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Schwab US TIPS ETF
SCHP

Overview Fund Activity

379 hedge funds and large institutions have $7.02B invested in Schwab US TIPS ETF in 2019 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
7.48%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.63%
New
82
Increased
168
Reduced
90
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.71B
2
VOYA Investment Management
VOYA Investment Management
Georgia
$630M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$168M
4
RJA
Raymond James & Associates
Florida
$12.5M
5
AIP
Almanack Investment Partners
Pennsylvania
$13.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$422M
2
UBS AM
UBS AM
Illinois
$0
3
MFM
MD Financial Management
Ontario, Canada
$68.1M
4
Bank of America
Bank of America
North Carolina
$521M
5
AWA
Alaska Wealth Advisors
Alaska
$7.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
126
Ironsides Asset Advisors
North Carolina
$1.89M +$1.5M +52,950 +388%
William Blair & Company
127
William Blair & Company
Illinois
$1.88M +$124K +4,388 +7%
AI
128
Atria Investments
North Carolina
$1.85M -$16.4K -580 -0.9%
VA
129
Valmark Advisers
Ohio
$1.85M +$148K +5,212 +9%
EK
130
Evensky & Katz
Florida
$1.81M +$1.54M +54,512 +569%
FF
131
Friedenthal Financial
New Jersey
$1.81M +$41K +1,448 +2%
PS
132
Portfolio Solutions
Michigan
$1.81M +$116K +4,086 +7%
UWM
133
USAdvisors Wealth Management
Minnesota
$1.8M +$7.31K +258 +0.4%
SFP
134
Strategic Financial Planning
Texas
$1.73M +$1.73M +61,086 New
LWS
135
Lucia Wealth Services
California
$1.71M -$127K -4,486 -7%
EI
136
Ellevest Inc
New York
$1.66M +$433K +15,308 +35%
MCM
137
Mengis Capital Management
Oregon
$1.61M -$12.5K -440 -0.8%
ZIC
138
ZWJ Investment Counsel
Georgia
$1.6M +$1.6M +56,396 New
BlackRock
139
BlackRock
New York
$1.6M -$105K -3,702 -6%
CA
140
Cetera Advisors
Colorado
$1.57M +$121K +4,284 +8%
BAM
141
Baldrige Asset Management
Pennsylvania
$1.54M +$8.16K +288 +0.5%
Deutsche Bank
142
Deutsche Bank
Germany
$1.49M +$1.24M +43,980 +510%
AIM
143
Anchor Investment Management
South Carolina
$1.48M +$122K +4,300 +9%
SCA
144
Stokes Capital Advisors
South Carolina
$1.42M +$99.7K +3,520 +8%
ACP
145
Aviance Capital Partners
Florida
$1.42M +$1.42M +49,984 New
ABC
146
Associated Banc-Corp
Wisconsin
$1.4M +$126K +4,454 +10%
PIMG
147
Patriot Investment Management Group
Tennessee
$1.39M -$74.9K -2,646 -5%
TSW
148
Thompson Siegel & Walmsley
Virginia
$1.29M – – –
NL
149
NEPC LLC
Massachusetts
$1.29M +$1.29M +45,488 New
G
150
GenTrust
Florida
$1.27M +$64.6K +2,282 +5%
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