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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 %
WLIM
101
White Lighthouse Investment Management
Massachusetts
$2.62M 45,493 +65 +0.1%
FAM
102
Foothills Asset Management
Arizona
$2.55M 44,357 +949 +2%
BTW
103
Boston Trust Walden
Massachusetts
$2.51M 43,665 +7,000 +19%
DPIM
104
Duff & Phelps Investment Management
Illinois
$2.44M 42,500 +42,500 New
MNBTD
105
Moody National Bank Trust Division
Texas
$2.43M 42,198 – –
OIA
106
OneDigital Investment Advisors
Kansas
$2.43M 42,168 +3,226 +8%
VWM
107
Venturi Wealth Management
Texas
$2.22M 38,600 -1,032 -3%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$2.22M 38,577 +38,577 New
3C
109
361 Capital
Colorado
$2.16M 37,515 +2,322 +7%
AAP
110
Arax Advisory Partners
Colorado
$2.15M 37,378 -3,061 -8%
AIM
111
Anchor Investment Management
South Carolina
$2.13M 36,982 +10,886 +42%
RC
112
Roundview Capital
New Jersey
$2.08M 36,198 +940 +3%
FHB
113
First Hawaiian Bank
Hawaii
$2.06M 35,768 – –
TCM
114
Tran Capital Management
California
$2.05M 35,698 -3,393 -9%
BC
115
Burleson & Co
California
$2.03M 34,223 -4,427 -11%
FA
116
FC Advisory
Pennsylvania
$2.03M 35,212 -3,489 -9%
VA
117
Valmark Advisers
Ohio
$1.96M 34,096 +1,458 +4%
SC
118
Slow Capital
California
$1.94M 33,736 -2,390 -7%
EWM
119
Empirical Wealth Management
Washington
$1.94M 33,669 +14 +0%
TIM
120
Tortoise Investment Management
New York
$1.87M 32,484 -1,304 -4%
IAA
121
Ironsides Asset Advisors
North Carolina
$1.84M 32,005 -1,300 -4%
EI
122
Ellevest Inc
New York
$1.83M 31,753 +2,515 +9%
FF
123
Friedenthal Financial
New Jersey
$1.8M 31,296 -663 -2%
ACP
124
Aviance Capital Partners
Florida
$1.8M 31,240 +6,248 +25%
TSS
125
Two Sigma Securities
New York
$1.75M 30,377 +19,609 +182%
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