SCHP icon

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 %
SPI
426
Santori & Peters Inc
Pennsylvania
$201K -$30.5K -1,000 -13%
KCM
427
Kanawha Capital Management
Virginia
$200K +$200K +6,552 New
LFG
428
Larson Financial Group
Missouri
$198K -$13.7K -448 -6%
TPCW
429
TD Private Client Wealth
New York
$189K +$189K +6,170 New
IAS
430
IMA Advisory Services
Colorado
$187K +$1.16K +38 +0.6%
AL
431
ADE LLC
Maryland
$181K – – –
MAM
432
Meeder Asset Management
Ohio
$179K +$179K +5,848 New
CWA
433
Clearview Wealth Advisors
Oregon
$152K +$152K +4,956 New
PFGIA
434
Patriot Financial Group Insurance Agency
Massachusetts
$149K +$60.5K +1,982 +68%
HDIM
435
Hanson & Doremus Investment Management
Vermont
$133K +$112K +3,656 +538%
GWM
436
Geneos Wealth Management
Colorado
$132K – – –
QCG
437
Quadrant Capital Group
Ohio
$129K +$10.1K +332 +9%
SL
438
Savior LLC
Massachusetts
$120K -$21.8K -710 -15%
PO
439
Private Ocean
California
$120K -$61 -2 -0.1%
CWM
440
Cedar Wealth Management
California
$118K +$47.8K +1,566 +68%
AIC
441
Ameritas Investment Company
Nebraska
$115K +$115K +3,758 New
ICM
442
Islay Capital Management
Texas
$114K +$3.9K +128 +4%
TFA
443
Toth Financial Advisory
Virginia
$112K -$23K -756 -17%
FCA
444
FinTrust Capital Advisors
South Carolina
$111K +$4.89K +160 +5%
EVM
445
Eaton Vance Management
Massachusetts
$110K +$110K +3,614 New
AA
446
AlphaCentric Advisors
Puerto Rico
$89K +$9.37K +306 +12%
FRA
447
Front Row Advisors
California
$87K – – –
Simplex Trading
448
Simplex Trading
Illinois
$82K -$37.3K -1,224 -31%
TC
449
Truvestments Capital
Florida
$81K – – –
BW
450
Bison Wealth
Georgia
$79K +$15.6K +508 +25%
16 17
18
19 20