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Schwab US TIPS ETF
SCHP

Overview Fund Activity

396 hedge funds and large institutions have $6.63B invested in Schwab US TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+17
Holders Change %
+4.49%
% of All Funds
8.75%
Holding in Top 10
46
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+43.75%
% of All Funds
1.02%
New
63
Increased
129
Reduced
149
Closed
40
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$431K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$77.2M
2
Bank of America
Bank of America
North Carolina
$581M
3
RBA
Richard Bernstein Advisors
New York
$409M
4
MFM
MD Financial Management
Ontario, Canada
$99.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.52B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$268M
3
UCFA
United Capital Financial Advisors
Texas
$10.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$73.7M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$544M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
401
Reitz Capital Advisors
Michigan
– -$595K -21,002 Closed
JWCA
402
J.W. Cole Advisors
Florida
– -$434K -15,320 Closed
NPT
403
Nixon Peabody Trust
Massachusetts
– -$421K -14,858 Closed
FAM
404
Formidable Asset Management
Ohio
– -$405K -14,198 Closed
ECM
405
Evergreen Capital Management
Washington
– -$345K -12,200 Closed
SFS
406
Strategic Financial Services
New York
– -$344K -12,146 Closed
3AM
407
3D Asset Management
Connecticut
– -$332K -11,710 Closed
1CM
408
1492 Capital Management
Wisconsin
– -$316K -11,156 Closed
WKWM
409
Walter & Keenan Wealth Management
Indiana
– -$301K -10,618 Closed
DP
410
Denver PWM
Colorado
– -$239K -8,396 Closed
NL
411
NWAM LLC
Washington
– -$234K -8,268 Closed
IA
412
IFG Advisory
Georgia
– -$208K -7,366 Closed
CFD
413
Creative Financial Designs
Indiana
– -$80K -2,806 Closed
EP
414
Eudaimonia Partners
Tennessee
– -$70K -2,478 Closed
RMA
415
Roffman Miller Associates
Pennsylvania
– -$65K -2,300 Closed
MA
416
MCF Advisors
Kentucky
– -$51K -1,786 Closed
LWM
417
Lenox Wealth Management
Ohio
– -$45K -1,586 Closed
EWA
418
Evolution Wealth Advisors
Florida
– -$36K -1,270 Closed
BAM
419
Bellevue Asset Management
Washington
– -$33K -1,154 Closed
HPC
420
HM Payson & Co
Maine
– -$20K -700 Closed
GDP
421
Great Diamond Partners
Maine
– -$11K -400 Closed
TRCT
422
Tower Research Capital (TRC)
New York
– -$6K -200 Closed
WQ
423
Wealth Quarterback
New Jersey
– -$1.31K -46 Closed
TFA
424
Transamerica Financial Advisors
Florida
– -$1K -32 Closed
HCA
425
Horan Capital Advisors
Ohio
– -$1K -20 Closed
14 15 16
17
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