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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 %
EWM
376
EPG Wealth Management
Georgia
$2K – – –
DCM
377
Davis Capital Management
Florida
$2K +$2K +56 New
RCA
378
Rowland Carmichael Advisors
Arizona
$2K +$2K +86 New
KFS
379
Kelly Financial Services
Massachusetts
$1.05K – – –
BWM
380
BerganKDV Wealth Management
Minnesota
$1K -$25.2K -504 -96%
SL
381
Savior LLC
Massachusetts
$1K -$10.7K -364 -91%
AC
382
AlphaCore Capital
California
$1K -$2.22K -40 -69%
GTAM
383
Global Trust Asset Management
Florida
$1K -$950 -38 -49%
AWM
384
Atticus Wealth Management
Florida
$1K – – –
VRM
385
Vectors Research Management
New York
$1K – – –
HFS
386
HBC Financial Services
Washington
$1K – – –
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +38 New
BWL
388
Bogart Wealth LLC
Virginia
$1K +$1K +42 New
TF
389
Tompkins Financial
New York
$1K +$1K +52 New
GEA
390
Glen Eagle Advisors
New Jersey
$230 – – –
HWA
391
Heritage Wealth Advisors
Virginia
– -$29.1M -1,029,174 Closed
Allianz Asset Management
392
Allianz Asset Management
Germany
– -$9.05M -319,498 Closed
AWA
393
Alaska Wealth Advisors
Alaska
– -$7.56M -267,030 Closed
HA
394
HC Advisors
Georgia
– -$3.83M -135,340 Closed
DFG
395
DWM Financial Group
Illinois
– -$3.71M -130,960 Closed
TC
396
Tatro Capital
Kentucky
– -$2.57M -90,896 Closed
AI
397
Atria Investments
North Carolina
– -$1.85M -65,330 Closed
UWM
398
USAdvisors Wealth Management
Minnesota
– -$1.8M -63,538 Closed
EWM
399
Elmwood Wealth Management
California
– -$1.22M -42,966 Closed
WCM
400
Weik Capital Management
Pennsylvania
– -$1.16M -40,950 Closed
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