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Schwab US TIPS ETF
SCHP

Overview Fund Activity

411 hedge funds and large institutions have $8.2B invested in Schwab US TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 162 increasing their positions, 119 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+15
Holders Change %
+3.79%
% of All Funds
8.45%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.88%
New
65
Increased
162
Reduced
119
Closed
46
Calls
$228K
Puts
$439K
Net Calls
-$211K
Net Calls Change
-$642K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.94B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$338M
3
TCM
Tradewinds Capital Management
Washington
$29.2M
4
UBS Group
UBS Group
Switzerland
$314M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$24.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$96.5M
2
RBA
Richard Bernstein Advisors
New York
$107K
3
VOYA Investment Management
VOYA Investment Management
Georgia
$366M
4
Ameriprise
Ameriprise
Minnesota
$24.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
126
Tortoise Investment Management
New York
$2.5M +$553K +18,420 +28%
HCC
127
Hirtle Callaghan & Co
Pennsylvania
$2.44M – – –
AWE
128
Avidian Wealth Enterprises
Texas
$2.44M +$1.46M +48,558 +149%
VA
129
Valmark Advisers
Ohio
$2.42M +$370K +12,342 +18%
AIM
130
Anchor Investment Management
South Carolina
$2.4M +$179K +5,976 +8%
ACP
131
Aviance Capital Partners
Florida
$2.37M +$497K +16,558 +27%
N
132
Natixis
France
$2.32M +$740K +24,648 +47%
CW
133
CreativeOne Wealth
Kansas
$2.3M -$455K -15,158 -17%
EI
134
Ellevest Inc
New York
$2.24M +$333K +11,110 +17%
3C
135
361 Capital
Colorado
$2.21M -$41.1K -1,370 -2%
RF
136
RHS Financial
California
$2.21M +$815K +27,164 +59%
Deutsche Bank
137
Deutsche Bank
Germany
$2.17M +$2.1M +70,042 +3,086%
RC
138
Roundview Capital
New Jersey
$2.12M -$52K -1,734 -2%
CRWM
139
Castle Rock Wealth Management
California
$2.1M +$1.37M +44,590 +190%
FA
140
FC Advisory
Pennsylvania
$2.1M -$16.3K -542 -0.8%
TCM
141
Tran Capital Management
California
$2.08M -$60.2K -2,006 -3%
SC
142
Slow Capital
California
$2.05M +$26.5K +882 +1%
BC
143
Burleson & Co
California
$2.05M -$57.8K -1,878 -3%
FNC
144
First National Corp
Massachusetts
$1.97M -$61.9K -2,064 -3%
EWM
145
Elmwood Wealth Management
California
$1.96M +$1.96M +65,334 New
BIP
146
Blueprint Investment Partners
North Carolina
$1.89M +$116K +3,870 +7%
EWM
147
Empirical Wealth Management
Washington
$1.89M -$130K -4,340 -6%
MCM
148
Mengis Capital Management
Oregon
$1.87M +$240K +8,000 +15%
AWM
149
Adams Wealth Management
Utah
$1.87M +$63.8K +2,126 +4%
DADC
150
D.A. Davidson & Co
Montana
$1.86M +$208K +6,932 +13%
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