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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 %
FNBOH
551
First National Bank of Hutchinson
Kansas
– -$767K -24,650 Closed
SL
552
Systelligence LLC
Minnesota
– -$752K -24,212 Closed
CAL
553
Capital Analysts LLC
Pennsylvania
– -$468K -15,076 Closed
FIM
554
Freedom Investment Management
Connecticut
– -$431K -13,878 Closed
LWM
555
Laidlaw Wealth Management
New York
– -$407K -13,100 Closed
FHC
556
First Heartland Consultants
Missouri
– -$346K -11,136 Closed
PG
557
Prostatis Group
Maryland
– -$278K -8,954 Closed
FA
558
Fiducient Advisors
Illinois
– -$267K -8,596 Closed
RWM
559
Ritholtz Wealth Management
New York
– -$256K -8,250 Closed
CC
560
Cedar Capital
Illinois
– -$254K -8,168 Closed
CWS
561
Cypress Wealth Services
California
– -$253K -8,140 Closed
CMO
562
Covenant Multifamily Offices
Texas
– -$248K -7,990 Closed
HWMG
563
Hurlow Wealth Management Group
Indiana
– -$205K -6,606 Closed
OCM
564
One Capital Management
California
– -$204K -6,580 Closed
FWM
565
Frontier Wealth Management
Missouri
– -$203K -6,542 Closed
ICP
566
Interchange Capital Partners
Pennsylvania
– -$90K -2,906 Closed
MA
567
MUFG Americas
New York
– -$59K -1,906 Closed
SFG
568
Sowa Financial Group
Rhode Island
– -$57K -1,824 Closed
CDIA
569
Capital Directions Investment Advisors
Georgia
– -$49K -1,564 Closed
BWM
570
BerganKDV Wealth Management
Minnesota
– -$35K -1,112 Closed
SNT
571
Security National Trust
West Virginia
– -$26K -826 Closed
VCG
572
Vantage Consulting Group
Virginia
– -$25K -824 Closed
SIM
573
Sonora Investment Management
Arizona
– -$9K -298 Closed
TWM
574
Tradition Wealth Management
Minnesota
– -$3K -108 Closed
SIAG
575
Safeguard Investment Advisory Group
California
– -$3K -104 Closed
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