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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 %
SWM
376
Selective Wealth Management
Virginia
$37K -$40.9K -1,320 -53%
MCM
377
MV Capital Management
Maryland
$35K – – –
HIA
378
Harbor Investment Advisory
Maryland
$34K – – –
GI
379
Gradient Investments
Minnesota
$34K +$1.6K +52 +5%
RAM
380
Riggs Asset Management
Pennsylvania
$32K +$31.7K +1,100 +9,167%
AW
381
Avion Wealth
Texas
$26K – – –
CIAS
382
Capital Investment Advisory Services
North Carolina
$26K +$19.7K +630 +315%
SNT
383
Security National Trust
West Virginia
$25K – – –
CSPIA
384
Cary Street Partners Investment Advisory
Virginia
$25K +$25K +800 New
Bessemer Group
385
Bessemer Group
New Jersey
$21K +$21K +686 New
IRC
386
Investors Research Corp
Georgia
$21K +$21K +694 New
CIR
387
Clear Investment Research
Georgia
$20K – – –
NNP
388
Nachman Norwood & Parrott
South Carolina
$20K +$20K +650 New
FHA
389
First Horizon Advisors
Tennessee
$17K – – –
AA
390
Ancora Advisors
Ohio
$17K +$17K +552 New
PK
391
Pflug Koory
Nebraska
$16K – – –
BFG
392
Baron Financial Group
New Jersey
$15.6K +$15.6K +506 New
LFG
393
LifePlan Financial Group
Ohio
$15K – – –
JCM
394
Jacobi Capital Management
Pennsylvania
$14K – – –
CDIA
395
Capital Directions Investment Advisors
Georgia
$12K – – –
DI
396
Disciplined Investments
Oklahoma
$9K – – –
OIA
397
Optimum Investment Advisors
Illinois
$9K +$9K +282 New
RCA
398
Ranch Capital Advisors
Florida
$8K – – –
CA
399
Clearstead Advisors
Ohio
$8K – – –
FHA
400
Flagship Harbor Advisors
Massachusetts
$8K – – –
14 15
16
17 18