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Schwab US TIPS ETF
SCHP

Overview Fund Activity

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
Holders
411
Holders Change
+15
Holders Change %
+3.79%
% of All Funds
8.45%
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
$4.94B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$338M
3
TCM
Tradewinds Capital Management
Washington
$29.2M
4
UBS Group
UBS Group
Switzerland
$314M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$24.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$96.5M
2
RBA
Richard Bernstein Advisors
New York
$107K
3
VOYA Investment Management
VOYA Investment Management
Georgia
$366M
4
Ameriprise
Ameriprise
Minnesota
$24.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
351
Campbell Wealth Management
Virginia
$38K +$38K +1,260 New
RFA
352
Reilly Financial Advisors
California
$37K – – –
OPS
353
Orion Portfolio Solutions
Nebraska
$35K +$8.41K +284 +32%
MCM
354
MV Capital Management
Maryland
$34K +$34K +1,132 New
FA
355
Financial Advantage
Maryland
$34K +$34K +1,146 New
HIA
356
Harbor Investment Advisory
Maryland
$33K – – –
GI
357
Gradient Investments
Minnesota
$32K – – –
RIM
358
Rockbridge Investment Management
New York
$29K +$29K +970 New
AW
359
Avion Wealth
Texas
$25K – – –
SNT
360
Security National Trust
West Virginia
$25K – – –
MA
361
MUFG Americas
New York
$23K +$7.42K +1,906 +48%
ClearBridge Investments
362
ClearBridge Investments
New York
$22K – – –
LWM
363
Liberty Wealth Management
California
$21K +$21K +692 New
CIR
364
Clear Investment Research
Georgia
$20K -$729 -24 -4%
TWA
365
TCI Wealth Advisors
Arizona
$20K – – –
HNB
366
Huntington National Bank
Ohio
$20K – – –
Franklin Resources
367
Franklin Resources
California
$18K +$18K +600 New
APWA
368
Atlas Private Wealth Advisors
New Jersey
$18K +$18K +600 New
CAC
369
Certified Advisory Corp
Florida
$17K – – –
FHA
370
First Horizon Advisors
Tennessee
$17K – – –
MCM
371
Manchester Capital Management
Vermont
$16K +$16K +548 New
LFG
372
LifePlan Financial Group
Ohio
$15K -$2.56K -84 -15%
PK
373
Pflug Koory
Nebraska
$15K – – –
GWM
374
Geneos Wealth Management
Colorado
$14K – – –
JCM
375
Jacobi Capital Management
Pennsylvania
$13K +$13K +438 New
13 14
15
16 17