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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MAM
51
Marotta Asset Management
Virginia
$17.2M 562,960 +30,474 +6%
BPB
52
Badgley, Phelps & Bell
Washington
$17.1M 558,708 +43,628 +8%
JIP
53
JBJ Investment Partners
South Carolina
$16.7M 545,996 +31,632 +6%
PFA
54
Pure Financial Advisors
California
$16.5M 537,926 +122,040 +29%
MTC
55
Matrix Trust Company
Colorado
$16.2M 530,216 +10,624 +2%
BWA
56
Burt Wealth Advisors
Maryland
$16.2M 530,122 +10,214 +2%
CCFCSB
57
Cape Cod Five Cents Savings Bank
Massachusetts
$16.2M 528,970 +90,926 +21%
CTC
58
Central Trust Company
Missouri
$16.1M 525,620 +102,174 +24%
Morgan Stanley
59
Morgan Stanley
New York
$15.9M 520,376 -68,620 -12%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$15.9M 519,986 -7,476 -1%
MFGP
61
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.6M 508,720 +23,610 +5%
Allianz Asset Management
62
Allianz Asset Management
Germany
$15.1M 495,100 +93,100 +23%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$15.1M 493,284 +321,382 +187%
PAG
64
Private Advisor Group
New Jersey
$15.1M 492,800 +62,910 +15%
AHC
65
Anderson Hoagland & Co
Missouri
$14.8M 482,364 +482,364 New
AFA
66
American Financial Advisors
Georgia
$13.9M 454,744 +427,324 +1,558%
KWP
67
Keystone Wealth Partners
Arizona
$13.7M 447,726 +95,502 +27%
William Blair & Company
68
William Blair & Company
Illinois
$13.6M 445,394 -1,138 -0.3%
NL
69
Navalign LLC
California
$12.7M 414,158 +414,158 New
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$12.5M 408,998 +244,054 +148%
SFPM
71
Sensible Financial Planning & Management
Massachusetts
$12.4M 404,810 +21,550 +6%
CWA
72
Carolina Wealth Advisors
South Carolina
$12.2M 399,856 +9,478 +2%
EFSCE
73
Enterprise Financial Services Corp (EFSC)
Missouri
$11.8M 386,564 +48,112 +14%
SIS
74
SVB Investment Services
Utah
$11.4M 372,678 -1,330 -0.4%
MML Investors Services
75
MML Investors Services
Massachusetts
$11.4M 372,652 +79,774 +27%
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