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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 %
HI
401
Human Investing
Oregon
$255K – – –
JSL
402
JT Stratford LLC
Georgia
$250K +$250K +8,172 New
WP
403
WealthSource Partners
California
$249K +$7.09K +232 +3%
TC
404
TownSquare Capital
Utah
$243K +$11.2K +368 +5%
PFBT
405
Parkside Financial Bank & Trust
Missouri
$243K +$72.8K +2,376 +43%
Mirae Asset Global Investments
406
Mirae Asset Global Investments
South Korea
$241K -$474K -15,502 -66%
IC
407
Innealta Capital
Texas
$241K +$241K +7,882 New
KPWS
408
Kestra Private Wealth Services
Texas
$238K -$473K -15,492 -67%
CFS
409
CRA Financial Services
New Jersey
$237K -$10.8K -354 -4%
LA
410
Latitude Advisors
Florida
$237K +$17.5K +572 +8%
SL
411
SWMG LLC
Texas
$236K +$4.16K +136 +2%
NFG
412
Next Financial Group
Texas
$233K +$13K +424 +6%
PA
413
PFG Advisors
Arizona
$232K +$232K +7,594 New
ARIS
414
Advanced Research Investment Solutions
California
$230K +$230K +7,520 New
GWM
415
Gray Wealth Management
Maine
$226K -$14.9K -488 -6%
HCM
416
Hutchinson Capital Management
California
$225K – – –
SFS
417
Summit Financial Strategies
Ohio
$221K +$221K +7,242 New
UFA
418
US Financial Advisors
Massachusetts
$220K +$7.63K +250 +4%
FIA
419
Foundations Investment Advisors
Arizona
$220K +$220K +7,214 New
STB
420
S&T Bank
Pennsylvania
$219K – – –
HPM
421
Hudson Portfolio Management
New York
$212K +$212K +6,962 New
WIA
422
World Investment Advisors
California
$210K +$6.77K +218 +3%
BCA
423
Bay Colony Advisors
Massachusetts
$209K +$209K +6,828 New
MAS
424
Managed Account Services
Florida
$203K -$24.9K -814 -11%
SF
425
Synovus Financial
Georgia
$203K – – –
15 16
17
18 19