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Schwab US TIPS ETF
SCHP

Overview Fund Activity

411 hedge funds and large institutions have $8.2B invested in Schwab US TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 162 increasing their positions, 119 reducing their positions, and 46 closing their positions.

Holders
411
Holders Change
+15
Holders Change %
+3.79%
% of All Funds
8.45%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.88%
New
65
Increased
162
Reduced
119
Closed
46
Calls
$228K
Puts
$439K
Net Calls
-$211K
Net Calls Change
-$642K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.94B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$338M
3
TCM
3
Tradewinds Capital Management
Washington
$29.2M
4
UBS Group
4
UBS Group
Switzerland
$314M
5
BOPW
5
Brandywine Oak Private Wealth
Pennsylvania
$24.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$96.5M
2
RBA
2
Richard Bernstein Advisors
New York
$107K
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$366M
4
Ameriprise
4
Ameriprise
Minnesota
$24.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$7.59M +$756K +25,038 +11%
PFA
77
Pure Financial Advisors
California
$7.54M +$4.02M +133,886 +114%
CIM
78
Cambria Investment Management
California
$7.43M -$918K -30,578 -11%
FLA
79
Financial Life Advisors
Texas
$7.16M +$286K +9,524 +4%
AWM
80
Avior Wealth Management
Nebraska
$7.02M +$276K +9,210 +4%
MML Investors Services
81
MML Investors Services
Massachusetts
$6.9M +$628K +20,926 +10%
Kovitz Investment Group Partners
82
Kovitz Investment Group Partners
Illinois
$6.8M +$2.52M +84,014 +59%
UCFA
83
United Capital Financial Advisors
Texas
$6.78M -$4.06M -135,442 -37%
CA
84
Corrado Advisors
New Jersey
$6.77M -$1.47M -48,878 -18%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$6.56M +$5.59M +186,392 +581%
Renaissance Technologies
86
Renaissance Technologies
New York
$5.82M +$5.82M +193,800 New
FSG
87
Financial Strategies Group
Michigan
$5.76M +$5.76M +191,846 New
DWM
88
Darwin Wealth Management
Florida
$5.67M +$5.67M +189,074 New
IFS
89
Ifrah Financial Services
Arkansas
$5.67M +$64K +2,132 +1%
SWM
90
SeaCrest Wealth Management
New York
$5.35M +$3.7M +123,374 +225%
MWA
91
MFA Wealth Advisors
Pennsylvania
$5.16M -$449K -14,964 -8%
JFG
92
JMG Financial Group
Illinois
$4.8M -$6.48K -216 -0.1%
HA
93
HC Advisors
Georgia
$4.57M +$4.57M +152,140 New
AWM
94
Altium Wealth Management
New York
$4.56M +$4.56M +152,016 New
ATWA
95
Arbor Trust Wealth Advisors
Michigan
$4.37M -$147K -4,898 -3%
AIP
96
Almanack Investment Partners
Pennsylvania
$4.36M +$4.05M +134,944 +1,320%
I
97
INVST
Indiana
$4.02M +$917K +30,542 +30%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$3.98M +$3.55M +118,468 +838%
KC
99
Kingfisher Capital
North Carolina
$3.94M +$163K +5,424 +4%
IF
100
IRON Financial
Illinois
$3.89M +$3.89M +129,606 New
2 3
4
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