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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 %
CFB
526
Cullen/Frost Bankers
Texas
$4K +$4K +116 New
APWM
527
Atlas Private Wealth Management
New York
$4K +$4K +142 New
BFG
528
Baron Financial Group
New Jersey
$3.61K -$3.55K -116 -50%
BCWM
529
Bartlett & Co Wealth Management
Ohio
$3.18K – – –
KFS
530
Kelly Financial Services
Massachusetts
$3.08K +$1.97K +64 +178%
BC
531
Bartlett & Co
Ohio
$3K – – –
CFN
532
Cordasco Financial Network
Florida
$3K – – –
TFGT
533
TS Financial Group (TSFG)
Illinois
$3K – – –
BWL
534
Bogart Wealth LLC
Virginia
$3K +$3K +100 New
SWA
535
Sutton Wealth Advisors
Florida
$2.45K – – –
TCWA
536
Ten Capital Wealth Advisors
Washington
$2K +$2K +98 New
HFS
537
HBC Financial Services
Washington
$1.42K – – –
LAS
538
Lloyd Advisory Services
Georgia
$1K -$72.8K -1,894 -99%
APC
539
Aspire Private Capital
North Carolina
$1K -$3.23K -84 -76%
FGAM
540
Financial Gravity Asset Management
Texas
$444 -$2 -28 -0.4%
SS
541
Simplicity Solutions
Minnesota
– -$14.9M -479,384 Closed
PI
542
PFS Investments
Georgia
– -$8.75M -284,034 Closed
DWM
543
Darwin Wealth Management
Florida
– -$6.32M -203,512 Closed
SWG
544
Summit Wealth Group
Vermont
– -$3.56M -114,684 Closed
CA
545
Cambridge Associates
Massachusetts
– -$2.74M -88,332 Closed
ECA
546
Elevated Capital Advisors
Utah
– -$2.04M -65,694 Closed
AIA
547
Arrow Investment Advisors
Maryland
– -$1.73M -55,596 Closed
AWA
548
Aaron Wealth Advisors
Illinois
– -$1.64M -52,794 Closed
IWC
549
Integrated Wealth Concepts
Massachusetts
– -$1.43M -46,154 Closed
KCPG
550
Kavar Capital Partners Group
Kansas
– -$890K -28,674 Closed
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