SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

429 hedge funds and large institutions have $9.19B invested in Schwab US TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 219 increasing their positions, 78 reducing their positions, and 32 closing their positions.

Holders
429
Holders Change
+18
Holders Change %
+4.38%
% of All Funds
8.68%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.97%
New
58
Increased
219
Reduced
78
Closed
32
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
-$1.12M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.28B
2
Franklin Resources
2
Franklin Resources
California
$110M
3
Temasek Holdings
3
Temasek Holdings
Singapore
$55.7M
4
Wells Fargo
4
Wells Fargo
California
$112M
5
UBS Group
5
UBS Group
Switzerland
$358M

Top Sellers

1
TCM
1
Tradewinds Capital Management
Washington
$16.4M
2
Bank of America
2
Bank of America
North Carolina
$86.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$17.1M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$0
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHRDM
101
H&H Retirement Design & Management
Nevada
$5.55M +$5.55M +180,158 New
ACG
102
Allen Capital Group
Nebraska
$5.5M +$4.9M +159,072 +815%
MOS
103
MGO One Seven
Ohio
$5.1M +$3.46M +112,310 +211%
AWM
104
Altium Wealth Management
New York
$5.05M +$368K +11,928 +8%
JFG
105
JMG Financial Group
Illinois
$5.01M +$86.9K +2,820 +2%
AIP
106
Almanack Investment Partners
Pennsylvania
$4.96M +$548K +18,030 +12%
AWE
107
Avidian Wealth Enterprises
Texas
$4.92M +$2.42M +78,538 +97%
KC
108
Kingfisher Capital
North Carolina
$4.77M +$727K +23,602 +18%
MA
109
Modus Advisors
Minnesota
$4.76M +$1.96M +63,560 +70%
LCC
110
Lincoln Capital Corp
Rhode Island
$4.74M -$3.91M -126,992 -45%
HC
111
Hamilton Capital
Ohio
$4.64M +$1.38M +44,674 +42%
ATWA
112
Arbor Trust Wealth Advisors
Michigan
$4.49M +$10.8K +350 +0.2%
CFMC
113
Curbstone Financial Management Corp
New Hampshire
$4.47M +$601K +19,500 +16%
EWA
114
Exencial Wealth Advisors
Oklahoma
$4.25M +$3.21M +104,216 +308%
TW
115
TrinityPoint Wealth
Connecticut
$4.12M +$158K +5,134 +4%
IAA
116
Ironsides Asset Advisors
North Carolina
$4.01M +$927K +30,090 +30%
LGWM
117
Litman Gregory Wealth Management
California
$3.94M +$56.8K +1,842 +1%
RCA
118
Resonant Capital Advisors
Wisconsin
$3.91M +$562K +18,234 +17%
SC
119
Savant Capital
Illinois
$3.89M +$2.08M +67,516 +115%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$3.88M -$205K -6,642 -5%
Citadel Advisors
121
Citadel Advisors
Florida
$3.79M +$3.79M +123,082 New
MIAS
122
Mason Investment Advisory Services
Virginia
$3.77M -$167K -5,410 -4%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$3.69M +$245K +7,952 +7%
JPLA
124
Joseph P. Lucia & Associates
New York
$3.68M +$208K +6,742 +6%
GA
125
Gateway Advisory
New Jersey
$3.66M +$3.66M +118,894 New
3 4
5
6 7