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Schwab US TIPS ETF
SCHP

316 hedge funds and large institutions have $5.2B invested in Schwab US TIPS ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 147 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 84

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $4.61B → $5.2B (+$587M)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

1.91% more ownership

Funds ownership: 158.44% → 160.35% (+1.9%)

0% less funds holding

Funds holding: 317 → 316 (-1)

Holders
316
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
6.86%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.48%
New
30
Increased
147
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$372M
2
CSIA
Charles Schwab Investment Advisory
California
+$123M
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$56.4M
4
Jane Street
Jane Street
New York
+$17.2M
5
SG Americas Securities
SG Americas Securities
New York
+$16.1M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$142M
2
AssetMark Inc
AssetMark Inc
California
-$57.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$36.2M
4
US Bancorp
US Bancorp
Minnesota
-$35.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
151
Cabot Wealth Management
Massachusetts
$817K -$14.8K -536 -2%
AC
152
Avestar Capital
New York
$807K -$114K -4,100 -12%
RJFSA
153
Raymond James Financial Services Advisors
Florida
$801K -$4.82M -174,004 -86%
ASN
154
Advisory Services Network
Georgia
$801K +$123K +4,460 +19%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$801K +$293K +10,590 +59%
CA
156
Callahan Advisors
Texas
$787K -$355K -12,808 -31%
GFPC
157
Global Financial Private Capital
Florida
$783K +$770K +27,818 New
SC
158
Savant Capital
Illinois
$780K +$767K +27,710 New
ZF
159
Zhang Financial
Michigan
$759K – – –
KAM
160
Knightsbridge Asset Management
California
$736K -$28.2K -1,020 -4%
CSIC
161
Clifford Swan Investment Counsel
California
$733K – – –
EWA
162
Exencial Wealth Advisors
Oklahoma
$729K -$5.7K -206 -0.8%
SWM
163
SigFig Wealth Management
California
$718K +$34.8K +1,256 +5%
IA
164
IFG Advisory
Georgia
$716K +$79.1K +2,856 +12%
VCP
165
Vista Capital Partners
Oregon
$714K -$43.7K -1,578 -6%
BUB
166
BBVA USA Bancshares
Texas
$701K -$200K -7,242 -23%
AAS
167
Avantax Advisory Services
Texas
$668K -$819K -29,572 -56%
CMBA
168
C.M. Bidwell & Associates
Hawaii
$667K -$40.9K -1,476 -6%
AFP
169
Ausdal Financial Partners
Iowa
$659K +$6.04K +218 +0.9%
Baird Financial Group
170
Baird Financial Group
Wisconsin
$651K +$639K +23,094 New
ACA
171
Atlas Capital Advisors
Wyoming
$636K +$312K +11,254 +99%
KWM
172
Kingsview Wealth Management
Oregon
$627K +$124K +4,464 +25%
HR
173
Hardy Reed
Mississippi
$607K – – –
PMG
174
ProVise Management Group
Florida
$600K -$18K -650 -3%
CA
175
Continuum Advisory
Idaho
$600K +$133K +4,812 +29%
5 6
7
8 9

SCHP Hedge Fund Activity: Q2 2019 in Review

316 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2019, worth a combined $5.2B — up 13% from $4.61B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SCHP positions and 26 closed out — a net gain of 4 holders — while 147 added to existing stakes and 84 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $372M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $142M.

  • 316 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2019, down from 317 in Q1 2019.
  • Funds reported $5.2B of Schwab US TIPS ETF stock for Q2 2019, up 13% quarter-over-quarter.
  • 30 funds opened new Schwab US TIPS ETF positions in Q2 2019 and 26 closed out, a net change of +4 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2019 was VOYA Investment Management, an estimated $372M added.
  • The largest Schwab US TIPS ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2019.