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Schwab US TIPS ETF
SCHP

Overview Fund Activity

379 hedge funds and large institutions have $7.02B invested in Schwab US TIPS ETF in 2019 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 33 closing their positions.

Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
7.48%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.63%
New
82
Increased
168
Reduced
90
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.71B
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$630M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$168M
4
RJA
4
Raymond James & Associates
Florida
$12.5M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$13.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$422M
2
UBS AM
2
UBS AM
Illinois
$0
3
MFM
3
MD Financial Management
Ontario, Canada
$68.1M
4
Bank of America
4
Bank of America
North Carolina
$521M
5
AWA
5
Alaska Wealth Advisors
Alaska
$7.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
51
BFSG LLC
California
$8.81M +$282K +9,974 +3%
SFPM
52
Sensible Financial Planning & Management
Massachusetts
$8.74M +$1.99M +70,364 +30%
PFM
53
Peak Financial Management
Massachusetts
$8.47M +$214K +7,554 +3%
SIS
54
SVB Investment Services
Utah
$8.41M +$8.41M +296,836 New
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$8.36M +$675K +23,832 +9%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$8.3M +$786K +27,772 +10%
MTC
57
Matrix Trust Company
Colorado
$8.16M -$265K -9,370 -3%
KBFS
58
Kohmann Bosshard Financial Services
Ohio
$8.11M +$12.4K +438 +0.2%
HighTower Advisors
59
HighTower Advisors
Illinois
$7.92M +$244K +8,624 +3%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$7.86M -$381K -13,444 -5%
PI
61
PFS Investments
Georgia
$7.74M +$77.5K +2,736 +1%
AMG
62
Asset Management Group
Connecticut
$7.73M +$2.62M +92,700 +51%
BWA
63
BlueSky Wealth Advisors
North Carolina
$7.72M +$218K +7,678 +3%
AWA
64
Alaska Wealth Advisors
Alaska
$7.56M -$7.48M -264,230 -50%
KLC
65
Knowledge Leaders Capital
Colorado
$7.46M +$7.46M +263,578 New
FI
66
FormulaFolio Investments
Michigan
$6.99M +$6.57M +231,940 +1,560%
FLA
67
Financial Life Advisors
Texas
$6.92M +$104K +3,656 +2%
CMO
68
Covenant Multifamily Offices
Texas
$6.6M +$5.72M +259,238 +645%
LF
69
Lee Financial
Texas
$6.45M -$146K -5,160 -2%
AWM
70
Avior Wealth Management
Nebraska
$6.14M +$819K +28,924 +15%
SWM
71
SeaCrest Wealth Management
New York
$6.11M +$345K +12,178 +6%
WAM
72
Wealthspire Advisors (Maryland)
Maryland
$6.02M -$664K -23,460 -10%
CST
73
Charles Schwab Trust
Nevada
$5.92M +$987K +34,860 +20%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$5.88M +$244K +8,622 +4%
MML Investors Services
75
MML Investors Services
Massachusetts
$5.54M +$1.18M +41,562 +27%
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