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Schwab US TIPS ETF
SCHP

Overview Fund Activity

540 hedge funds and large institutions have $13.1B invested in Schwab US TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 258 increasing their positions, 114 reducing their positions, and 41 closing their positions.

Holders
540
Holders Change
+52
Holders Change %
+10.66%
% of All Funds
9.51%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
99
Increased
258
Reduced
114
Closed
41
Calls
$917K
Puts
$911K
Net Calls
+$6K
Net Calls Change
+$1.27M

Top Buyers

1
QCM
1
Quadratic Capital Management
Connecticut
$2.2B
2
CSIA
2
Charles Schwab Investment Advisory
California
$6.2B
3
Ameriprise
3
Ameriprise
Minnesota
$115M
4
Franklin Resources
4
Franklin Resources
California
$266M
5
Stifel Financial
5
Stifel Financial
Missouri
$55.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$314M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.42M
3
FI
3
FormulaFolio Investments
Michigan
$1.52M
4
MAM
4
Madison Asset Management
Wisconsin
$29.6M
5
PAG
5
Pinnacle Advisory Group
Maryland
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Altium Wealth Management
New York
$5.75M +$334K +10,928 +6%
CFMC
127
Curbstone Financial Management Corp
New Hampshire
$5.66M +$713K +23,300 +14%
Kovitz Investment Group Partners
128
Kovitz Investment Group Partners
Illinois
$5.41M -$172K -5,620 -3%
HA
129
HC Advisors
Georgia
$5.41M -$109K -3,552 -2%
KC
130
Kingfisher Capital
North Carolina
$5.37M +$195K +6,372 +4%
JFG
131
JMG Financial Group
Illinois
$5.36M +$71.2K +2,328 +1%
RF
132
RHS Financial
California
$5.31M +$293K +9,566 +6%
BWM
133
BCGM Wealth Management
Indiana
$5.04M +$5.04M +163,526 New
VA
134
Valmark Advisers
Ohio
$4.97M +$1.04M +34,120 +27%
WT
135
Washington Trust
Rhode Island
$4.94M +$2.01M +65,630 +68%
Truist Financial
136
Truist Financial
North Carolina
$4.82M -$1.74M -56,880 -27%
Renaissance Technologies
137
Renaissance Technologies
New York
$4.8M -$5.55M -181,400 -54%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$4.73M +$1.69M +55,154 +55%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$4.67M +$624K +20,396 +15%
JWM
140
Jeppson Wealth Management
California
$4.66M -$2.74M -89,762 -37%
ATWA
141
Arbor Trust Wealth Advisors
Michigan
$4.65M +$195K +6,382 +4%
WCWM
142
Willow Creek Wealth Management
California
$4.6M +$764K +25,000 +20%
MA
143
Mutual Advisors
Nebraska
$4.6M +$1.88M +61,514 +69%
DP
144
DDD Partners
Washington
$4.54M +$389K +12,728 +9%
ACP
145
Aviance Capital Partners
Florida
$4.53M +$883K +28,872 +24%
RCA
146
Resonant Capital Advisors
Wisconsin
$4.51M +$440K +14,396 +11%
VAS
147
Valicenti Advisory Services
New York
$4.47M +$408K +13,344 +10%
Janus Henderson Group
148
Janus Henderson Group
United Kingdom
$4.43M +$3.61K +118 +0.1%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$4.42M -$5.22M – –
Citadel Advisors
150
Citadel Advisors
Florida
$4.39M +$4.39M +143,416 New
4 5
6
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