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Schwab US TIPS ETF
SCHP

Overview Fund Activity

379 hedge funds and large institutions have $7.02B invested in Schwab US TIPS ETF in 2019 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 33 closing their positions.

Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
7.48%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.63%
New
82
Increased
168
Reduced
90
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.71B
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$630M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$168M
4
RJA
4
Raymond James & Associates
Florida
$12.5M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$13.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$422M
2
UBS AM
2
UBS AM
Illinois
$0
3
MFM
3
MD Financial Management
Ontario, Canada
$68.1M
4
Bank of America
4
Bank of America
North Carolina
$521M
5
AWA
5
Alaska Wealth Advisors
Alaska
$7.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
26
Morningstar Investment Management
Illinois
$18.8M +$3.56M +125,602 +23%
PAG
27
Pinnacle Advisory Group
Maryland
$17.6M +$368K +12,984 +2%
LFS
28
Lutz Financial Services
Nebraska
$17.4M +$3.84M +135,790 +28%
LA
29
LVW Advisors
New York
$17.2M +$1.35M +47,646 +8%
GC
30
Gilbert & Cook
Iowa
$17M +$754K +26,628 +5%
APCM
31
Alaska Permanent Capital Management
Alaska
$15.1M +$39.6K +1,400 +0.3%
MAM
32
Marotta Asset Management
Virginia
$14.6M +$14.6M +507,796 New
Truist Financial
33
Truist Financial
North Carolina
$14.4M +$8.46M +298,836 +143%
LPL Financial
34
LPL Financial
California
$14.3M -$261K -9,228 -2%
BWA
35
Burt Wealth Advisors
Maryland
$14.3M +$222K +7,828 +2%
MFGP
36
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.1M -$111K -3,908 -0.8%
JIP
37
JBJ Investment Partners
South Carolina
$13.9M +$1.54M +54,432 +12%
CWA
38
Carolina Wealth Advisors
South Carolina
$13.9M +$13.9M +490,302 New
AssetMark Inc
39
AssetMark Inc
California
$13.3M +$778K +27,464 +6%
AIP
40
Almanack Investment Partners
Pennsylvania
$13.2M +$10.9M +385,044 +472%
BCI
41
Brinker Capital Investments
Pennsylvania
$12.7M +$41.9K +1,478 +0.3%
RJA
42
Raymond James & Associates
Florida
$12.5M +$12M +425,310 +2,545%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.4M -$1.05M -37,020 -8%
Morgan Stanley
44
Morgan Stanley
New York
$12.3M +$1.38M +48,750 +13%
AWM
45
AE Wealth Management
Kansas
$11.9M +$3.97M +140,246 +50%
RPG
46
Resource Planning Group
Georgia
$11.4M +$510K +18,014 +5%
HCM
47
Horan Capital Management
Maryland
$11.4M -$432K -15,266 -4%
SS
48
Simplicity Solutions
Minnesota
$10.4M +$3.67M +129,502 +54%
Allianz Asset Management
49
Allianz Asset Management
Germany
$9.05M +$676K +23,856 +8%
PAG
50
Private Advisor Group
New Jersey
$8.81M +$1.33M +46,982 +18%
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