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Schwab US TIPS ETF
SCHP

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

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

36% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 119

24% more capital invested

Capital invested by funds: $6.63B → $8.2B (+$1.57B)

3.99% more ownership

Funds ownership: 154.14% → 158.13% (+4%)

4% more funds holding

Funds holding: 396 → 411 (+15)

7% less funds holding in top 10

Funds holding in top 10: 46 → 43 (-3)

48% less call options, than puts

Call options by funds: $228K | Put options by funds: $439K

Holders
411
Holders Change
+15
Holders Change %
+3.79%
% of All Funds
8.43%
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
+$2.28B
2
JP Morgan Chase
JP Morgan Chase
New York
+$57.5M
3
TCM
Tradewinds Capital Management
Washington
+$28.8M
4
UBS Group
UBS Group
Switzerland
+$25.7M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$24.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$504M
2
RBA
Richard Bernstein Advisors
New York
-$422M
3
Ameriprise
Ameriprise
Minnesota
-$200M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$199M
5
Osaic Holdings
Osaic Holdings
Arizona
-$60.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
351
Campbell Wealth Management
Virginia
$38K +$37.3K +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 +$33.5K +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 +$28.7K +970 New
AW
359
Avion Wealth
Texas
$25K – – –
SNT
360
Security National Trust
West Virginia
$25K – – –
MA
361
MUFG Americas
New York
$23K +$56.5K +1,906 +48%
ClearBridge Investments
362
ClearBridge Investments
New York
$22K – – –
LWM
363
Liberty Wealth Management
California
$21K +$20.5K +692 New
CIR
364
Clear Investment Research
Georgia
$20K -$711 -24 -4%
HNB
365
Huntington National Bank
Ohio
$20K – – –
TWA
366
TCI Wealth Advisors
Arizona
$20K – – –
APWA
367
Atlas Private Wealth Advisors
New Jersey
$18K +$17.8K +600 New
Franklin Resources
368
Franklin Resources
California
$18K +$17.8K +600 New
CAC
369
Certified Advisory Corp
Florida
$17K – – –
FHA
370
First Horizon Advisors
Tennessee
$17K – – –
MCM
371
Manchester Capital Management
Vermont
$16K +$16.2K +548 New
LFG
372
LifePlan Financial Group
Ohio
$15K -$2.49K -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

SCHP Hedge Fund Activity: Q2 2020 in Review

411 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2020, worth a combined $8.2B — up 24% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SCHP positions and 46 closed out — a net gain of 19 holders — while 162 added to existing stakes and 119 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $2.28B. The largest seller was Bank of America, cutting an estimated $504M.

  • 411 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2020, up from 396 in Q1 2020.
  • Funds reported $8.2B of Schwab US TIPS ETF stock for Q2 2020, up 24% quarter-over-quarter.
  • 65 funds opened new Schwab US TIPS ETF positions in Q2 2020 and 46 closed out, a net change of +19 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2020 was Charles Schwab Investment Advisory, an estimated $2.28B added.
  • The largest Schwab US TIPS ETF seller in Q2 2020 was Bank of America, an estimated $504M sold.

Based on aggregated 13F filings for Q2 2020.