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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
CDIA
376
Capital Directions Investment Advisors
Georgia
$12K – – –
CL
377
Cabana LLC
Arkansas
$11K +$10.8K +366 New
DI
378
Disciplined Investments
Oklahoma
$8K -$7.35K -248 -47%
FHA
379
Flagship Harbor Advisors
Massachusetts
$8K -$59 -2 -0.7%
RCA
380
Ranch Capital Advisors
Florida
$8K – – –
CA
381
Clearstead Advisors
Ohio
$8K +$7.46K +252 New
LTI
382
Laffer Tengler Investments
Tennessee
$7.5K +$7.41K +250 New
CIAS
383
Capital Investment Advisory Services
North Carolina
$6K -$2.37K -80 -29%
HFS
384
Hantz Financial Services
Michigan
$6K – – –
ACA
385
Aptus Capital Advisors
Alabama
$5K – – –
HCM
386
Horrell Capital Management
Arkansas
$5K – – –
WCG
387
Weaver Consulting Group
California
$5K – – –
APC
388
Aspire Private Capital
North Carolina
$4K – – –
FMP
389
Financial Management Professionals
Texas
$4K +$1.3K +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 +$2.96K +100 New
SWA
394
Sutton Wealth Advisors
Florida
$2.4K -$889 -30 -27%
CAAS
395
Capital Asset Advisory Services
Michigan
$2K -$2.61K -88 -59%
AF
396
Allworth Financial
California
$2K – – –
DCM
397
Davis Capital Management
Florida
$2K – – –
TFA
398
Transamerica Financial Advisors
Florida
$2K +$1.6K +54 New
KFS
399
Kelly Financial Services
Massachusetts
$1.09K – – –
IFAM
400
Institutional & Family Asset Management
Colorado
$1K -$48.8K -1,648 -98%
14 15
16
17 18

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.