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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 %
CWA
401
Core Wealth Advisors
Florida
$8K +$8K +252 New
LTI
402
Laffer Tengler Investments
Tennessee
$7.7K – – –
LS
403
Leelyn Smith
Illinois
$7K +$7K +222 New
HFS
404
Hantz Financial Services
Michigan
$6K – – –
HCM
405
Horrell Capital Management
Arkansas
$5K – – –
ACA
406
Aptus Capital Advisors
Alabama
$5K – – –
WCG
407
Weaver Consulting Group
California
$5K – – –
APC
408
Aspire Private Capital
North Carolina
$4K -$933 -28 -19%
FMP
409
Financial Management Professionals
Texas
$4K – – –
ZB
410
Zions Bancorporation
Utah
$4K +$4K +126 New
HWA
411
HHM Wealth Advisors
Tennessee
$4K +$4K +128 New
FFA
412
Founders Financial Alliance
North Carolina
$4K +$4K +138 New
RCA
413
Rowland Carmichael Advisors
Arizona
$3K – – –
TFGT
414
TS Financial Group (TSFG)
Illinois
$3K – – –
ADL
415
Asset Dedication LLC
California
$3K – – –
CFN
416
Cordasco Financial Network
Florida
$3K – – –
BA
417
Ballast Advisors
Minnesota
$3K +$3K +110 New
SWA
418
Sutton Wealth Advisors
Florida
$2.47K – – –
AF
419
Allworth Financial
California
$2K – – –
CAAS
420
Capital Asset Advisory Services
Michigan
$2K – – –
TFS
421
TrustCore Financial Services
Tennessee
$2K +$1.85K +48 +1,200%
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +64 New
KFS
423
Kelly Financial Services
Massachusetts
$1.12K – – –
BWL
424
Bogart Wealth LLC
Virginia
$1K – – –
VRM
425
Vectors Research Management
New York
$1K – – –
15 16
17
18 19