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Schwab US TIPS ETF
SCHP

Overview Fund Activity

336 hedge funds and large institutions have $6.82B invested in Schwab US TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 26 closing their positions.

Holders
336
Holders Change
+20
Holders Change %
+6.33%
% of All Funds
7.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.59%
New
48
Increased
149
Reduced
94
Closed
26
Calls
–
Puts
$249K
Net Calls
-$249K
Net Calls Change
-$249K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$537M
2
RBA
2
Richard Bernstein Advisors
New York
$361M
3
UBS Group
3
UBS Group
Switzerland
$240M
4
Ameriprise
4
Ameriprise
Minnesota
$214M
5
CSIA
5
Charles Schwab Investment Advisory
California
$2.52B

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$141M
2
Jane Street
2
Jane Street
New York
$705K
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$607M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
MIH
5
Madison Investment Holdings
Wisconsin
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
76
MFA Wealth Advisors
Pennsylvania
$4.21M +$127K +4,486 +3%
LGWM
77
Litman Gregory Wealth Management
California
$4.12M +$185K +6,522 +5%
SPIA
78
Steward Partners Investment Advisory
New York
$3.83M +$1.5M +52,804 +64%
TW
79
TrinityPoint Wealth
Connecticut
$3.47M +$3.47M +122,438 New
MIAS
80
Mason Investment Advisory Services
Virginia
$3.46M +$22.5K +794 +0.7%
Kovitz Investment Group Partners
81
Kovitz Investment Group Partners
Illinois
$3.39M +$3.39M +119,510 New
KC
82
Kingfisher Capital
North Carolina
$3.37M +$59.7K +2,102 +2%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$3.28M -$166K -5,838 -5%
NS
84
NewDay Solutions
New Hampshire
$3M +$62K +2,198 +2%
JPLA
85
Joseph P. Lucia & Associates
New York
$2.87M +$111K +3,926 +4%
CFMC
86
Curbstone Financial Management Corp
New Hampshire
$2.87M +$145K +5,100 +5%
AA
87
ALPS Advisors
Colorado
$2.84M -$99.9K -3,520 -3%
AA
88
Alesco Advisors
New York
$2.79M -$24.1K -848 -0.9%
ML
89
McAdam LLC
Pennsylvania
$2.68M -$200K -7,044 -7%
WLIM
90
White Lighthouse Investment Management
Massachusetts
$2.6M -$40.1K -1,412 -2%
CIM
91
Cambria Investment Management
California
$2.57M +$22.5K +792 +0.9%
I
92
INVST
Indiana
$2.56M +$958K +33,710 +60%
FAM
93
Foothills Asset Management
Arizona
$2.54M -$7.78K -274 -0.3%
W
94
WealthStone
Ohio
$2.41M +$2.41M +84,954 New
MNBTD
95
Moody National Bank Trust Division
Texas
$2.4M – – –
EWM
96
Empirical Wealth Management
Washington
$2.34M +$569K +20,058 +32%
AIP
97
Almanack Investment Partners
Pennsylvania
$2.31M +$2.31M +81,542 New
VWM
98
Venturi Wealth Management
Texas
$2.25M +$2.25M +79,264 New
AAP
99
Arax Advisory Partners
Colorado
$2.21M +$32.4K +1,140 +1%
OIA
100
OneDigital Investment Advisors
Kansas
$2.2M +$2.19M +77,142 +21,428%
2 3
4
5 6