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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BOPW
26
Brandywine Oak Private Wealth
Pennsylvania
$41.3M 1,349,112 +403,794 +43%
LFS
27
Lutz Financial Services
Nebraska
$39.6M 1,294,258 +117,432 +10%
NC
28
NinePointTwo Capital
California
$39.5M 1,292,364 -64,800 -5%
AA
29
Advisory Alpha
Michigan
$34.3M 1,120,974 +1,120,974 New
FWM
30
Focused Wealth Management
New York
$33.5M 1,096,432 +177,598 +19%
BWA
31
BlueSky Wealth Advisors
North Carolina
$32.4M 1,059,852 +52,484 +5%
MAM
32
Madison Asset Management
Wisconsin
$29.6M 967,046 -676,194 -41%
Creative Planning
33
Creative Planning
Kansas
$28.2M 923,406 +79,764 +9%
Osaic Holdings
34
Osaic Holdings
Arizona
$28.2M 921,492 +333,520 +57%
FM
35
Foster & Motley
Ohio
$27.8M 908,228 +85,896 +10%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$26.8M 876,478 +22,362 +3%
LPL Financial
37
LPL Financial
California
$26.2M 857,932 -28,422 -3%
UBV
38
United Bank (Virginia)
Virginia
$25.7M 841,326 +841,326 New
WCWM
39
Wooster Corthell Wealth Management
Connecticut
$24.9M 813,664 +51,572 +7%
MIM
40
Morningstar Investment Management
Illinois
$22M 718,394 +157,420 +28%
QAM
41
QCI Asset Management
New York
$22M 718,152 +31,688 +5%
Wealthfront Advisers
42
Wealthfront Advisers
California
$21.9M 715,696 -65,982 -8%
GC
43
Gilbert & Cook
Iowa
$21.8M 712,976 +54,836 +8%
WCM
44
Wealthcare Capital Management
Virginia
$20.7M 675,662 +1,918 +0.3%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.4M 667,346 +121,010 +22%
KLC
46
Knowledge Leaders Capital
Colorado
$20.2M 659,914 -1,498 -0.2%
GFG
47
Greystone Financial Group
Michigan
$19.5M 626,736 +310,280 +98%
SFG
48
Sage Financial Group
Pennsylvania
$19.1M 623,736 +55,806 +10%
CST
49
Charles Schwab Trust
Nevada
$19M 620,750 +39,022 +7%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$17.7M 577,622 +42,774 +8%
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