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Schwab US TIPS ETF
SCHP

Overview Fund Activity

379 hedge funds and large institutions have $7.02B invested in Schwab US TIPS ETF in 2019 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
7.48%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.63%
New
82
Increased
168
Reduced
90
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.71B
2
VOYA Investment Management
VOYA Investment Management
Georgia
$630M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$168M
4
RJA
Raymond James & Associates
Florida
$12.5M
5
AIP
Almanack Investment Partners
Pennsylvania
$13.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$422M
2
UBS AM
UBS AM
Illinois
$0
3
MFM
MD Financial Management
Ontario, Canada
$68.1M
4
Bank of America
Bank of America
North Carolina
$521M
5
AWA
Alaska Wealth Advisors
Alaska
$7.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
151
D.A. Davidson & Co
Montana
$1.26M +$324K +11,428 +35%
AF
152
Advisornet Financial
Minnesota
$1.24M +$109K +3,858 +10%
EWM
153
Elmwood Wealth Management
California
$1.22M +$122K +4,290 +11%
MWA
154
Moser Wealth Advisors
Washington
$1.22M +$1.22M +42,940 New
FCIM
155
Fairview Capital Investment Management
California
$1.18M – – –
Creative Planning
156
Creative Planning
Kansas
$1.17M +$72.7K +2,568 +7%
WCM
157
Weik Capital Management
Pennsylvania
$1.16M +$43.9K +1,550 +4%
PFA
158
Pure Financial Advisors
California
$1.15M -$202K -7,118 -15%
FA
159
Fagan Associates
New York
$1.11M -$21.4K -756 -2%
MA
160
Mutual Advisors
Nebraska
$1.1M +$257K +9,082 +30%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$1.08M +$159K +5,612 +17%
CWM
162
Capital Wealth Management
Rhode Island
$1.06M -$3.17K -112 -0.3%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$1.04M +$233K +8,204 +29%
PPW
164
Parcion Private Wealth
Washington
$1.04M +$1.04M +36,668 New
ASN
165
Advisory Services Network
Georgia
$1.02M +$215K +7,602 +27%
RJFSA
166
Raymond James Financial Services Advisors
Florida
$1.01M +$793K +27,986 +361%
SA
167
SRH Advisors
Kansas
$1.01M – – –
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$1M +$294K +10,376 +42%
Comerica Bank
169
Comerica Bank
Texas
$997K -$215K -7,478 -18%
SC
170
Savant Capital
Illinois
$993K +$206K +7,262 +26%
MA
171
Modus Advisors
Minnesota
$986K +$986K +34,834 New
CA
172
Cambridge Advisors
Nebraska
$950K +$73.1K +2,582 +8%
AFP
173
Ausdal Financial Partners
Iowa
$941K +$215K +7,474 +30%
AA
174
Advisory Alpha
Michigan
$932K +$25.5K +900 +3%
N
175
Natixis
France
$878K -$350K -12,360 -29%
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