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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 %
CDIA
376
Capital Directions Investment Advisors
Georgia
$12K – – –
CL
377
Cabana LLC
Arkansas
$11K +$11K +366 New
DI
378
Disciplined Investments
Oklahoma
$8K -$7.09K -248 -47%
FHA
379
Flagship Harbor Advisors
Massachusetts
$8K -$57 -2 -0.7%
RCA
380
Ranch Capital Advisors
Florida
$8K – – –
CA
381
Clearstead Advisors
Ohio
$8K +$8K +252 New
LTI
382
Laffer Tengler Investments
Tennessee
$7.5K +$7.5K +250 New
CIAS
383
Capital Investment Advisory Services
North Carolina
$6K -$2.4K -80 -29%
HFS
384
Hantz Financial Services
Michigan
$6K – – –
ACA
385
Aptus Capital Advisors
Alabama
$5K – – –
WCG
386
Weaver Consulting Group
California
$5K – – –
HCM
387
Horrell Capital Management
Arkansas
$5K – – –
APC
388
Aspire Private Capital
North Carolina
$4K – – –
FMP
389
Financial Management Professionals
Texas
$4K +$1.49K +44 +59%
ADL
390
Asset Dedication LLC
California
$3K – – –
RCA
391
Rowland Carmichael Advisors
Arizona
$3K – – –
TFGT
392
TS Financial Group (TSFG)
Illinois
$3K – – –
CFN
393
Cordasco Financial Network
Florida
$3K +$3K +100 New
SWA
394
Sutton Wealth Advisors
Florida
$2.4K -$900 -30 -27%
CAAS
395
Capital Asset Advisory Services
Michigan
$2K -$2.93K -88 -59%
DCM
396
Davis Capital Management
Florida
$2K – – –
AF
397
Allworth Financial
California
$2K – – –
TFA
398
Transamerica Financial Advisors
Florida
$2K +$2K +54 New
KFS
399
Kelly Financial Services
Massachusetts
$1.09K – – –
IFAM
400
Institutional & Family Asset Management
Colorado
$1K -$51.5K -1,648 -98%
14 15
16
17 18