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Schwab US TIPS ETF
SCHP

Overview Fund Activity

540 hedge funds and large institutions have $13.1B invested in Schwab US TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 258 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+52
Holders Change %
+10.66%
% of All Funds
9.51%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
99
Increased
258
Reduced
114
Closed
41
Calls
$917K
Puts
$911K
Net Calls
+$6K
Net Calls Change
+$1.27M

Top Buyers

1
QCM
Quadratic Capital Management
Connecticut
$2.2B
2
CSIA
Charles Schwab Investment Advisory
California
$6.2B
3
Ameriprise
Ameriprise
Minnesota
$115M
4
Franklin Resources
Franklin Resources
California
$266M
5
Stifel Financial
Stifel Financial
Missouri
$55.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$314M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$8.42M
3
FI
FormulaFolio Investments
Michigan
$1.52M
4
MAM
Madison Asset Management
Wisconsin
$29.6M
5
PAG
Pinnacle Advisory Group
Maryland
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
301
Private Capital Management (Colorado)
Colorado
$702K -$59K -1,928 -8%
Baird Financial Group
302
Baird Financial Group
Wisconsin
$698K +$291K +9,510 +71%
5L
303
55I LLC
Massachusetts
$698K +$698K +22,836 New
QCIG
304
Quad-Cities Investment Group
Iowa
$695K – – –
FCM
305
Firestone Capital Management
Florida
$694K – – –
PB
306
Pinnacle Bancorp
Nebraska
$693K +$45.8K +1,496 +7%
OIM
307
Oder Investment Management
California
$682K +$4.89K +160 +0.7%
NL
308
NEPC LLC
Massachusetts
$674K -$569K -18,618 -46%
D
309
Diversified
Delaware
$671K +$558K +18,250 +496%
PJSIMP
310
P.J. Schmidt Investment Management (PJS)
Wisconsin
$670K +$91.6K +2,958 +16%
AFA
311
Arlington Financial Advisors
California
$664K +$38.8K +1,268 +6%
GCA
312
Gradient Capital Advisors
California
$662K – – –
SI
313
Stephens Inc
Arkansas
$638K +$84.1K +2,748 +15%
WKWM
314
Walter & Keenan Wealth Management
Indiana
$635K +$112K +3,660 +21%
IP
315
Intellectus Partners
California
$634K – – –
OBWG
316
Onyx Bridge Wealth Group
New York
$627K – – –
WWM
317
WT Wealth Management
Arizona
$620K -$1.07M -34,846 -63%
SP
318
Successful Portfolios
Florida
$618K +$12.8K +418 +2%
LF
319
Lee Financial
Texas
$599K -$358K -11,700 -37%
HB
320
Homrich & Berg
Georgia
$593K +$593K +19,398 New
VCP
321
Vista Capital Partners
Oregon
$580K -$6.73K -220 -1%
FAIM
322
Financial Advocates Investment Management
Washington
$576K -$26.7K -872 -4%
RSVP
323
Ramsay Stattman Vela & Price
Colorado
$576K +$576K +18,830 New
SIA
324
Strategic Investment Advisors
Michigan
$569K +$29.5K +966 +5%
CWM
325
Cranbrook Wealth Management
Michigan
$564K – – –
11 12
13
14 15