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Schwab US TIPS ETF
SCHP

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

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

36% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 119

24% more capital invested

Capital invested by funds: $6.63B → $8.2B (+$1.57B)

3.99% more ownership

Funds ownership: 154.14% → 158.13% (+4%)

4% more funds holding

Funds holding: 396 → 411 (+15)

7% less funds holding in top 10

Funds holding in top 10: 46 → 43 (-3)

48% less call options, than puts

Call options by funds: $228K | Put options by funds: $439K

Holders
411
Holders Change
+15
Holders Change %
+3.79%
% of All Funds
8.43%
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
+$2.28B
2
JP Morgan Chase
JP Morgan Chase
New York
+$57.5M
3
TCM
Tradewinds Capital Management
Washington
+$28.8M
4
UBS Group
UBS Group
Switzerland
+$25.7M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$24.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$504M
2
RBA
Richard Bernstein Advisors
New York
-$422M
3
Ameriprise
Ameriprise
Minnesota
-$200M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$199M
5
Osaic Holdings
Osaic Holdings
Arizona
-$60.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
326
Sowell Financial Services
Arkansas
$103K -$32.9K -1,110 -24%
CFGS
327
Concourse Financial Group Securities
Alabama
$103K +$18.5K +624 +22%
IA
328
IFP Advisors
Florida
$91K +$35.7K +1,206 +66%
LAS
329
Lloyd Advisory Services
Georgia
$91K +$48.5K +1,636 +118%
FRA
330
Front Row Advisors
California
$86K -$8.06K -272 -9%
AIP
331
Ameritas Investment Partners
Nebraska
$82K – – –
AA
332
AlphaCentric Advisors
Puerto Rico
$80K +$78.6K +2,654 New
TC
333
Truvestments Capital
Florida
$78K +$59 +2 +0.1%
SWM
334
Selective Wealth Management
Virginia
$76K – – –
PFGIA
335
Patriot Financial Group Insurance Agency
Massachusetts
$76K +$16.1K +542 +27%
VFA
336
Valeo Financial Advisors
Indiana
$70K -$372K -12,570 -84%
SBL
337
Sargent Bickham Lagudis
Colorado
$70K -$273K -9,200 -80%
BW
338
Bison Wealth
Georgia
$65K -$5.45K -184 -8%
HFA
339
Hoover Financial Advisors
Pennsylvania
$64K +$63.5K +2,144 New
TFA
340
Toth Financial Advisory
Virginia
$62K +$592 +20 +1%
BBPWM
341
Blue Bell Private Wealth Management
Pennsylvania
$60K – – –
PA
342
Procyon Advisors
Connecticut
$59K +$3.38K +114 +6%
SFG
343
Sowa Financial Group
Rhode Island
$55K – – –
WT
344
Washington Trust
Rhode Island
$54K -$35.9K -1,212 -40%
CWM
345
Cedar Wealth Management
California
$52K -$10.1K -342 -17%
BC
346
Belmont Capital
California
$45K +$44.5K +1,502 New
BFC
347
Bedel Financial Consulting
Indiana
$44K +$1.84K +62 +4%
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
CCP
349
Clarkston Capital Partners
Michigan
$39K -$3.73K -126 -9%
MAM
350
Marquette Asset Management
Minnesota
$39K – – –
12 13
14
15 16

SCHP Hedge Fund Activity: Q2 2020 in Review

411 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2020, worth a combined $8.2B — up 24% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SCHP positions and 46 closed out — a net gain of 19 holders — while 162 added to existing stakes and 119 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $2.28B. The largest seller was Bank of America, cutting an estimated $504M.

  • 411 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2020, up from 396 in Q1 2020.
  • Funds reported $8.2B of Schwab US TIPS ETF stock for Q2 2020, up 24% quarter-over-quarter.
  • 65 funds opened new Schwab US TIPS ETF positions in Q2 2020 and 46 closed out, a net change of +19 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2020 was Charles Schwab Investment Advisory, an estimated $2.28B added.
  • The largest Schwab US TIPS ETF seller in Q2 2020 was Bank of America, an estimated $504M sold.

Based on aggregated 13F filings for Q2 2020.