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Schwab US TIPS ETF
SCHP

Overview Fund Activity

429 hedge funds and large institutions have $9.19B invested in Schwab US TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 219 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+18
Holders Change %
+4.38%
% of All Funds
8.68%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.97%
New
58
Increased
219
Reduced
78
Closed
32
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
-$1.12M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.28B
2
Franklin Resources
Franklin Resources
California
$110M
3
Temasek Holdings
Temasek Holdings
Singapore
$55.7M
4
Wells Fargo
Wells Fargo
California
$112M
5
UBS Group
UBS Group
Switzerland
$358M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$16.4M
2
Bank of America
Bank of America
North Carolina
$86.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$17.1M
4
RWA
Redhawk Wealth Advisors
Minnesota
$0
5
VOYA Investment Management
VOYA Investment Management
Georgia
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
351
Front Row Advisors
California
$88K – – –
AIP
352
Ameritas Investment Partners
Nebraska
$85K – – –
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$82K +$3.16K +102 +4%
AA
354
AlphaCentric Advisors
Puerto Rico
$78K -$3.69K -120 -5%
HFA
355
Hoover Financial Advisors
Pennsylvania
$76K +$10K +326 +15%
SBL
356
Sargent Bickham Lagudis
Colorado
$72K – – –
BW
357
Bison Wealth
Georgia
$70K +$3.08K +100 +5%
JWA
358
JFS Wealth Advisors
Pennsylvania
$68K +$67.9K +2,198 +109,900%
GWM
359
Geneos Wealth Management
Colorado
$65K +$50.4K +1,646 +346%
VFA
360
Valeo Financial Advisors
Indiana
$62K -$9.74K -316 -14%
SL
361
Savior LLC
Massachusetts
$61K +$59.9K +1,934 +5,688%
MA
362
MUFG Americas
New York
$59K -$124K -4,000 -68%
BBPWM
363
Blue Bell Private Wealth Management
Pennsylvania
$59K – – –
SIM
364
Sonora Investment Management
Arizona
$59K +$58.5K +1,886 +11,788%
SFG
365
Sowa Financial Group
Rhode Island
$56K – – –
CWM
366
Cedar Wealth Management
California
$53K +$123 +4 +0.2%
BC
367
Belmont Capital
California
$52K +$5.84K +190 +13%
RIM
368
Rockbridge Investment Management
New York
$48K +$18.3K +600 +62%
BFC
369
Bedel Financial Consulting
Indiana
$45K +$61 +2 +0.1%
CCP
370
Clarkston Capital Partners
Michigan
$41K +$617 +20 +2%
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
CAL
372
Capital Analysts LLC
Pennsylvania
$40K +$40K +1,292 New
RFA
373
Reilly Financial Advisors
California
$38K – – –
GEA
374
Glen Eagle Advisors
New Jersey
$37.2K +$37K +1,200 +15,000%
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
$37K -$205K -6,664 -85%
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