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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 %
CFGS
476
Concourse Financial Group Securities
Alabama
$35K -$787K -25,850 -96%
MCM
477
MV Capital Management
Maryland
$35K – – –
HIA
478
Harbor Investment Advisory
Maryland
$33K – – –
IRC
479
Investors Research Corp
Georgia
$33K – – –
GI
480
Gradient Investments
Minnesota
$32K -$1.59K -52 -5%
WWM
481
Wagner Wealth Management
South Carolina
$32K – – –
SWM
482
Selective Wealth Management
Virginia
$31K -$5.12K -170 -14%
VCM
483
Vigilant Capital Management
Maine
$28K -$22.8K -740 -45%
PK
484
Pflug Koory
Nebraska
$28K +$12.3K +396 +79%
ATC
485
Adirondack Trust Company
New York
$28K +$28K +918 New
CIR
486
Clear Investment Research
Georgia
$26K – – –
TCWM
487
Total Clarity Wealth Management
Illinois
$26K +$26K +838 New
SMG
488
Spectrum Management Group
Indiana
$25K – – –
AW
489
Avion Wealth
Texas
$25K – – –
PWM
490
Prentice Wealth Management
New York
$25K +$25K +810 New
BC
491
Belmont Capital
California
$23K +$5.7K +188 +33%
AA
492
Ancora Advisors
Ohio
$22K +$5.13K +168 +30%
Northern Trust
493
Northern Trust
Illinois
$21K +$21K +68,456 New
BWM
494
Baystate Wealth Management
Massachusetts
$20K +$20K +658 New
FFA
495
Freedman Financial Associates
Massachusetts
$19K – – –
AF
496
Allworth Financial
California
$19K +$16.7K +554 +729%
GAM
497
Grandview Asset Management
Pennsylvania
$18K +$18K +580 New
Rockefeller Capital Management
498
Rockefeller Capital Management
New York
$17K -$18.7K -634 -52%
FHA
499
First Horizon Advisors
Tennessee
$17K – – –
KPCM
500
Kings Point Capital Management
New York
$17K +$17K +542 New
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