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Schwab US TIPS ETF
SCHP

Overview Fund Activity

540 hedge funds and large institutions have $13.1B invested in Schwab US TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 258 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+52
Holders Change %
+10.66%
% of All Funds
9.51%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
99
Increased
258
Reduced
114
Closed
41
Calls
$917K
Puts
$911K
Net Calls
+$6K
Net Calls Change
+$1.27M

Top Buyers

1
QCM
1
Quadratic Capital Management
Connecticut
$2.2B
2
CSIA
2
Charles Schwab Investment Advisory
California
$6.2B
3
Ameriprise
3
Ameriprise
Minnesota
$115M
4
Franklin Resources
4
Franklin Resources
California
$266M
5
Stifel Financial
5
Stifel Financial
Missouri
$55.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$314M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.42M
3
FI
3
FormulaFolio Investments
Michigan
$1.52M
4
MAM
4
Madison Asset Management
Wisconsin
$29.6M
5
PAG
5
Pinnacle Advisory Group
Maryland
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
326
Brighton Jones LLC
Washington
$553K +$4.71K +154 +0.9%
GJIC
327
Gamble Jones Investment Counsel
California
$550K – – –
HCIA
328
Hochman Cole Investment Advisors
Illinois
$536K +$6.85K +224 +1%
NL
329
NWAM LLC
Washington
$531K +$152K +4,972 +40%
SGI
330
Summit Global Investments
Utah
$506K +$506K +16,536 New
PWM
331
PRW Wealth Management
Massachusetts
$505K – – –
PAS
332
Park Avenue Securities
New York
$501K +$179K +5,848 +55%
WIC
333
Whitegate Investment Counselors
New Hampshire
$500K +$15.8K +516 +3%
AIP
334
Ahrens Investment Partners
Louisiana
$500K +$248K +8,120 +99%
CPW
335
Catalyst Private Wealth
California
$488K +$22K +720 +5%
CHA
336
Carmichael Hill & Associates
Maryland
$485K +$201K +6,586 +71%
BAM
337
Belpointe Asset Management
Nevada
$473K -$11.9K -390 -2%
GRP
338
Global Retirement Partners
California
$467K +$56.1K +1,838 +14%
SAM
339
SignalPoint Asset Management
Missouri
$465K +$41.5K +1,356 +10%
LWAC
340
Laurel Wealth Advisors (California)
California
$461K +$461K +15,086 New
AWM
341
Apollon Wealth Management
South Carolina
$444K +$98.5K +3,218 +29%
Susquehanna International Group
342
Susquehanna International Group
Pennsylvania
$441K +$55.4K +1,810 +14%
DBRC
343
D.B. Root & Company
Pennsylvania
$435K -$224K -7,312 -34%
1CM
344
1492 Capital Management
Wisconsin
$433K +$433K +14,152 New
CAN
345
Cetera Advisor Networks
California
$430K +$114K +3,728 +36%
SFS
346
Sowell Financial Services
Arkansas
$428K +$304K +9,758 +245%
MGIA
347
Moneta Group Investment Advisors
Missouri
$420K +$32.8K +1,072 +8%
CWM
348
Cabot Wealth Management
Massachusetts
$416K -$70.5K -2,308 -14%
SFG
349
SageGuard Financial Group
Tennessee
$416K +$416K +13,636 New
GW
350
GW & Wade
Massachusetts
$414K +$414K +13,536 New
12 13
14
15 16