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Schwab US TIPS ETF
SCHP

Overview Fund Activity

396 hedge funds and large institutions have $6.63B invested in Schwab US TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 40 closing their positions.

Holders
396
Holders Change
+17
Holders Change %
+4.49%
% of All Funds
8.75%
Holding in Top 10
46
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+43.75%
% of All Funds
1.02%
New
63
Increased
129
Reduced
149
Closed
40
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$431K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.2M
2
Bank of America
2
Bank of America
North Carolina
$581M
3
RBA
3
Richard Bernstein Advisors
New York
$409M
4
MFM
4
MD Financial Management
Ontario, Canada
$99.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.52B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$268M
3
UCFA
3
United Capital Financial Advisors
Texas
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$73.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$544M
Name Market Value Shares Shares
Change 		Shares
Change %
LFS
26
Lutz Financial Services
Nebraska
$22.9M 398,016 +91,351 +30%
Wealthfront Advisers
27
Wealthfront Advisers
California
$20.2M 350,894 -127,765 -27%
MIM
28
Morningstar Investment Management
Illinois
$19.6M 341,069 +9,412 +3%
FM
29
Foster & Motley
Ohio
$18.9M 328,936 -6,986 -2%
WCWM
30
Wooster Corthell Wealth Management
Connecticut
$18.8M 326,207 +326,207 New
GC
31
Gilbert & Cook
Iowa
$18.6M 323,340 +23,878 +8%
PAG
32
Pinnacle Advisory Group
Maryland
$17.7M 308,303 -2,644 -0.9%
AA
33
Alesco Advisors
New York
$16.8M 291,391 +234,676 +414%
LPL Financial
34
LPL Financial
California
$16.7M 291,223 +38,623 +15%
FI
35
FormulaFolio Investments
Michigan
$15.1M 261,921 +138,516 +112%
BWA
36
Burt Wealth Advisors
Maryland
$14.7M 255,867 +3,482 +1%
APCM
37
Alaska Permanent Capital Management
Alaska
$14.3M 248,395 -17,935 -7%
FWM
38
Focused Wealth Management
New York
$14.1M 245,386 +245,386 New
MFGP
39
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.1M 245,277 -4,386 -2%
AssetMark Inc
40
AssetMark Inc
California
$13.5M 234,704 +228 +0.1%
MAM
41
Marotta Asset Management
Virginia
$13.2M 228,209 -25,689 -10%
BCI
42
Brinker Capital Investments
Pennsylvania
$12.5M 217,376 -6,070 -3%
JIP
43
JBJ Investment Partners
South Carolina
$12M 208,291 -37,897 -15%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.4M 197,731 -20,397 -9%
SIS
45
SVB Investment Services
Utah
$10.5M 183,093 +34,675 +23%
UCFA
46
United Capital Financial Advisors
Texas
$10.4M 180,612 -1,807,860 -91%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$10.3M 178,247 +39,377 +28%
HCM
48
Horan Capital Management
Maryland
$9.23M 160,557 -39,902 -20%
SFPM
49
Sensible Financial Planning & Management
Massachusetts
$9.1M 158,232 +3,868 +3%
William Blair & Company
50
William Blair & Company
Illinois
$9.1M 158,214 +125,095 +378%
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