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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 %
HFA
451
Hoover Financial Advisors
Pennsylvania
$77K – – –
ADL
452
Asset Dedication LLC
California
$77K +$53.9K +1,760 +234%
IA
453
IFP Advisors
Florida
$76K -$239K -7,922 -76%
BA
454
Ballast Advisors
Minnesota
$76K +$11K +358 +17%
CIAS
455
Capital Investment Advisory Services
North Carolina
$76K +$50.8K +1,670 +201%
HI
456
Hudock Inc
Pennsylvania
$75K -$29.2K -962 -28%
RMA
457
Roffman Miller Associates
Pennsylvania
$72K +$72K +143,084 New
SBL
458
Sargent Bickham Lagudis
Colorado
$68K -$12.9K -422 -16%
VFA
459
Valeo Financial Advisors
Indiana
$62K – – –
HS
460
Horan Securities
United States
$59K – – –
BBPWM
461
Blue Bell Private Wealth Management
Pennsylvania
$59K +$245 +8 +0.4%
AWA
462
Arkadios Wealth Advisors
Georgia
$56K – – –
RIM
463
Rockbridge Investment Management
New York
$54K +$6.1K +200 +13%
HR
464
Howe & Rusling
New York
$52K -$156K -5,084 -75%
BCM
465
Blume Capital Management
California
$49K +$49K +1,600 New
SQA
466
Simon Quick Advisors
New Jersey
$48K – – –
BFC
467
Bedel Financial Consulting
Indiana
$46K +$556 +18 +1%
CAC
468
Certified Advisory Corp
Florida
$46K +$46K +1,502 New
SIS
469
Sound Income Strategies
Florida
$45K +$45K +1,472 New
WFA
470
West Financial Advisors
Iowa
$42K – – –
CCP
471
Clarkston Capital Partners
Michigan
$40K -$799 -26 -2%
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
RFA
473
Reilly Financial Advisors
California
$38K – – –
RPCA
474
Running Point Capital Advisors
California
$37K +$12.3K +400 +50%
GEA
475
Glen Eagle Advisors
New Jersey
$36.9K – – –
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