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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 %
RFA
426
Reilly Financial Advisors
California
$39K – – –
GEA
427
Glen Eagle Advisors
New Jersey
$37.5K – – –
Rockefeller Capital Management
428
Rockefeller Capital Management
New York
$37K +$183 +6 +0.5%
SWM
429
Selective Wealth Management
Virginia
$37K +$185 +6 +0.5%
MCM
430
MV Capital Management
Maryland
$35K – – –
BWM
431
BerganKDV Wealth Management
Minnesota
$35K +$35K +1,112 New
GI
432
Gradient Investments
Minnesota
$34K – – –
HIA
433
Harbor Investment Advisory
Maryland
$34K – – –
IRC
434
Investors Research Corp
Georgia
$33K +$11.7K +382 +55%
WWM
435
Wagner Wealth Management
South Carolina
$33K +$33K +1,060 New
EP
436
Eudaimonia Partners
Tennessee
$31K +$31K +1,006 New
MFT
437
Moisand Fitzgerald Tamayo
Florida
$29K +$28.5K +924 +5,775%
CIAS
438
Capital Investment Advisory Services
North Carolina
$26K – – –
AW
439
Avion Wealth
Texas
$26K – – –
SNT
440
Security National Trust
West Virginia
$26K – – –
CIR
441
Clear Investment Research
Georgia
$26K +$5.49K +176 +27%
SMG
442
Spectrum Management Group
Indiana
$25K -$201K -6,472 -89%
RPCA
443
Running Point Capital Advisors
California
$25K +$25K +800 New
VCG
444
Vantage Consulting Group
Virginia
$25K +$25K +824 New
ADL
445
Asset Dedication LLC
California
$24K +$21.3K +666 +774%
HDIM
446
Hanson & Doremus Investment Management
Vermont
$21K +$21K +680 New
FFA
447
Freedman Financial Associates
Massachusetts
$19K +$19K +612 New
BC
448
Belmont Capital
California
$18K -$35.4K -1,122 -66%
AA
449
Ancora Advisors
Ohio
$17K – – –
FHA
450
First Horizon Advisors
Tennessee
$17K – – –
16 17
18
19 20