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Schwab US TIPS ETF
SCHP

Overview Fund Activity

316 hedge funds and large institutions have $5.2B invested in Schwab US TIPS ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 147 increasing their positions, 84 reducing their positions, and 26 closing their positions.

Holders
316
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
6.87%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.48%
New
30
Increased
147
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$619M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.37B
3
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$65.1M
4
Jane Street
4
Jane Street
New York
$20.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$16.4M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$2.74M
2
AssetMark Inc
2
AssetMark Inc
California
$12.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$530M
4
US Bancorp
4
US Bancorp
Minnesota
$172M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
ALPS Advisors
Colorado
$2.92M +$28.7K +1,018 +1%
ML
77
McAdam LLC
Pennsylvania
$2.86M +$270K +9,604 +10%
AA
78
Alesco Advisors
New York
$2.79M +$32.8K +1,164 +1%
JPLA
79
Joseph P. Lucia & Associates
New York
$2.74M -$145M -5,134,528 -98%
CFMC
80
Curbstone Financial Management Corp
New Hampshire
$2.7M +$378K +13,440 +16%
WLIM
81
White Lighthouse Investment Management
Massachusetts
$2.62M -$5.91K -210 -0.2%
RBA
82
Richard Bernstein Advisors
New York
$2.55M +$1.18M +41,746 +86%
FAM
83
Foothills Asset Management
Arizona
$2.53M -$73.6K -2,614 -3%
CIM
84
Cambria Investment Management
California
$2.52M +$36.5K +1,298 +1%
FFN
85
Focus Financial Network
Minnesota
$2.51M -$37.2K -1,322 -1%
TFA
86
Transamerica Financial Advisors
Florida
$2.5M +$2.5M +88,884 New
MOS
87
MGO One Seven
Ohio
$2.45M +$1.22M +43,320 +99%
W
88
WealthStone
Ohio
$2.39M – – –
MNBTD
89
Moody National Bank Trust Division
Texas
$2.38M – – –
SPIA
90
Steward Partners Investment Advisory
New York
$2.31M +$433K +15,374 +23%
AAP
91
Arax Advisory Partners
Colorado
$2.16M +$2.16M +76,724 New
FA
92
FC Advisory
Pennsylvania
$2.14M +$1.57K +56 +0.1%
FHB
93
First Hawaiian Bank
Hawaii
$2.05M +$920K +32,656 +81%
LWS
94
Lucia Wealth Services
California
$2.04M -$4.74M -168,486 -70%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$2.02M -$172K -6,124 -8%
BlackRock
96
BlackRock
New York
$2.01M +$543K +19,298 +37%
RC
97
Roundview Capital
New Jersey
$1.95M +$112K +3,992 +6%
SC
98
Slow Capital
California
$1.92M +$277K +9,842 +17%
Creative Planning
99
Creative Planning
Kansas
$1.9M +$839K +29,810 +79%
BTW
100
Boston Trust Walden
Massachusetts
$1.86M +$95.7K +3,400 +5%
2 3
4
5 6