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Schwab US TIPS ETF
SCHP

Overview Fund Activity

396 hedge funds and large institutions have $6.63B invested in Schwab US TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 40 closing their positions.

Holders
396
Holders Change
+17
Holders Change %
+4.49%
% of All Funds
8.75%
Holding in Top 10
46
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+43.75%
% of All Funds
1.02%
New
63
Increased
129
Reduced
149
Closed
40
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$431K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.2M
2
Bank of America
2
Bank of America
North Carolina
$581M
3
RBA
3
Richard Bernstein Advisors
New York
$409M
4
MFM
4
MD Financial Management
Ontario, Canada
$99.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.52B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$268M
3
UCFA
3
United Capital Financial Advisors
Texas
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$73.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$544M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
126
Parsec Financial Management
North Carolina
$1.74M +$1.74M +60,590 New
AWM
127
Adams Wealth Management
Utah
$1.73M +$1.73M +60,020 New
FFN
128
Focus Financial Network
Minnesota
$1.72M -$267K -9,298 -13%
BIP
129
Blueprint Investment Partners
North Carolina
$1.7M -$714K -24,846 -30%
ZIC
130
ZWJ Investment Counsel
Georgia
$1.68M +$57.5K +2,000 +4%
BAM
131
Baldrige Asset Management
Pennsylvania
$1.61M +$46K +1,600 +3%
DADC
132
D.A. Davidson & Co
Montana
$1.59M +$307K +10,670 +24%
SWM
133
SeaCrest Wealth Management
New York
$1.58M -$4.62M -160,852 -75%
SC
134
Savant Capital
Illinois
$1.58M +$569K +19,776 +56%
MAFM
135
Mid Atlantic Financial Management
Pennsylvania
$1.57M +$710K +24,692 +83%
CA
136
Cetera Advisors
Colorado
$1.56M -$33.2K -1,156 -2%
MCM
137
Mengis Capital Management
Oregon
$1.56M -$67.2K -2,338 -4%
N
138
Natixis
France
$1.52M +$626K +21,774 +70%
SCA
139
Stokes Capital Advisors
South Carolina
$1.51M +$66.2K +2,302 +5%
W
140
WealthStone
Ohio
$1.5M -$585K -20,340 -28%
SFP
141
Strategic Financial Planning
Texas
$1.41M -$345K -12,008 -20%
MWA
142
Moser Wealth Advisors
Washington
$1.36M +$128K +4,452 +10%
PIMG
143
Patriot Investment Management Group
Tennessee
$1.35M -$63.8K -2,222 -5%
SW
144
SVB Wealth
Massachusetts
$1.35M -$969K -33,714 -42%
RF
145
RHS Financial
California
$1.33M +$854K +29,704 +178%
BlackRock
146
BlackRock
New York
$1.31M -$309K -10,744 -19%
TSW
147
Thompson Siegel & Walmsley
Virginia
$1.31M – – –
CWM
148
Capital Wealth Management
Rhode Island
$1.28M +$201K +6,972 +19%
AF
149
Advisornet Financial
Minnesota
$1.24M -$16.4K -572 -1%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$1.22M -$7.28M -253,044 -86%
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