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Schwab US TIPS ETF
SCHP

Overview Fund Activity

488 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 221 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+59
Holders Change %
+13.75%
% of All Funds
8.66%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.03%
New
97
Increased
221
Reduced
105
Closed
33
Calls
$248K
Puts
$1.52M
Net Calls
-$1.27M
Net Calls Change
+$63K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.57B
2
Franklin Resources
Franklin Resources
California
$223M
3
M&T Bank
M&T Bank
New York
$48.8M
4
NA
NextCapital Advisers
Illinois
$136M
5
Charles Schwab
Charles Schwab
California
$86.6M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$194M
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.18M
3
Jane Street
Jane Street
New York
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$347M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
301
Cabot Wealth Management
Massachusetts
$494K – – –
BAM
302
Belpointe Asset Management
Nevada
$493K +$493K +15,872 New
WIC
303
Whitegate Investment Counselors
New Hampshire
$492K +$13K +418 +3%
CPW
304
Catalyst Private Wealth
California
$473K +$43.9K +1,416 +10%
CFO
305
CVA Family Office
Colorado
$471K +$349K +11,242 +287%
LAIC
306
Lederer & Associates Investment Counsel
California
$470K +$67.7K +2,180 +17%
CAL
307
Capital Analysts LLC
Pennsylvania
$468K +$428K +13,784 +1,067%
CL
308
Choreo LLC
Illinois
$458K +$124K +4,004 +37%
FIM
309
Freedom Investment Management
Connecticut
$431K -$63K -2,030 -13%
CS
310
Cannell & Spears
New York
$431K -$62 -2 -0%
SAM
311
SignalPoint Asset Management
Missouri
$430K -$28.3K -910 -6%
Invesco
312
Invesco
Georgia
$426K +$33.2K +1,068 +8%
GRP
313
Global Retirement Partners
California
$417K +$76.8K +2,478 +23%
Baird Financial Group
314
Baird Financial Group
Wisconsin
$413K +$75.3K +2,426 +22%
HR
315
Hardy Reed
Mississippi
$407K – – –
AC
316
Addison Capital
Pennsylvania
$407K +$51.1K +1,644 +14%
LWM
317
Laidlaw Wealth Management
New York
$407K +$204K +6,578 +101%
APA
318
American Portfolios Advisors
New York
$403K -$28.6K -922 -7%
MHR
319
Matthew Hamilton Rosenberg
$397K – – –
MGIA
320
Moneta Group Investment Advisors
Missouri
$393K +$10.2K +330 +3%
AWM
321
Aprio Wealth Management
Georgia
$391K -$296K -9,530 -43%
Susquehanna International Group
322
Susquehanna International Group
Pennsylvania
$391K +$98.9K +3,188 +34%
CGA
323
Crescent Grove Advisors
Illinois
$390K +$3.66K +118 +0.9%
PPW
324
Parcion Private Wealth
Washington
$387K -$1.37K -44 -0.4%
NL
325
NWAM LLC
Washington
$385K +$385K +12,392 New
11 12
13
14 15