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Schwab US TIPS ETF
SCHP

Overview Fund Activity

488 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 221 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+59
Holders Change %
+13.75%
% of All Funds
8.66%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.03%
New
97
Increased
221
Reduced
105
Closed
33
Calls
$248K
Puts
$1.52M
Net Calls
-$1.27M
Net Calls Change
+$63K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.57B
2
Franklin Resources
2
Franklin Resources
California
$223M
3
M&T Bank
3
M&T Bank
New York
$48.8M
4
NA
4
NextCapital Advisers
Illinois
$136M
5
Charles Schwab
5
Charles Schwab
California
$86.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$194M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.18M
3
Jane Street
3
Jane Street
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$347M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFMC
126
Curbstone Financial Management Corp
New Hampshire
$5.02M +$518K +16,700 +12%
HC
127
Hamilton Capital
Ohio
$4.89M +$221K +7,130 +5%
AIP
128
Almanack Investment Partners
Pennsylvania
$4.84M -$226K -7,266 -4%
ATWA
129
Arbor Trust Wealth Advisors
Michigan
$4.52M -$5.84K -188 -0.1%
Janus Henderson Group
130
Janus Henderson Group
United Kingdom
$4.5M +$4.5M +144,828 New
EWA
131
Exencial Wealth Advisors
Oklahoma
$4.39M +$105K +3,372 +2%
LGWM
132
Litman Gregory Wealth Management
California
$4.3M +$328K +10,558 +8%
TW
133
TrinityPoint Wealth
Connecticut
$4.25M +$84.7K +2,722 +2%
DP
134
DDD Partners
Washington
$4.21M +$4.21M +135,658 New
RCA
135
Resonant Capital Advisors
Wisconsin
$4.14M +$198K +6,372 +5%
VAS
136
Valicenti Advisory Services
New York
$4.12M +$2.51M +80,964 +156%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$4.11M +$198K +6,370 +5%
VA
138
Valmark Advisers
Ohio
$3.98M +$977K +31,474 +33%
JPLA
139
Joseph P. Lucia & Associates
New York
$3.98M +$271K +8,736 +7%
WCWM
140
Willow Creek Wealth Management
California
$3.9M +$1.23M +39,748 +46%
GA
141
Gateway Advisory
New Jersey
$3.9M +$206K +6,634 +6%
PC
142
Prairiewood Capital
North Dakota
$3.89M +$3.89M +125,312 New
WCFA
143
Walkner Condon Financial Advisors
Wisconsin
$3.87M +$1.7M +54,700 +78%
MIAS
144
Mason Investment Advisory Services
Virginia
$3.84M +$36.1K +1,162 +0.9%
MOS
145
MGO One Seven
Ohio
$3.84M -$1.31M -42,082 -25%
AAP
146
Arax Advisory Partners
Colorado
$3.79M +$750K +24,150 +25%
ACP
147
Aviance Capital Partners
Florida
$3.71M +$551K +17,750 +17%
SPIA
148
Steward Partners Investment Advisory
New York
$3.67M +$147K +4,722 +4%
BlackRock
149
BlackRock
New York
$3.67M +$2.28M +73,478 +165%
SWG
150
Summit Wealth Group
Vermont
$3.56M +$3.56M +114,684 New
4 5
6
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