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Schwab US TIPS ETF
SCHP

Overview Fund Activity

429 hedge funds and large institutions have $9.19B invested in Schwab US TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 219 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+18
Holders Change %
+4.38%
% of All Funds
8.68%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.97%
New
58
Increased
219
Reduced
78
Closed
32
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
-$1.12M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.28B
2
Franklin Resources
Franklin Resources
California
$110M
3
Temasek Holdings
Temasek Holdings
Singapore
$55.7M
4
Wells Fargo
Wells Fargo
California
$112M
5
UBS Group
UBS Group
Switzerland
$358M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$16.4M
2
Bank of America
Bank of America
North Carolina
$86.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$17.1M
4
RWA
Redhawk Wealth Advisors
Minnesota
$0
5
VOYA Investment Management
VOYA Investment Management
Georgia
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
126
McAdam LLC
Pennsylvania
$3.64M +$279K +9,060 +8%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$3.6M – – –
SPIA
128
Steward Partners Investment Advisory
New York
$3.5M -$242K -7,868 -6%
FAAS
129
First Allied Advisory Services
California
$3.44M +$550K +17,852 +19%
GWMIA
130
Global Wealth Management Investment Advisory
Florida
$3.26M +$114K +3,684 +4%
ACP
131
Aviance Capital Partners
Florida
$3.13M +$696K +22,588 +29%
N
132
Natixis
France
$3.07M +$684K +22,206 +29%
AWM
133
Adams Wealth Management
Utah
$3.04M +$1.12M +36,464 +59%
DADC
134
D.A. Davidson & Co
Montana
$3.02M +$1.11M +35,880 +58%
AAP
135
Arax Advisory Partners
Colorado
$3.02M +$191K +6,194 +7%
FF
136
Friedenthal Financial
New Jersey
$2.99M +$109K +3,258 +4%
VA
137
Valmark Advisers
Ohio
$2.98M +$500K +16,232 +20%
RF
138
RHS Financial
California
$2.91M +$644K +20,908 +28%
CIP
139
Capital Insight Partners
Arizona
$2.86M +$70.9K +2,302 +3%
CW
140
CreativeOne Wealth
Kansas
$2.83M +$477K +15,496 +20%
MWA
141
Moser Wealth Advisors
Washington
$2.81M +$917K +29,748 +49%
CRWM
142
Castle Rock Wealth Management
California
$2.75M +$664K +21,628 +32%
ACM
143
AlphaStar Capital Management
North Carolina
$2.74M +$147K +4,796 +6%
CA
144
Cambridge Associates
Massachusetts
$2.72M +$2.72M +88,332 New
EI
145
Ellevest Inc
New York
$2.71M +$407K +13,194 +18%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$2.68M +$2.68M +86,840 New
AIM
147
Anchor Investment Management
South Carolina
$2.67M +$209K +6,768 +8%
Deutsche Bank
148
Deutsche Bank
Germany
$2.65M +$426K +13,824 +19%
WLIM
149
White Lighthouse Investment Management
Massachusetts
$2.65M -$38.5K -1,250 -1%
WCWM
150
Willow Creek Wealth Management
California
$2.64M +$1.58M +51,348 +149%
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