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Schwab US TIPS ETF
SCHP

Overview Fund Activity

488 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 221 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+59
Holders Change %
+13.75%
% of All Funds
8.66%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.03%
New
97
Increased
221
Reduced
105
Closed
33
Calls
$248K
Puts
$1.52M
Net Calls
-$1.27M
Net Calls Change
+$63K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.57B
2
Franklin Resources
2
Franklin Resources
California
$223M
3
M&T Bank
3
M&T Bank
New York
$48.8M
4
NA
4
NextCapital Advisers
Illinois
$136M
5
Charles Schwab
5
Charles Schwab
California
$86.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$194M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.18M
3
Jane Street
3
Jane Street
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$347M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$16.6M +$13.9M +448,008 +516%
AWM
52
AE Wealth Management
Kansas
$16.6M -$4.86M -156,620 -23%
MAM
53
Marotta Asset Management
Virginia
$16.5M +$1.23M +39,490 +8%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$16.4M -$843K -27,152 -5%
BWA
55
Burt Wealth Advisors
Maryland
$16.1M +$222K +7,158 +1%
MTC
56
Matrix Trust Company
Colorado
$16.1M -$213K -6,866 -1%
BPB
57
Badgley, Phelps & Bell
Washington
$16M +$1.47M +47,510 +10%
JIP
58
JBJ Investment Partners
South Carolina
$16M +$944K +30,410 +6%
MFGP
59
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.1M -$33.7K -1,086 -0.2%
SS
60
Simplicity Solutions
Minnesota
$14.9M -$5.23M -168,400 -26%
Stifel Financial
61
Stifel Financial
Missouri
$13.9M -$2.58M -82,990 -16%
William Blair & Company
62
William Blair & Company
Illinois
$13.9M -$71K -2,288 -0.5%
CCFCSB
63
Cape Cod Five Cents Savings Bank
Massachusetts
$13.6M +$4.62M +148,762 +51%
PAG
64
Private Advisor Group
New Jersey
$13.3M +$2.09M +67,476 +19%
CTC
65
Central Trust Company
Missouri
$13.1M +$1.65M +53,134 +14%
PFA
66
Pure Financial Advisors
California
$12.9M +$3.45M +111,086 +36%
Allianz Asset Management
67
Allianz Asset Management
Germany
$12.5M +$6.13M +197,600 +97%
CWA
68
Carolina Wealth Advisors
South Carolina
$12.1M +$1.75M +56,258 +17%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$11.9M -$1.06M -34,200 -8%
SFPM
70
Sensible Financial Planning & Management
Massachusetts
$11.9M +$756K +24,346 +7%
SIS
71
SVB Investment Services
Utah
$11.6M -$1.17M -37,742 -9%
BCI
72
Brinker Capital Investments
Pennsylvania
$11.4M +$95.4K +3,074 +0.8%
WANY
73
Wealthspire Advisors (New York)
New York
$11.2M +$11.2M +361,166 New
KWP
74
Keystone Wealth Partners
Arizona
$10.9M +$10.9M +352,224 New
MPM
75
Meritage Portfolio Management
Kansas
$10.7M +$10.7M +345,910 New
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