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Schwab US TIPS ETF
SCHP

Overview Fund Activity

379 hedge funds and large institutions have $7.02B invested in Schwab US TIPS ETF in 2019 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 33 closing their positions.

Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
7.48%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.63%
New
82
Increased
168
Reduced
90
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.71B
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$630M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$168M
4
RJA
4
Raymond James & Associates
Florida
$12.5M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$13.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$422M
2
UBS AM
2
UBS AM
Illinois
$0
3
MFM
3
MD Financial Management
Ontario, Canada
$68.1M
4
Bank of America
4
Bank of America
North Carolina
$521M
5
AWA
5
Alaska Wealth Advisors
Alaska
$7.56M
Name Market Value Shares Shares
Change 		Shares
Change %
LCC
76
Lincoln Capital Corp
Rhode Island
$5.42M 191,476 +5,320 +3%
IFS
77
Ifrah Financial Services
Arkansas
$5.1M 180,254 +328 +0.2%
LTFS
78
Ladenburg Thalmann Financial Services
Florida
$4.87M 173,518 -1,466 -0.8%
AG
79
Advisor Group
Arizona
$4.54M 159,964 +130,942 +451%
MWA
80
MFA Wealth Advisors
Pennsylvania
$4.34M 153,258 +4,822 +3%
JFG
81
JMG Financial Group
Illinois
$4.34M 153,092 -1,428 -0.9%
LGWM
82
Litman Gregory Wealth Management
California
$4.28M 151,046 +6,060 +4%
SPIA
83
Steward Partners Investment Advisory
New York
$4.09M 144,338 +9,374 +7%
ATWA
84
Arbor Trust Wealth Advisors
Michigan
$4.03M 142,242 +142,242 New
HA
85
HC Advisors
Georgia
$3.83M 135,340 +135,340 New
DFG
86
DWM Financial Group
Illinois
$3.71M 130,960 +130,960 New
MIAS
87
Mason Investment Advisory Services
Virginia
$3.71M 130,950 +8,888 +7%
KC
88
Kingfisher Capital
North Carolina
$3.66M 129,182 +10,498 +9%
Kovitz Investment Group Partners
89
Kovitz Investment Group Partners
Illinois
$3.53M 124,610 +5,100 +4%
TW
90
TrinityPoint Wealth
Connecticut
$3.5M 123,578 +1,140 +0.9%
AA
91
Alesco Advisors
New York
$3.21M 113,430 +15,044 +15%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$3.09M 109,128 -6,446 -6%
JPLA
93
Joseph P. Lucia & Associates
New York
$2.99M 105,600 +4,476 +4%
ML
94
McAdam LLC
Pennsylvania
$2.87M 101,312 +6,852 +7%
AA
95
ALPS Advisors
Colorado
$2.83M 100,072 +50 +0%
I
96
INVST
Indiana
$2.82M 99,470 +9,390 +10%
CIM
97
Cambria Investment Management
California
$2.77M 97,746 +7,326 +8%
Mirae Asset Global Investments
98
Mirae Asset Global Investments
South Korea
$2.72M 95,892 +95,892 New
CFMC
99
Curbstone Financial Management Corp
New Hampshire
$2.65M 93,540 -7,400 -7%
TC
100
Tatro Capital
Kentucky
$2.57M 90,896 +90,896 New
2 3
4
5 6