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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.

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
1
Charles Schwab Investment Advisory
California
$5.57B
2
Franklin Resources
2
Franklin Resources
California
$223M
3
M&T Bank
3
M&T Bank
New York
$48.8M
4
NA
4
NextCapital Advisers
Illinois
$136M
5
Charles Schwab
5
Charles Schwab
California
$86.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$194M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.18M
3
Jane Street
3
Jane Street
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$347M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$39.4M +$31.9M +1,027,694 +424%
LFS
27
Lutz Financial Services
Nebraska
$36.5M +$4.22M +136,058 +13%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$32.3M +$1.23M +39,474 +4%
BWA
29
BlueSky Wealth Advisors
North Carolina
$31.3M +$1.48M +47,642 +5%
BOPW
30
Brandywine Oak Private Wealth
Pennsylvania
$29.3M +$1.98M +63,676 +7%
FWM
31
Focused Wealth Management
New York
$28.5M +$1.52M +48,838 +6%
LPL Financial
32
LPL Financial
California
$27.5M +$110K +3,534 +0.4%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$26.5M +$462K +14,888 +2%
Creative Planning
34
Creative Planning
Kansas
$26.2M +$24M +772,498 +1,086%
FM
35
Foster & Motley
Ohio
$25.5M +$3.99M +128,582 +19%
Wealthfront Advisers
36
Wealthfront Advisers
California
$24.3M +$165K +5,308 +0.7%
WCWM
37
Wooster Corthell Wealth Management
Connecticut
$23.7M +$1.64M +52,802 +7%
FI
38
FormulaFolio Investments
Michigan
$22.5M +$1.7M +54,822 +8%
QAM
39
QCI Asset Management
New York
$21.3M +$883K +28,462 +4%
WCM
40
Wealthcare Capital Management
Virginia
$20.9M +$405K +13,056 +2%
KLC
41
Knowledge Leaders Capital
Colorado
$20.5M +$267K +8,594 +1%
GC
42
Gilbert & Cook
Iowa
$20.4M -$118K -3,808 -0.6%
PAG
43
Pinnacle Advisory Group
Maryland
$20.1M +$368K +11,848 +2%
Morgan Stanley
44
Morgan Stanley
New York
$18.3M -$254K -8,182 -1%
Osaic Holdings
45
Osaic Holdings
Arizona
$18.3M +$1.39M +44,816 +8%
CST
46
Charles Schwab Trust
Nevada
$18.1M -$5.85M -188,312 -24%
SFG
47
Sage Financial Group
Pennsylvania
$17.6M +$17.6M +567,930 New
MIM
48
Morningstar Investment Management
Illinois
$17.4M -$11.4M -366,186 -39%
DWP
49
Destiny Wealth Partners
Florida
$17.4M +$17.4M +559,654 New
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17M +$1.91M +61,474 +13%
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