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

Top Sellers

1
UBS Group
UBS Group
Switzerland
$194M
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.18M
3
Jane Street
Jane Street
New York
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$347M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
401
Patriot Financial Group Insurance Agency
Massachusetts
$90K +$7.76K +250 +9%
ICP
402
Interchange Capital Partners
Pennsylvania
$90K +$90K +2,906 New
FRA
403
Front Row Advisors
California
$89K – – –
SBL
404
Sargent Bickham Lagudis
Colorado
$82K +$9.75K +314 +13%
TC
405
Truvestments Capital
Florida
$82K +$82K +2,646 New
AA
406
AlphaCentric Advisors
Puerto Rico
$81K +$2.06K +66 +3%
HFA
407
Hoover Financial Advisors
Pennsylvania
$76K – – –
CWM
408
Cedar Wealth Management
California
$71K +$17.8K +576 +33%
BA
409
Ballast Advisors
Minnesota
$66K +$62.6K +2,012 +1,829%
BW
410
Bison Wealth
Georgia
$64K -$6.18K -200 -9%
VFA
411
Valeo Financial Advisors
Indiana
$63K +$312 +10 +0.5%
LAS
412
Lloyd Advisory Services
Georgia
$60K -$36.9K -1,182 -38%
BBPWM
413
Blue Bell Private Wealth Management
Pennsylvania
$60K – – –
HS
414
Horan Securities
United States
$60K +$60K +1,928 New
MA
415
MUFG Americas
New York
$59K – – –
SFG
416
Sowa Financial Group
Rhode Island
$57K – – –
AWA
417
Arkadios Wealth Advisors
Georgia
$57K +$57K +1,850 New
VCM
418
Vigilant Capital Management
Maine
$51K -$112K -3,618 -69%
RIM
419
Rockbridge Investment Management
New York
$49K – – –
CDIA
420
Capital Directions Investment Advisors
Georgia
$49K +$36.5K +1,164 +291%
SQA
421
Simon Quick Advisors
New Jersey
$49K +$49K +1,590 New
BFC
422
Bedel Financial Consulting
Indiana
$46K +$63 +2 +0.1%
WFA
423
West Financial Advisors
Iowa
$42K +$42K +1,364 New
CCP
424
Clarkston Capital Partners
Michigan
$41K – – –
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
15 16
17
18 19