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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$314M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$8.42M
3
FI
FormulaFolio Investments
Michigan
$1.52M
4
MAM
Madison Asset Management
Wisconsin
$29.6M
5
PAG
Pinnacle Advisory Group
Maryland
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
351
Pathstone Family Office
New Jersey
$412K -$122K -4,000 -23%
AA
352
AlphaMark Advisors
Kentucky
$411K +$411K +13,450 New
AC
353
Addison Capital
Pennsylvania
$410K +$9.42K +308 +2%
CL
354
Choreo LLC
Illinois
$403K -$48.4K -1,582 -11%
HR
355
Hardy Reed
Mississippi
$401K – – –
FCH
356
Freestone Capital Holdings
Washington
$392K +$174K +5,696 +80%
MHR
357
Matthew Hamilton Rosenberg
$391K – – –
PA
358
Prism Advisors
California
$390K +$124K +4,066 +47%
NWS
359
Newport Wealth Strategies
California
$390K +$390K +12,740 New
AAM
360
Advisors Asset Management
Colorado
$386K +$21.5K +702 +6%
CGA
361
Crescent Grove Advisors
Illinois
$384K – – –
PA
362
Pinnacle Associates
New York
$377K +$4.1K +134 +1%
WT
363
Whittier Trust
California
$374K – – –
CWA
364
Cornerstone Wealth Advisors
Minnesota
$368K +$368K +12,050 New
Comerica Bank
365
Comerica Bank
Texas
$366K +$52.6K +1,708 +17%
CAM
366
Cubic Asset Management
Massachusetts
$362K -$3.36K -110 -0.9%
KF
367
Krilogy Financial
Missouri
$350K -$152K -4,976 -30%
BUB
368
BBVA USA Bancshares
Texas
$344K -$362K -11,824 -51%
HBCM
369
Heron Bay Capital Management
Michigan
$344K – – –
BWM
370
Birchcreek Wealth Management
Ohio
$343K -$2.07M -67,776 -86%
PPW
371
Parcion Private Wealth
Washington
$341K -$39.9K -1,304 -10%
CA
372
Callahan Advisors
Texas
$334K – – –
ABC
373
Associated Banc-Corp
Wisconsin
$332K -$138K -4,790 -29%
WSTAM
374
Wilbanks Smith & Thomas Asset Management
Virginia
$322K – – –
CNBTD
375
Citizens National Bank Trust Department
Mississippi
$322K +$25.1K +820 +8%
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15
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