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Schwab US TIPS ETF
SCHP

Overview Fund Activity

316 hedge funds and large institutions have $5.2B invested in Schwab US TIPS ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 147 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
6.87%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.48%
New
30
Increased
147
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$619M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.37B
3
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$65.1M
4
Jane Street
4
Jane Street
New York
$20.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$16.4M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$2.74M
2
AssetMark Inc
2
AssetMark Inc
California
$12.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$530M
4
US Bancorp
4
US Bancorp
Minnesota
$172M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
N
126
Natixis
France
$1.18M +$21.2K +752 +2%
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.14M -$1.65M -58,468 -59%
FA
128
Fagan Associates
New York
$1.13M +$169 +6 +0%
AF
129
Advisornet Financial
Minnesota
$1.12M -$326K -11,576 -23%
EI
130
Ellevest Inc
New York
$1.08M +$5.98K +476 +0.6%
WCM
131
Weik Capital Management
Pennsylvania
$1.06M +$58.6K +2,080 +6%
CWM
132
Capital Wealth Management
Rhode Island
$1.04M +$18.4K +652 +2%
EWM
133
Elmwood Wealth Management
California
$1.03M +$160K +5,696 +18%
SA
134
SRH Advisors
Kansas
$1M – – –
SP
135
Successful Portfolios
Florida
$975K +$17.7K +628 +2%
DSC
136
Duncker Streett & Co
Missouri
$948K -$1.5M -53,092 -61%
AA
137
Advisory Alpha
Michigan
$940K +$28.7K +1,020 +3%
NPT
138
Nixon Peabody Trust
Massachusetts
$934K – – –
CRWM
139
Castle Rock Wealth Management
California
$920K +$920K +32,816 New
WP
140
WealthPLAN Partners
Nebraska
$915K +$584K +20,468 +176%
VV
141
Valentine Ventures
Oregon
$910K -$55.2K -1,960 -6%
BFEC
142
Benjamin F. Edwards & Company
Missouri
$899K +$87.8K +3,118 +11%
MA
143
Mutual Advisors
Nebraska
$883K +$88.4K +3,138 +11%
AWM
144
AE Wealth Management
Kansas
$876K +$876K +31,128 New
CA
145
Cambridge Advisors
Nebraska
$864K +$463K +16,460 +116%
DADC
146
D.A. Davidson & Co
Montana
$862K +$591K +21,008 +219%
BIA
147
Bigelow Investment Advisors
Maine
$853K +$94K +3,338 +12%
IAA
148
Ironsides Asset Advisors
North Carolina
$844K – – –
Invesco
149
Invesco
Georgia
$825K -$27.1K -962 -3%
CMO
150
Covenant Multifamily Offices
Texas
$825K +$714K +25,350 +644%
4 5
6
7 8