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Schwab US TIPS ETF
SCHP

Overview Fund Activity

336 hedge funds and large institutions have $6.82B invested in Schwab US TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+20
Holders Change %
+6.33%
% of All Funds
7.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.59%
New
48
Increased
149
Reduced
94
Closed
26
Calls
–
Puts
$249K
Net Calls
-$249K
Net Calls Change
-$249K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$537M
2
RBA
2
Richard Bernstein Advisors
New York
$361M
3
UBS Group
3
UBS Group
Switzerland
$240M
4
Ameriprise
4
Ameriprise
Minnesota
$214M
5
CSIA
5
Charles Schwab Investment Advisory
California
$2.52B

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$141M
2
Jane Street
2
Jane Street
New York
$705K
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$607M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
MIH
5
Madison Investment Holdings
Wisconsin
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
151
WealthPLAN Partners
Nebraska
$867K -$37.9K -1,342 -4%
VV
152
Valentine Ventures
Oregon
$861K -$56.3K -1,984 -6%
MA
153
Mutual Advisors
Nebraska
$849K -$40.5K -1,428 -5%
FAAS
154
First Allied Advisory Services
California
$848K +$397K +13,944 +88%
AG
155
Advisor Group
Arizona
$824K +$282K +9,920 +52%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$805K -$1.99K -70 -0.2%
CWM
157
Cabot Wealth Management
Massachusetts
$802K -$21.7K -764 -3%
ASN
158
Advisory Services Network
Georgia
$801K – – –
SWM
159
SigFig Wealth Management
California
$798K +$74.9K +2,642 +10%
SC
160
Savant Capital
Illinois
$789K +$2.84K +100 +0.4%
EWA
161
Exencial Wealth Advisors
Oklahoma
$774K +$38.9K +1,372 +5%
ACA
162
Atlas Capital Advisors
Wyoming
$769K +$128K +4,510 +20%
ZF
163
Zhang Financial
Michigan
$764K – – –
CA
164
Callahan Advisors
Texas
$742K -$51.7K -1,822 -7%
CSIC
165
Clifford Swan Investment Counsel
California
$739K – – –
GFPC
166
Global Financial Private Capital
Florida
$736K -$53.1K -1,872 -7%
CRWM
167
Castle Rock Wealth Management
California
$726K -$198K -7,036 -21%
AFP
168
Ausdal Financial Partners
Iowa
$717K +$50.7K +1,786 +8%
BUB
169
BBVA USA Bancshares
Texas
$716K +$8.75K +308 +1%
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$709K +$709K +24,964 New
Jane Street
171
Jane Street
New York
$705K -$19.8M -696,670 -97%
KAM
172
Knightsbridge Asset Management
California
$703K -$39.4K -1,388 -5%
KWM
173
Kingsview Wealth Management
Oregon
$699K +$67K +2,358 +11%
CMBA
174
C.M. Bidwell & Associates
Hawaii
$697K +$24.6K +866 +4%
Invesco
175
Invesco
Georgia
$682K -$150K -5,278 -18%
5 6
7
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