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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 %
S
501
SignatureFD
Georgia
$17K +$17K +558 New
HPC
502
HM Payson & Co
Maine
$16K +$16K +522 New
CP
503
Corbenic Partners
Pennsylvania
$16K +$16K +532 New
MF
504
Manchester Financial
California
$13K +$13K +436 New
OAJ
505
Ogorek Anthony Joseph
New York
$12K +$12K +400 New
CAAS
506
Capital Asset Advisory Services
Michigan
$11K – – –
APWA
507
Atlas Private Wealth Advisors
New Jersey
$11K – – –
CA
508
Clearstead Advisors
Ohio
$10K +$2.46K +82 +33%
FMP
509
Financial Management Professionals
Texas
$10K +$6.12K +192 +157%
OIA
510
Optimum Investment Advisors
Illinois
$9K – – –
JCM
511
Jacobi Capital Management
Pennsylvania
$9K – – –
DI
512
Disciplined Investments
Oklahoma
$9K – – –
CWA
513
Core Wealth Advisors
Florida
$8K – – –
RCA
514
Ranch Capital Advisors
Florida
$8K – – –
WWM
515
Wolff Wiese Magana
California
$8K +$8K +276 New
LS
516
Leelyn Smith
Illinois
$7K +$58 +2 +0.8%
HFS
517
Hantz Financial Services
Michigan
$7K +$1.05K +34 +18%
LWA
518
Lenox Wealth Advisors
New York
$7K +$6.55K +202 +1,443%
SCA
519
Stonebridge Capital Advisors
Minnesota
$7K +$7K +230 New
MFT
520
Moisand Fitzgerald Tamayo
Florida
$6K -$24.3K -754 -80%
FCFS
521
First Command Financial Services
Texas
$6K +$6K +188 New
FCB
522
First Command Bank
Texas
$6K +$6K +188 New
FFA
523
Founders Financial Alliance
North Carolina
$6K +$6K +204 New
HCM
524
Horrell Capital Management
Arkansas
$5K – – –
FF
525
FourThought Financial
Florida
$4K +$1.58K +60 +65%
19 20
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