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Schwab US TIPS ETF
SCHP

Overview Fund Activity

540 hedge funds and large institutions have $13.1B invested in Schwab US TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 258 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+52
Holders Change %
+10.66%
% of All Funds
9.51%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
99
Increased
258
Reduced
114
Closed
41
Calls
$917K
Puts
$911K
Net Calls
+$6K
Net Calls Change
+$1.27M

Top Buyers

1
QCM
1
Quadratic Capital Management
Connecticut
$2.2B
2
CSIA
2
Charles Schwab Investment Advisory
California
$6.2B
3
Ameriprise
3
Ameriprise
Minnesota
$115M
4
Franklin Resources
4
Franklin Resources
California
$266M
5
Stifel Financial
5
Stifel Financial
Missouri
$55.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$314M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.42M
3
FI
3
FormulaFolio Investments
Michigan
$1.52M
4
MAM
4
Madison Asset Management
Wisconsin
$29.6M
5
PAG
5
Pinnacle Advisory Group
Maryland
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
NDSI
376
Newman Dignan & Sheerar Inc
Rhode Island
$314K – – –
CFG
377
Cooper Financial Group
California
$313K +$313K +10,234 New
AWS
378
Arkfeld Wealth Strategies
Nebraska
$312K +$312K +10,200 New
SFA
379
Souders Financial Advisors
Ohio
$311K +$311K +10,178 New
CS
380
Cannell & Spears
New York
$310K -$114K -3,746 -27%
VM
381
VPR Management
Texas
$306K – – –
BWM
382
BCS Wealth Management
Tennessee
$303K +$55.3K +1,808 +22%
CAPTRUST Financial Advisors
383
CAPTRUST Financial Advisors
North Carolina
$302K +$51.9K +1,696 +21%
RPA
384
Rock Point Advisors
Vermont
$295K – – –
Principal Financial Group
385
Principal Financial Group
Iowa
$295K +$295K +9,652 New
HIC
386
Hartline Investment Corp
Illinois
$294K -$8.88K -290 -3%
JHCP
387
Jackson Hole Capital Partners
Oklahoma
$293K +$36.8K +1,204 +14%
CFD
388
Creative Financial Designs
Indiana
$291K +$117K +3,814 +67%
TSS
389
Two Sigma Securities
New York
$287K +$287K +9,398 New
SGCA
390
Steel Grove Capital Advisors
Tennessee
$285K – – –
CAI
391
Capital Advisors Inc
Oklahoma
$284K +$284K +9,292 New
FANJ
392
Financial Architects (New Jersey)
New Jersey
$282K +$9.18K +300 +3%
HAS
393
HBW Advisory Services
California
$276K +$276K +9,016 New
Invesco
394
Invesco
Georgia
$273K -$147K -4,794 -35%
BFG
395
Berger Financial Group
Minnesota
$271K -$1.84M -60,286 -87%
OPA
396
Old Port Advisors
Maine
$271K – – –
ICG
397
InterOcean Capital Group
Tennessee
$266K +$266K +8,704 New
TCM
398
Tradewinds Capital Management
Washington
$263K -$2.87M -93,916 -92%
TNB
399
TCF National Bank
South Dakota
$263K +$39.4K +1,288 +18%
FMC
400
First Merchants Corp
Indiana
$257K – – –
14 15
16
17 18