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Schwab US TIPS ETF
SCHP

Overview Fund Activity

540 hedge funds and large institutions have $13.1B invested in Schwab US TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 258 increasing their positions, 114 reducing their positions, and 41 closing their positions.

Holders
540
Holders Change
+52
Holders Change %
+10.66%
% of All Funds
9.51%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
99
Increased
258
Reduced
114
Closed
41
Calls
$917K
Puts
$911K
Net Calls
+$6K
Net Calls Change
+$1.27M

Top Buyers

1
QCM
1
Quadratic Capital Management
Connecticut
$2.2B
2
CSIA
2
Charles Schwab Investment Advisory
California
$6.2B
3
Ameriprise
3
Ameriprise
Minnesota
$115M
4
Franklin Resources
4
Franklin Resources
California
$266M
5
Stifel Financial
5
Stifel Financial
Missouri
$55.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$314M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.42M
3
FI
3
FormulaFolio Investments
Michigan
$1.52M
4
MAM
4
Madison Asset Management
Wisconsin
$29.6M
5
PAG
5
Pinnacle Advisory Group
Maryland
$3.21M
Name Market Value Shares Shares
Change 		Shares
Change %
FSG
101
Financial Strategies Group
Michigan
$8.91M 291,408 +29,526 +11%
IF
102
IRON Financial
Illinois
$8.84M 289,086 +289,086 New
AA
103
ALPS Advisors
Colorado
$8.62M 282,022 +4,520 +2%
MFG
104
Monumental Financial Group
Maryland
$8.48M 277,156 +277,156 New
Bank of New York Mellon
105
Bank of New York Mellon
New York
$8.42M 275,338 -765,040 -74%
ACG
106
Allen Capital Group
Nebraska
$8.01M 262,010 +68,310 +35%
NW
107
NewEdge Wealth
Pennsylvania
$7.98M 261,044 +162,848 +166%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$7.97M 260,464 +52,198 +25%
AIM
109
Anchor Investment Management
South Carolina
$7.87M 257,358 +149,028 +138%
LCC
110
Lincoln Capital Corp
Rhode Island
$7.73M 252,716 +21,614 +9%
PWM
111
Paulson Wealth Management
Illinois
$7.52M 243,752 +58,874 +32%
SC
112
Savant Capital
Illinois
$7.38M 241,476 +59,074 +32%
APCM
113
Alaska Permanent Capital Management
Alaska
$7.11M 232,466 -18,730 -7%
Cerity Partners
114
Cerity Partners
New York
$6.97M 227,872 -4,756 -2%
BlackRock
115
BlackRock
New York
$6.93M 226,682 +108,612 +92%
FA
116
FC Advisory
Pennsylvania
$6.81M 222,804 +148,706 +201%
HHRDM
117
H&H Retirement Design & Management
Nevada
$6.71M 217,278 +217,278 New
CA
118
Corrado Advisors
New Jersey
$6.64M 217,004 +3,382 +2%
UCFA
119
United Capital Financial Advisors
Texas
$6.6M 215,744 -7,572 -3%
MWA
120
MFA Wealth Advisors
Pennsylvania
$6.54M 214,186 +30,202 +16%
MA
121
Modus Advisors
Minnesota
$6.32M 206,794 +21,808 +12%
CW
122
CreativeOne Wealth
Kansas
$6.28M 205,236 +31,936 +18%
IFS
123
Ifrah Financial Services
Arkansas
$5.85M 191,354 +1,346 +0.7%
RJA
124
Raymond James & Associates
Florida
$5.76M 188,320 +21,630 +13%
SPIA
125
Steward Partners Investment Advisory
New York
$5.75M 188,164 +70,000 +59%
3 4
5
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