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Schwab US TIPS ETF
SCHP

Overview Fund Activity

429 hedge funds and large institutions have $9.19B invested in Schwab US TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 219 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+18
Holders Change %
+4.38%
% of All Funds
8.68%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.97%
New
58
Increased
219
Reduced
78
Closed
32
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
-$1.12M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.28B
2
Franklin Resources
Franklin Resources
California
$110M
3
Temasek Holdings
Temasek Holdings
Singapore
$55.7M
4
Wells Fargo
Wells Fargo
California
$112M
5
UBS Group
UBS Group
Switzerland
$358M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$16.4M
2
Bank of America
Bank of America
North Carolina
$86.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$17.1M
4
RWA
Redhawk Wealth Advisors
Minnesota
$0
5
VOYA Investment Management
VOYA Investment Management
Georgia
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
326
HBW Advisory Services
California
$219K +$219K +7,118 New
NFG
327
Next Financial Group
Texas
$218K -$12.1K -392 -5%
GWM
328
Gray Wealth Management
Maine
$218K – – –
WP
329
WealthSource Partners
California
$213K +$213K +6,920 New
Wolverine Trading
330
Wolverine Trading
Illinois
$211K +$211K +6,836 New
OCM
331
One Capital Management
California
$206K – – –
CAM
332
Cresset Asset Management
Illinois
$202K +$202K +6,554 New
LWM
333
Laidlaw Wealth Management
New York
$201K +$201K +6,522 New
WT
334
Whittier Trust
California
$197K – – –
IAS
335
IMA Advisory Services
Colorado
$187K +$19.1K +618 +11%
PFBT
336
Parkside Financial Bank & Trust
Missouri
$171K – – –
VCM
337
Vigilant Capital Management
Maine
$162K +$40K +1,300 +33%
CAPTRUST Financial Advisors
338
CAPTRUST Financial Advisors
North Carolina
$158K -$589K -19,120 -79%
Citigroup
339
Citigroup
New York
$132K +$62 +2 +0%
TFA
340
Toth Financial Advisory
Virginia
$127K +$64K +2,082 +102%
CFD
341
Creative Financial Designs
Indiana
$121K – – –
PO
342
Private Ocean
California
$121K – – –
CFO
343
CVA Family Office
Colorado
$121K – – –
FCH
344
Freestone Capital Holdings
Washington
$114K +$114K +3,694 New
ICM
345
Islay Capital Management
Texas
$111K – – –
SFS
346
Sowell Financial Services
Arkansas
$106K – – –
HI
347
Hudock Inc
Pennsylvania
$105K -$47.9K -1,554 -31%
LAS
348
Lloyd Advisory Services
Georgia
$96K +$2.54K +82 +3%
Simplex Trading
349
Simplex Trading
Illinois
$94K -$110K -3,586 -54%
IA
350
IFP Advisors
Florida
$91K -$2.84K -92 -3%
12 13
14
15 16