SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

336 hedge funds and large institutions have $6.82B invested in Schwab US TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+20
Holders Change %
+6.33%
% of All Funds
7.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.59%
New
48
Increased
149
Reduced
94
Closed
26
Calls
–
Puts
$249K
Net Calls
-$249K
Net Calls Change
-$249K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$537M
2
RBA
2
Richard Bernstein Advisors
New York
$361M
3
UBS Group
3
UBS Group
Switzerland
$240M
4
Ameriprise
4
Ameriprise
Minnesota
$214M
5
CSIA
5
Charles Schwab Investment Advisory
California
$2.52B

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$141M
2
Jane Street
2
Jane Street
New York
$705K
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$607M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
MIH
5
Madison Investment Holdings
Wisconsin
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
126
Pure Financial Advisors
California
$1.35M +$132K +4,644 +11%
SCA
127
Stokes Capital Advisors
South Carolina
$1.33M +$120K +4,222 +10%
TSW
128
Thompson Siegel & Walmsley
Virginia
$1.29M – – –
ABC
129
Associated Banc-Corp
Wisconsin
$1.28M +$1.28M +44,964 New
N
130
Natixis
France
$1.23M +$45K +1,584 +4%
EI
131
Ellevest Inc
New York
$1.23M -$1.21M -42,556 -50%
G
132
GenTrust
Florida
$1.21M +$3.58K +126 +0.3%
MOS
133
MGO One Seven
Ohio
$1.19M -$1.28M -45,032 -52%
Comerica Bank
134
Comerica Bank
Texas
$1.19M -$33K -1,166 -3%
FCIM
135
Fairview Capital Investment Management
California
$1.18M -$2.72K -96 -0.2%
CMO
136
Covenant Multifamily Offices
Texas
$1.14M +$309K +10,898 +37%
FA
137
Fagan Associates
New York
$1.13M -$2.5K -88 -0.2%
AF
138
Advisornet Financial
Minnesota
$1.13M +$227 +8 +0%
WCM
139
Weik Capital Management
Pennsylvania
$1.12M +$51.6K +1,820 +5%
EWM
140
Elmwood Wealth Management
California
$1.1M +$59.3K +2,090 +6%
Creative Planning
141
Creative Planning
Kansas
$1.1M -$823K -29,000 -43%
CWM
142
Capital Wealth Management
Rhode Island
$1.07M +$17.5K +618 +2%
SP
143
Successful Portfolios
Florida
$1.04M +$58.5K +2,062 +6%
SA
144
SRH Advisors
Kansas
$1.01M – – –
GM
145
GeoWealth Management
Illinois
$1M +$1M +35,234 New
DADC
146
D.A. Davidson & Co
Montana
$937K +$68.5K +2,414 +8%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$927K +$418K +14,716 +82%
AA
148
Advisory Alpha
Michigan
$909K -$38.6K -1,360 -4%
BFEC
149
Benjamin F. Edwards & Company
Missouri
$886K -$20.3K -716 -2%
CA
150
Cambridge Advisors
Nebraska
$879K +$7.38K +260 +0.8%
4 5
6
7 8