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Schwab US TIPS ETF
SCHP

Overview Fund Activity

411 hedge funds and large institutions have $8.2B invested in Schwab US TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 162 increasing their positions, 119 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+15
Holders Change %
+3.79%
% of All Funds
8.45%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.88%
New
65
Increased
162
Reduced
119
Closed
46
Calls
$228K
Puts
$439K
Net Calls
-$211K
Net Calls Change
-$642K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.94B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$338M
3
TCM
Tradewinds Capital Management
Washington
$29.2M
4
UBS Group
UBS Group
Switzerland
$314M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$24.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$96.5M
2
RBA
Richard Bernstein Advisors
New York
$107K
3
VOYA Investment Management
VOYA Investment Management
Georgia
$366M
4
Ameriprise
Ameriprise
Minnesota
$24.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
426
Maryland Capital Management
Maryland
– -$285K -9,902 Closed
LFA
427
Landmark Financial Advisors
Kentucky
– -$291K -9,818 Closed
GG
428
GenWealth Group
New Jersey
– -$265K -9,216 Closed
EK
429
Evensky & Katz
Florida
– -$252K -8,776 Closed
IAA
430
Independent Advisor Alliance
North Carolina
– -$215K -7,462 Closed
FCA
431
FLC Capital Advisors
California
– -$216K -7,396 Closed
STB
432
S&T Bank
Pennsylvania
– -$206K -7,168 Closed
Mercer Global Advisors
433
Mercer Global Advisors
Colorado
– -$204K -7,098 Closed
FGAM
434
Financial Gravity Asset Management
Texas
– -$4.59K -6,462 Closed
HR
435
Howe & Rusling
New York
– -$94K -3,284 Closed
AIC
436
Ameritas Investment Company
Nebraska
– -$72K -2,500 Closed
IA
437
Independence Advisors
Pennsylvania
– -$62K -2,158 Closed
SSB
438
Sandy Spring Bank
Maryland
– -$50K -1,726 Closed
PCM
439
Penserra Capital Management
California
– -$47K -1,620 Closed
S
440
SignatureFD
Georgia
– -$18K -636 Closed
SIAS
441
Shine Investment Advisory Services
Colorado
– -$14K -486 Closed
FWM
442
Filbrandt Wealth Management
Wisconsin
– -$12K -410 Closed
CAGAS
443
Capital Advisory Group Advisory Services
Minnesota
– -$12K -402 Closed
CFA
444
Carroll Financial Associates
North Carolina
– -$11K -386 Closed
MAM
445
Meeder Asset Management
Ohio
– -$8K -270 Closed
CAN
446
Claraphi Advisory Network
United States
– -$4K -150 Closed
GSWM
447
Golden State Wealth Management
California
– -$3K -118 Closed
EWM
448
EPG Wealth Management
Georgia
– -$2K -58 Closed
TF
449
Tompkins Financial
New York
– -$1K -52 Closed
GTAM
450
Global Trust Asset Management
Florida
– -$1K -40 Closed
15 16 17
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