
Orion Portfolio Solutions
Nebraska
$264K +$228K +7,374 +624%
JHCP
315
Jackson Hole Capital Partners
Oklahoma
$258K – – –
CFS
316
CRA Financial Services
New Jersey
$258K +$16.8K +546 +7%
FANJ
317
Financial Architects (New Jersey)
New Jersey
$255K +$118K +3,814 +86%
AIP
318
Ahrens Investment Partners
Louisiana
$246K +$246K +7,990 New
LFG
319
Larson Financial Group
Missouri
$243K -$6.22K -202 -2%
SF
320
Synovus Financial
Georgia
$237K +$6.38K +206 +3%
SPI
321
Santori & Peters Inc
Pennsylvania
$233K +$233K +7,592 New
TC
322
TownSquare Capital
Utah
$233K +$233K +7,594 New
SMG
323
Spectrum Management Group
Indiana
$224K +$62 +2 +0%
FWM
324
Frontier Wealth Management
Missouri
$224K +$2.9K +94 +1%
STB
325
S&T Bank
Pennsylvania
$221K +$221K +7,168 New
11 12
13
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