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Schwab US TIPS ETF
SCHP

Overview Fund Activity

336 hedge funds and large institutions have $6.82B invested in Schwab US TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+20
Holders Change %
+6.33%
% of All Funds
7.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.59%
New
48
Increased
149
Reduced
94
Closed
26
Calls
–
Puts
$249K
Net Calls
-$249K
Net Calls Change
-$249K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$537M
2
RBA
Richard Bernstein Advisors
New York
$361M
3
UBS Group
UBS Group
Switzerland
$240M
4
Ameriprise
Ameriprise
Minnesota
$214M
5
CSIA
Charles Schwab Investment Advisory
California
$2.52B

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$141M
2
Jane Street
Jane Street
New York
$705K
3
VOYA Investment Management
VOYA Investment Management
Georgia
$607M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
MIH
Madison Investment Holdings
Wisconsin
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
326
Asset Dedication LLC
California
$2K – – –
AF
327
Allworth Financial
California
$2K – – –
FMP
328
Financial Management Professionals
Texas
$2K – – –
GTAM
329
Global Trust Asset Management
Florida
$2K – – –
IBOK
330
Independence Bank of Kentucky
Kentucky
$2K – – –
KFS
331
Kelly Financial Services
Massachusetts
$1.02K +$1.02K +36 New
JWA
332
JFS Wealth Advisors
Pennsylvania
$1K +$1K +44 New
GEA
333
Glen Eagle Advisors
New Jersey
$227 – – –
SWP
334
Strategic Wealth Partners
Ohio
$8 -$1 -18 -6%
SG Americas Securities
335
SG Americas Securities
New York
– -$16.4M -580,740 Closed
TFA
336
Transamerica Financial Advisors
Florida
– -$2.5M -88,884 Closed
OMC
337
Old Mission Capital
Illinois
– -$1.58M -56,200 Closed
DSC
338
Duncker Streett & Co
Missouri
– -$948K -33,658 Closed
AC
339
Avestar Capital
New York
– -$807K -29,140 Closed
AAS
340
Avantax Advisory Services
Texas
– -$668K -23,708 Closed
NL
341
NWAM LLC
Washington
– -$434K -15,410 Closed
Mariner
342
Mariner
Kansas
– -$379K -13,470 Closed
Stifel Financial
343
Stifel Financial
Missouri
– -$311K -10,966 Closed
RMA
344
Roffman Miller Associates
Pennsylvania
– -$275K -9,780 Closed
HR
345
Hayden Royal
North Carolina
– -$211K -7,494 Closed
FA
346
FDx Advisors
Illinois
– -$203K -7,196 Closed
1832 Asset Management
347
1832 Asset Management
Ontario, Canada
– -$73K -2,580 Closed
TRCT
348
Tower Research Capital (TRC)
New York
– -$43K -1,510 Closed
MWM
349
Meridian Wealth Management
Kentucky
– -$367 -1,302 Closed
DWM
350
Destination Wealth Management
California
– -$36K -1,290 Closed
11 12 13
14
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