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Schwab US TIPS ETF
SCHP

Overview Fund Activity

396 hedge funds and large institutions have $6.63B invested in Schwab US TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 40 closing their positions.

Holders
396
Holders Change
+17
Holders Change %
+4.49%
% of All Funds
8.75%
Holding in Top 10
46
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+43.75%
% of All Funds
1.02%
New
63
Increased
129
Reduced
149
Closed
40
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$431K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.2M
2
Bank of America
2
Bank of America
North Carolina
$581M
3
RBA
3
Richard Bernstein Advisors
New York
$409M
4
MFM
4
MD Financial Management
Ontario, Canada
$99.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.52B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$268M
3
UCFA
3
United Capital Financial Advisors
Texas
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$73.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$544M
Name Market Value Shares Shares
Change 		Shares
Change %
MWA
76
MFA Wealth Advisors
Pennsylvania
$5.36M 93,474 +16,845 +22%
RWA
77
Redhawk Wealth Advisors
Minnesota
$4.87M 84,618 +84,618 New
LF
78
Lee Financial
Texas
$4.72M 82,032 -31,900 -28%
JFG
79
JMG Financial Group
Illinois
$4.6M 80,024 +3,478 +5%
FTUS
80
Flow Traders U.S.
New York
$4.58M 79,698 +79,698 New
CST
81
Charles Schwab Trust
Nevada
$4.54M 78,957 -25,535 -24%
ATWA
82
Arbor Trust Wealth Advisors
Michigan
$4.32M 75,187 +4,066 +6%
Kovitz Investment Group Partners
83
Kovitz Investment Group Partners
Illinois
$4.1M 71,205 +8,900 +14%
MIAS
84
Mason Investment Advisory Services
Virginia
$3.93M 68,284 +2,809 +4%
TW
85
TrinityPoint Wealth
Connecticut
$3.65M 63,394 +1,605 +3%
KC
86
Kingfisher Capital
North Carolina
$3.62M 62,885 -1,706 -3%
LGWM
87
Litman Gregory Wealth Management
California
$3.59M 62,406 -13,117 -17%
AA
88
ALPS Advisors
Colorado
$3.58M 62,311 +12,275 +25%
PFA
89
Pure Financial Advisors
California
$3.38M 58,737 +38,520 +191%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$3.16M 54,993 +429 +0.8%
NFG
91
Next Financial Group
Texas
$3.16M 54,877 +50,856 +1,265%
CFMC
92
Curbstone Financial Management Corp
New Hampshire
$2.99M 51,970 +5,200 +11%
I
93
INVST
Indiana
$2.98M 51,608 +1,873 +4%
ML
94
McAdam LLC
Pennsylvania
$2.96M 51,382 +726 +1%
CTC
95
Central Trust Company
Missouri
$2.92M 50,811 +50,178 +7,927%
AWM
96
Apollon Wealth Management
South Carolina
$2.92M 50,685 +14,422 +40%
JPLA
97
Joseph P. Lucia & Associates
New York
$2.9M 50,483 -2,317 -4%
Citadel Advisors
98
Citadel Advisors
Florida
$2.76M 47,984 +47,984 New
SPIA
99
Steward Partners Investment Advisory
New York
$2.69M 46,805 -25,364 -35%
CW
100
CreativeOne Wealth
Kansas
$2.64M 45,821 +5,651 +14%
2 3
4
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