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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.

New
Increased
Maintained
Reduced
Closed
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 %
KA
501
Kovack Advisors
Florida
– -$376K -12,190 Closed
SCM
502
Southport Capital Management
Tennessee
– -$358K -11,628 Closed
OPS
503
Orion Portfolio Solutions
Nebraska
– -$264K -8,556 Closed
HAS
504
HBW Advisory Services
California
– -$219K -7,118 Closed
Wolverine Trading
505
Wolverine Trading
Illinois
– -$211K -6,836 Closed
CAM
506
Cresset Asset Management
Illinois
– -$202K -6,554 Closed
AIP
507
Ameritas Investment Partners
Nebraska
– -$85K -2,762 Closed
JWA
508
JFS Wealth Advisors
Pennsylvania
– -$68K -2,200 Closed
RAM
509
Riggs Asset Management
Pennsylvania
– -$32K -1,112 Closed
CSPIA
510
Cary Street Partners Investment Advisory
Virginia
– -$25K -800 Closed
Bessemer Group
511
Bessemer Group
New Jersey
– -$21K -686 Closed
NNP
512
Nachman Norwood & Parrott
South Carolina
– -$20K -650 Closed
LTI
513
Laffer Tengler Investments
Tennessee
– -$7.7K -250 Closed
ACA
514
Aptus Capital Advisors
Alabama
– -$5K -174 Closed
WCG
515
Weaver Consulting Group
California
– -$5K -150 Closed
FFA
516
Founders Financial Alliance
North Carolina
– -$4K -138 Closed
HWA
517
HHM Wealth Advisors
Tennessee
– -$4K -128 Closed
ZB
518
Zions Bancorporation
Utah
– -$4K -126 Closed
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
– -$2K -64 Closed
BWL
520
Bogart Wealth LLC
Virginia
– -$1K -42 Closed
VRM
521
Vectors Research Management
New York
– -$1K -36 Closed
HCA
522
Horan Capital Advisors
Ohio
– -$1K -20 Closed
17 18 19 20
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