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Schwab US TIPS ETF
SCHP

Overview Fund Activity

396 hedge funds and large institutions have $6.63B invested in Schwab US TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 40 closing their positions.

Holders
396
Holders Change
+17
Holders Change %
+4.49%
% of All Funds
8.75%
Holding in Top 10
46
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+43.75%
% of All Funds
1.02%
New
63
Increased
129
Reduced
149
Closed
40
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$431K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.2M
2
Bank of America
2
Bank of America
North Carolina
$581M
3
RBA
3
Richard Bernstein Advisors
New York
$409M
4
MFM
4
MD Financial Management
Ontario, Canada
$99.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.52B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$268M
3
UCFA
3
United Capital Financial Advisors
Texas
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$73.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$544M
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
51
Carolina Wealth Advisors
South Carolina
$8.67M 150,664 -94,487 -39%
PFM
52
Peak Financial Management
Massachusetts
$8.6M 149,583 +65 +0%
BL
53
BFSG LLC
California
$8.4M 146,096 -9,381 -6%
Osaic Holdings
54
Osaic Holdings
Arizona
$8.11M 1,199,819 +1,199,819 New
RPG
55
Resource Planning Group
Georgia
$8.08M 140,470 -60,646 -30%
PAG
56
Private Advisor Group
New Jersey
$8.03M 139,573 -15,952 -10%
BWA
57
BlueSky Wealth Advisors
North Carolina
$8M 139,116 +3,231 +2%
CIM
58
Cambria Investment Management
California
$8M 139,067 +90,194 +185%
MTC
59
Matrix Trust Company
Colorado
$7.91M 137,560 -6,458 -4%
CA
60
Corrado Advisors
New Jersey
$7.89M 137,262 +137,262 New
AMG
61
Asset Management Group
Connecticut
$7.63M 132,740 -3,766 -3%
KBFS
62
Kohmann Bosshard Financial Services
Ohio
$7.61M 132,373 -10,774 -8%
KLC
63
Knowledge Leaders Capital
Colorado
$7.51M 130,611 -1,178 -0.9%
HighTower Advisors
64
HighTower Advisors
Illinois
$7.46M 130,076 -9,986 -7%
AWM
65
AE Wealth Management
Kansas
$7.37M 128,144 -81,941 -39%
PI
66
PFS Investments
Georgia
$6.83M 118,667 -18,075 -13%
Truist Financial
67
Truist Financial
North Carolina
$6.8M 118,246 -135,510 -53%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$6.62M 113,127 +9,237 +9%
FLA
69
Financial Life Advisors
Texas
$6.59M 114,518 -7,738 -6%
AWM
70
Avior Wealth Management
Nebraska
$6.46M 112,330 +3,878 +4%
WANY
71
Wealthspire Advisors (New York)
New York
$6.14M 106,743 +106,743 New
WAM
72
Wealthspire Advisors (Maryland)
Maryland
$6.11M 106,157 -102 -0.1%
MML Investors Services
73
MML Investors Services
Massachusetts
$6.01M 104,561 +6,792 +7%
SS
74
Simplicity Solutions
Minnesota
$5.97M 103,723 -79,838 -43%
IFS
75
Ifrah Financial Services
Arkansas
$5.37M 93,368 +3,241 +4%
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3
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