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Schwab US TIPS ETF
SCHP

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.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 40

44% more funds holding in top 10

Funds holding in top 10: 32 → 46 (+14)

4% more funds holding

Funds holding: 379 → 396 (+17)

5% less capital invested

Capital invested by funds: $7.02B → $6.63B (-$384M)

7.19% less ownership

Funds ownership: 161.33% → 154.14% (-7.2%)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
396
Holders Change
+17
Holders Change %
+4.49%
% of All Funds
8.73%
Holding in Top 10
46
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+43.75%
% of All Funds
1.01%
New
63
Increased
129
Reduced
149
Closed
40
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$431K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$75.7M
2
Bank of America
Bank of America
North Carolina
+$51.9M
3
RBA
Richard Bernstein Advisors
New York
+$47.7M
4
MFM
MD Financial Management
Ontario, Canada
+$30.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$26.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$233M
2
JP Morgan Chase
JP Morgan Chase
New York
-$159M
3
UCFA
United Capital Financial Advisors
Texas
-$104M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$96.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$94.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
101
White Lighthouse Investment Management
Massachusetts
$2.62M +$3.72K +130 +0.1%
FAM
102
Foothills Asset Management
Arizona
$2.55M +$54.3K +1,898 +2%
BTW
103
Boston Trust Walden
Massachusetts
$2.51M +$401K +14,000 +19%
DPIM
104
Duff & Phelps Investment Management
Illinois
$2.44M +$2.43M +85,000 New
MNBTD
105
Moody National Bank Trust Division
Texas
$2.43M – – –
OIA
106
OneDigital Investment Advisors
Kansas
$2.42M +$185K +6,452 +8%
VWM
107
Venturi Wealth Management
Texas
$2.22M -$59.1K -2,064 -3%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$2.22M +$2.21M +77,154 New
3C
109
361 Capital
Colorado
$2.16M +$133K +4,644 +7%
AAP
110
Arax Advisory Partners
Colorado
$2.15M -$175K -6,122 -8%
AIM
111
Anchor Investment Management
South Carolina
$2.13M +$623K +21,772 +42%
RC
112
Roundview Capital
New Jersey
$2.08M +$53.8K +1,880 +3%
FHB
113
First Hawaiian Bank
Hawaii
$2.06M – – –
TCM
114
Tran Capital Management
California
$2.05M -$194K -6,786 -9%
BC
115
Burleson & Co
California
$2.02M -$253K -8,854 -11%
FA
116
FC Advisory
Pennsylvania
$2.02M -$200K -6,978 -9%
VA
117
Valmark Advisers
Ohio
$1.96M +$83.5K +2,916 +4%
SC
118
Slow Capital
California
$1.94M -$137K -4,780 -7%
EWM
119
Empirical Wealth Management
Washington
$1.94M +$802 +28 +0%
TIM
120
Tortoise Investment Management
New York
$1.87M -$74.7K -2,608 -4%
IAA
121
Ironsides Asset Advisors
North Carolina
$1.84M -$74.4K -2,600 -4%
EI
122
Ellevest Inc
New York
$1.83M +$144K +5,030 +9%
FF
123
Friedenthal Financial
New Jersey
$1.8M -$38K -1,326 -2%
ACP
124
Aviance Capital Partners
Florida
$1.8M +$358K +12,496 +25%
TSS
125
Two Sigma Securities
New York
$1.75M +$1.12M +39,218 +182%
3 4
5
6 7

SCHP Hedge Fund Activity: Q1 2020 in Review

396 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q1 2020, worth a combined $6.63B — down 5.5% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SCHP positions and 40 closed out — a net gain of 23 holders — while 129 added to existing stakes and 149 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $75.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $233M.

  • 396 institutional investors held Schwab US TIPS ETF (SCHP) as of Q1 2020, up from 379 in Q4 2019.
  • Funds reported $6.63B of Schwab US TIPS ETF stock for Q1 2020, down 5.5% quarter-over-quarter.
  • 63 funds opened new Schwab US TIPS ETF positions in Q1 2020 and 40 closed out, a net change of +23 holders.
  • The largest Schwab US TIPS ETF buyer in Q1 2020 was Fidelity Investments, an estimated $75.7M added.
  • The largest Schwab US TIPS ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $233M sold.

Based on aggregated 13F filings for Q1 2020.