SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

488 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 221 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+59
Holders Change %
+13.75%
% of All Funds
8.66%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.03%
New
97
Increased
221
Reduced
105
Closed
33
Calls
$248K
Puts
$1.52M
Net Calls
-$1.27M
Net Calls Change
+$63K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.57B
2
Franklin Resources
2
Franklin Resources
California
$223M
3
M&T Bank
3
M&T Bank
New York
$48.8M
4
NA
4
NextCapital Advisers
Illinois
$136M
5
Charles Schwab
5
Charles Schwab
California
$86.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$194M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.18M
3
Jane Street
3
Jane Street
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$347M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
326
OneDigital Investment Advisors
Kansas
$381K -$791K -25,480 -68%
WT
327
Whittier Trust
California
$380K +$182K +5,854 +92%
PA
328
Pinnacle Associates
New York
$378K +$8.38K +270 +2%
CAM
329
Cubic Asset Management
Massachusetts
$371K – – –
AAM
330
Advisors Asset Management
Colorado
$370K +$4.28K +138 +1%
DI
331
DAGCO Inc
Ohio
$369K +$369K +11,898 New
AWM
332
Apollon Wealth Management
South Carolina
$350K -$41.4K -1,334 -11%
HBCM
333
Heron Bay Capital Management
Michigan
$349K +$349K +11,250 New
FHC
334
First Heartland Consultants
Missouri
$346K +$6.03K +194 +2%
CA
335
Callahan Advisors
Texas
$339K +$3.23K +104 +1%
WSTAM
336
Wilbanks Smith & Thomas Asset Management
Virginia
$327K – – –
PAS
337
Park Avenue Securities
New York
$327K +$327K +10,538 New
IA
338
IFP Advisors
Florida
$323K +$232K +7,498 +255%
CAN
339
Cetera Advisor Networks
California
$321K -$11.4K -366 -3%
Comerica Bank
340
Comerica Bank
Texas
$316K -$666K -21,426 -68%
VM
341
VPR Management
Texas
$310K +$310K +10,000 New
HIC
342
Hartline Investment Corp
Illinois
$307K +$307K +9,896 New
CNBTD
343
Citizens National Bank Trust Department
Mississippi
$301K +$301K +9,700 New
RPA
344
Rock Point Advisors
Vermont
$300K – – –
SGCA
345
Steel Grove Capital Advisors
Tennessee
$290K – – –
AAS
346
Avantax Advisory Services
Texas
$289K -$1.48M -47,496 -84%
CHA
347
Carmichael Hill & Associates
Maryland
$288K -$310 -10 -0.1%
PG
348
Prostatis Group
Maryland
$278K -$60.7K -1,954 -18%
FANJ
349
Financial Architects (New Jersey)
New Jersey
$277K +$20.3K +654 +8%
OPA
350
Old Port Advisors
Maine
$276K +$3.92K +126 +1%
12 13
14
15 16