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Schwab US TIPS ETF
SCHP

Overview Fund Activity

411 hedge funds and large institutions have $8.2B invested in Schwab US TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 162 increasing their positions, 119 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+15
Holders Change %
+3.79%
% of All Funds
8.45%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.88%
New
65
Increased
162
Reduced
119
Closed
46
Calls
$228K
Puts
$439K
Net Calls
-$211K
Net Calls Change
-$642K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.94B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$338M
3
TCM
Tradewinds Capital Management
Washington
$29.2M
4
UBS Group
UBS Group
Switzerland
$314M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$24.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$96.5M
2
RBA
Richard Bernstein Advisors
New York
$107K
3
VOYA Investment Management
VOYA Investment Management
Georgia
$366M
4
Ameriprise
Ameriprise
Minnesota
$24.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
326
Sowell Financial Services
Arkansas
$103K -$33.3K -1,110 -24%
CFGS
327
Concourse Financial Group Securities
Alabama
$103K +$18.8K +624 +22%
IA
328
IFP Advisors
Florida
$91K +$36.1K +1,206 +66%
LAS
329
Lloyd Advisory Services
Georgia
$91K +$49.3K +1,636 +118%
FRA
330
Front Row Advisors
California
$86K -$8.18K -272 -9%
AIP
331
Ameritas Investment Partners
Nebraska
$82K – – –
AA
332
AlphaCentric Advisors
Puerto Rico
$80K +$80K +2,654 New
TC
333
Truvestments Capital
Florida
$78K +$60 +2 +0.1%
SWM
334
Selective Wealth Management
Virginia
$76K – – –
PFGIA
335
Patriot Financial Group Insurance Agency
Massachusetts
$76K +$16.2K +542 +27%
VFA
336
Valeo Financial Advisors
Indiana
$70K -$378K -12,570 -84%
SBL
337
Sargent Bickham Lagudis
Colorado
$70K -$277K -9,200 -80%
BW
338
Bison Wealth
Georgia
$65K -$5.51K -184 -8%
HFA
339
Hoover Financial Advisors
Pennsylvania
$64K +$64K +2,144 New
TFA
340
Toth Financial Advisory
Virginia
$62K +$605 +20 +1%
BBPWM
341
Blue Bell Private Wealth Management
Pennsylvania
$60K – – –
PA
342
Procyon Advisors
Connecticut
$59K +$3.39K +114 +6%
SFG
343
Sowa Financial Group
Rhode Island
$55K – – –
WT
344
Washington Trust
Rhode Island
$54K -$36.3K -1,212 -40%
CWM
345
Cedar Wealth Management
California
$52K -$10.3K -342 -17%
BC
346
Belmont Capital
California
$45K +$45K +1,502 New
BFC
347
Bedel Financial Consulting
Indiana
$44K +$1.86K +62 +4%
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
CCP
349
Clarkston Capital Partners
Michigan
$39K -$3.76K -126 -9%
MAM
350
Marquette Asset Management
Minnesota
$39K – – –
12 13
14
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