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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 %
WLIM
101
White Lighthouse Investment Management
Massachusetts
$2.57M 90,856 -678 -0.7%
Goldman Sachs
102
Goldman Sachs
New York
$2.51M 88,694 -248,246 -74%
FAM
103
Foothills Asset Management
Arizona
$2.46M 86,816 -2,738 -3%
MNBTD
104
Moody National Bank Trust Division
Texas
$2.39M 84,396 – –
BIP
105
Blueprint Investment Partners
North Carolina
$2.38M 84,076 +84,076 New
AAP
106
Arax Advisory Partners
Colorado
$2.29M 80,878 +3,014 +4%
SW
107
SVB Wealth
Massachusetts
$2.28M 80,596 +70,556 +703%
CW
108
CreativeOne Wealth
Kansas
$2.28M 80,340 +12,938 +19%
VWM
109
Venturi Wealth Management
Texas
$2.24M 79,264 – –
NS
110
NewDay Solutions
New Hampshire
$2.24M 78,956 -27,392 -26%
TCM
111
Tran Capital Management
California
$2.21M 78,182 +6,196 +9%
FA
112
FC Advisory
Pennsylvania
$2.21M 77,402 +616 +0.8%
OIA
113
OneDigital Investment Advisors
Kansas
$2.21M 77,884 +382 +0.5%
BC
114
Burleson & Co
California
$2.2M 77,300 +77,300 New
BTW
115
Boston Trust Walden
Massachusetts
$2.08M 73,330 +8,250 +13%
AWM
116
Apollon Wealth Management
South Carolina
$2.07M 72,526 +5,946 +9%
W
117
WealthStone
Ohio
$2.05M 72,388 -12,566 -15%
SC
118
Slow Capital
California
$2.05M 72,252 +1,344 +2%
FHB
119
First Hawaiian Bank
Hawaii
$2.03M 71,536 -884 -1%
RC
120
Roundview Capital
New Jersey
$2M 70,516 +1,316 +2%
3C
121
361 Capital
Colorado
$1.99M 70,386 +5,602 +9%
FFN
122
Focus Financial Network
Minnesota
$1.96M 69,046 -2,530 -4%
TIM
123
Tortoise Investment Management
New York
$1.91M 67,576 -2,150 -3%
FNC
124
First National Corp
Massachusetts
$1.91M 67,442 +4,612 +7%
EWM
125
Empirical Wealth Management
Washington
$1.91M 67,310 -15,038 -18%
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5
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