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Schwab US TIPS ETF
SCHP

Overview Fund Activity

396 hedge funds and large institutions have $6.63B invested in Schwab US TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+17
Holders Change %
+4.49%
% of All Funds
8.75%
Holding in Top 10
46
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+43.75%
% of All Funds
1.02%
New
63
Increased
129
Reduced
149
Closed
40
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$431K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.2M
2
Bank of America
2
Bank of America
North Carolina
$581M
3
RBA
3
Richard Bernstein Advisors
New York
$409M
4
MFM
4
MD Financial Management
Ontario, Canada
$99.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.52B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$268M
3
UCFA
3
United Capital Financial Advisors
Texas
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$73.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$544M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
351
Shine Investment Advisory Services
Colorado
$14K +$14K +486 New
GWM
352
Geneos Wealth Management
Colorado
$13K – – –
CAGAS
353
Capital Advisory Group Advisory Services
Minnesota
$12K -$224K -7,500 -95%
CDIA
354
Capital Directions Investment Advisors
Georgia
$12K – – –
FWM
355
Filbrandt Wealth Management
Wisconsin
$12K +$12K +410 New
CFA
356
Carroll Financial Associates
North Carolina
$11K – – –
FHA
357
Flagship Harbor Advisors
Massachusetts
$8K – – –
MAM
358
Meeder Asset Management
Ohio
$8K – – –
CIAS
359
Capital Investment Advisory Services
North Carolina
$8K +$857 +30 +12%
RCA
360
Ranch Capital Advisors
Florida
$7K – – –
HFS
361
Hantz Financial Services
Michigan
$6K +$6K +192 New
LCC
362
Lincoln Capital Corp
Rhode Island
$5.81K +$300 +10,448 +5%
ACA
363
Aptus Capital Advisors
Alabama
$5K -$172 -6 -3%
HCM
364
Horrell Capital Management
Arkansas
$5K – – –
FGAM
365
Financial Gravity Asset Management
Texas
$4.59K +$209 +294 +5%
APC
366
Aspire Private Capital
North Carolina
$4K – – –
CAAS
367
Capital Asset Advisory Services
Michigan
$4K – – –
WCG
368
Weaver Consulting Group
California
$4K – – –
CAN
369
Claraphi Advisory Network
United States
$4K +$4K +150 New
SWA
370
Sutton Wealth Advisors
Florida
$3.16K – – –
TFGT
371
TS Financial Group (TSFG)
Illinois
$3K – – –
GSWM
372
Golden State Wealth Management
California
$3K +$3K +118 New
AF
373
Allworth Financial
California
$2K -$8.21K -312 -80%
ADL
374
Asset Dedication LLC
California
$2K – – –
FMP
375
Financial Management Professionals
Texas
$2K – – –
13 14
15
16 17