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Schwab US TIPS ETF
SCHP

Overview Fund Activity

429 hedge funds and large institutions have $9.19B invested in Schwab US TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 219 increasing their positions, 78 reducing their positions, and 32 closing their positions.

Holders
429
Holders Change
+18
Holders Change %
+4.38%
% of All Funds
8.68%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.97%
New
58
Increased
219
Reduced
78
Closed
32
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
-$1.12M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.28B
2
Franklin Resources
2
Franklin Resources
California
$110M
3
Temasek Holdings
3
Temasek Holdings
Singapore
$55.7M
4
Wells Fargo
4
Wells Fargo
California
$112M
5
UBS Group
5
UBS Group
Switzerland
$358M

Top Sellers

1
TCM
1
Tradewinds Capital Management
Washington
$16.4M
2
Bank of America
2
Bank of America
North Carolina
$86.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$17.1M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$0
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$368M
Name Market Value Shares Shares
Change 		Shares
Change %
MTC
51
Matrix Trust Company
Colorado
$16.2M 526,458 +43,512 +9%
BWA
52
Burt Wealth Advisors
Maryland
$15.8M 512,750 +2,866 +0.6%
MAM
53
Marotta Asset Management
Virginia
$15.2M 492,996 +58,228 +13%
MFGP
54
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15M 486,196 -1,526 -0.3%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.9M 484,862 +31,546 +7%
JIP
56
JBJ Investment Partners
South Carolina
$14.9M 483,954 +53,582 +12%
BPB
57
Badgley, Phelps & Bell
Washington
$14.4M 467,570 +46,560 +11%
William Blair & Company
58
William Blair & Company
Illinois
$13.8M 448,820 +26,436 +6%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$12.9M 417,968 +2,220 +0.5%
SIS
60
SVB Investment Services
Utah
$12.7M 411,750 -18,008 -4%
CTC
61
Central Trust Company
Missouri
$11.4M 370,312 +69,974 +23%
BCI
62
Brinker Capital Investments
Pennsylvania
$11.2M 362,586 -68,256 -16%
PAG
63
Private Advisor Group
New Jersey
$11.2M 362,414 +57,922 +19%
SFPM
64
Sensible Financial Planning & Management
Massachusetts
$11.1M 358,914 +15,070 +4%
WAM
65
Wealthspire Advisors (Maryland)
Maryland
$11M 355,756 +39,364 +12%
HCM
66
Horan Capital Management
Maryland
$10.6M 344,850 +26,826 +8%
CWA
67
Carolina Wealth Advisors
South Carolina
$10.3M 334,120 +26,192 +9%
EFSCE
68
Enterprise Financial Services Corp (EFSC)
Missouri
$10.3M 333,470 +333,470 New
AI
69
Atria Investments
North Carolina
$9.63M 312,412 -18,140 -5%
BL
70
BFSG LLC
California
$9.46M 306,978 +3,340 +1%
PFA
71
Pure Financial Advisors
California
$9.39M 304,800 +53,440 +21%
PFM
72
Peak Financial Management
Massachusetts
$9.25M 300,014 +17,984 +6%
CCFCSB
73
Cape Cod Five Cents Savings Bank
Massachusetts
$8.92M 289,282 +289,282 New
DFG
74
DWM Financial Group
Illinois
$8.76M 284,160 +284,160 New
HighTower Advisors
75
HighTower Advisors
Illinois
$8.63M 280,246 -10,630 -4%
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