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Schwab US TIPS ETF
SCHP

Overview Fund Activity

396 hedge funds and large institutions have $6.63B invested in Schwab US TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+17
Holders Change %
+4.49%
% of All Funds
8.75%
Holding in Top 10
46
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+43.75%
% of All Funds
1.02%
New
63
Increased
129
Reduced
149
Closed
40
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$431K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.2M
2
Bank of America
2
Bank of America
North Carolina
$581M
3
RBA
3
Richard Bernstein Advisors
New York
$409M
4
MFM
4
MD Financial Management
Ontario, Canada
$99.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.52B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$268M
3
UCFA
3
United Capital Financial Advisors
Texas
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$73.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$544M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
326
Sandy Spring Bank
Maryland
$50K -$2.84K -98 -5%
IFAM
327
Institutional & Family Asset Management
Colorado
$48K – – –
PCM
328
Penserra Capital Management
California
$47K +$47K +1,620 New
CCP
329
Clarkston Capital Partners
Michigan
$41K +$343 +12 +0.8%
LAS
330
Lloyd Advisory Services
Georgia
$40K -$15.6K -540 -28%
BFC
331
Bedel Financial Consulting
Indiana
$40K -$1.25K -44 -3%
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
MAM
333
Marquette Asset Management
Minnesota
$37K -$57.6K -2,000 -61%
RFA
334
Reilly Financial Advisors
California
$36K – – –
HIA
335
Harbor Investment Advisory
Maryland
$31K – – –
GI
336
Gradient Investments
Minnesota
$30K -$15.6K -546 -34%
VCP
337
Verus Capital Partners
Arizona
$29K +$29K +1,022 New
OPS
338
Orion Portfolio Solutions
Nebraska
$26K -$33.7K -1,164 -56%
SNT
339
Security National Trust
West Virginia
$24K – – –
AW
340
Avion Wealth
Texas
$24K +$24K +832 New
ClearBridge Investments
341
ClearBridge Investments
New York
$21K – – –
CIR
342
Clear Investment Research
Georgia
$20K -$293 -10 -1%
TWA
343
TCI Wealth Advisors
Arizona
$20K – – –
VFA
344
Valeo Financial Advisors
Indiana
$20K +$564 +420 +3%
S
345
SignatureFD
Georgia
$18K -$6.17K -218 -26%
LFG
346
LifePlan Financial Group
Ohio
$17K +$826 +28 +5%
CAC
347
Certified Advisory Corp
Florida
$16K +$13.5K +474 +551%
FHA
348
First Horizon Advisors
Tennessee
$16K +$16K +576 New
DI
349
Disciplined Investments
Oklahoma
$15K – – –
PK
350
Pflug Koory
Nebraska
$14K – – –
12 13
14
15 16