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Schwab US TIPS ETF
SCHP

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.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

36% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 119

24% more capital invested

Capital invested by funds: $6.63B → $8.2B (+$1.57B)

3.99% more ownership

Funds ownership: 154.14% → 158.13% (+4%)

4% more funds holding

Funds holding: 396 → 411 (+15)

7% less funds holding in top 10

Funds holding in top 10: 46 → 43 (-3)

48% less call options, than puts

Call options by funds: $228K | Put options by funds: $439K

Holders
411
Holders Change
+15
Holders Change %
+3.79%
% of All Funds
8.43%
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
Charles Schwab Investment Advisory
California
+$2.28B
2
JP Morgan Chase
JP Morgan Chase
New York
+$57.5M
3
TCM
Tradewinds Capital Management
Washington
+$28.8M
4
UBS Group
UBS Group
Switzerland
+$25.7M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$24.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$504M
2
RBA
Richard Bernstein Advisors
New York
-$422M
3
Ameriprise
Ameriprise
Minnesota
-$200M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$199M
5
Osaic Holdings
Osaic Holdings
Arizona
-$60.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
TW
101
TrinityPoint Wealth
Connecticut
$3.86M +$54.2K +1,830 +1%
MIAS
102
Mason Investment Advisory Services
Virginia
$3.84M -$258K -8,692 -6%
LGWM
103
Litman Gregory Wealth Management
California
$3.78M +$34.6K +1,168 +0.9%
CFMC
104
Curbstone Financial Management Corp
New Hampshire
$3.77M +$640K +21,600 +21%
AA
105
ALPS Advisors
Colorado
$3.66M -$76.4K -2,580 -2%
SPIA
106
Steward Partners Investment Advisory
New York
$3.64M +$821K +27,700 +30%
JPLA
107
Joseph P. Lucia & Associates
New York
$3.38M +$346K +11,682 +12%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$3.35M +$51.9K +1,752 +2%
ML
109
McAdam LLC
Pennsylvania
$3.27M +$186K +6,280 +6%
RCA
110
Resonant Capital Advisors
Wisconsin
$3.26M +$3.22M +108,620 New
HC
111
Hamilton Capital
Ohio
$3.18M +$3.14M +105,878 New
BTW
112
Boston Trust Walden
Massachusetts
$3.17M +$545K +18,380 +21%
GWMIA
113
Global Wealth Management Investment Advisory
Florida
$3.06M +$2.51M +84,572 +485%
IAA
114
Ironsides Asset Advisors
North Carolina
$3M +$1.07M +36,110 +56%
OIA
115
OneDigital Investment Advisors
Kansas
$2.95M +$416K +14,040 +17%
FAAS
116
First Allied Advisory Services
California
$2.82M +$1.93M +65,138 +227%
AAP
117
Arax Advisory Partners
Colorado
$2.75M +$502K +16,944 +23%
MA
118
Modus Advisors
Minnesota
$2.73M +$1.45M +48,820 +116%
CIP
119
Capital Insight Partners
Arizona
$2.71M +$2.68M +90,480 New
LF
120
Lee Financial
Texas
$2.71M -$2.18M -73,664 -45%
QAM
121
Q3 Asset Management
Michigan
$2.63M +$2.6M +87,720 New
WLIM
122
White Lighthouse Investment Management
Massachusetts
$2.62M -$109K -3,688 -4%
FF
123
Friedenthal Financial
New Jersey
$2.59M +$701K +23,670 +38%
ACM
124
AlphaStar Capital Management
North Carolina
$2.55M +$1.68M +56,698 +204%
MNBTD
125
Moody National Bank Trust Division
Texas
$2.53M – – –
3 4
5
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