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Schwab US TIPS ETF
SCHP

Overview Fund Activity

488 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 221 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+59
Holders Change %
+13.75%
% of All Funds
8.66%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.03%
New
97
Increased
221
Reduced
105
Closed
33
Calls
$248K
Puts
$1.52M
Net Calls
-$1.27M
Net Calls Change
+$63K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.57B
2
Franklin Resources
2
Franklin Resources
California
$223M
3
M&T Bank
3
M&T Bank
New York
$48.8M
4
NA
4
NextCapital Advisers
Illinois
$136M
5
Charles Schwab
5
Charles Schwab
California
$86.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$194M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.18M
3
Jane Street
3
Jane Street
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$347M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFA
376
US Financial Advisors
Massachusetts
$216K +$216K +6,958 New
LFG
377
Larson Financial Group
Missouri
$215K -$30.3K -976 -12%
HR
378
Howe & Rusling
New York
$211K +$211K +6,784 New
SF
379
Synovus Financial
Georgia
$206K -$31.9K -1,026 -13%
FGAM
380
Financial Gravity Asset Management
Texas
$206K +$206K +6,642 New
HWMG
381
Hurlow Wealth Management Group
Indiana
$205K -$84.4K -2,720 -29%
OCM
382
One Capital Management
California
$204K -$3.1K -100 -1%
FWM
383
Frontier Wealth Management
Missouri
$203K -$22.2K -716 -10%
WIA
384
World Investment Advisors
California
$203K +$203K +6,546 New
IAS
385
IMA Advisory Services
Colorado
$188K +$495 +16 +0.3%
AL
386
ADE LLC
Maryland
$184K +$184K +5,934 New
CFD
387
Creative Financial Designs
Indiana
$177K +$54.5K +1,754 +44%
PFBT
388
Parkside Financial Bank & Trust
Missouri
$173K – – –
Citigroup
389
Citigroup
New York
$145K +$11.9K +384 +9%
SL
390
Savior LLC
Massachusetts
$144K +$82.7K +2,656 +135%
TFA
391
Toth Financial Advisory
Virginia
$138K +$9.28K +298 +7%
GWM
392
Geneos Wealth Management
Colorado
$131K +$66.3K +2,172 +102%
SFS
393
Sowell Financial Services
Arkansas
$124K +$17.2K +552 +16%
PO
394
Private Ocean
California
$122K +$186 +6 +0.2%
Simplex Trading
395
Simplex Trading
Illinois
$121K +$26.6K +862 +28%
QCG
396
Quadrant Capital Group
Ohio
$121K +$121K +3,894 New
D
397
Diversified
Delaware
$113K +$113K +3,678 New
ICM
398
Islay Capital Management
Texas
$112K – – –
FCA
399
FinTrust Capital Advisors
South Carolina
$108K – – –
HI
400
Hudock Inc
Pennsylvania
$106K +$803 +26 +0.8%
14 15
16
17 18