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Schwab US TIPS ETF
SCHP

Overview Fund Activity

396 hedge funds and large institutions have $6.63B invested in Schwab US TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+17
Holders Change %
+4.49%
% of All Funds
8.75%
Holding in Top 10
46
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+43.75%
% of All Funds
1.02%
New
63
Increased
129
Reduced
149
Closed
40
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$431K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.2M
2
Bank of America
2
Bank of America
North Carolina
$581M
3
RBA
3
Richard Bernstein Advisors
New York
$409M
4
MFM
4
MD Financial Management
Ontario, Canada
$99.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.52B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$268M
3
UCFA
3
United Capital Financial Advisors
Texas
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$73.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$544M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
151
Modus Advisors
Minnesota
$1.21M +$206K +7,164 +21%
AOWM
152
Alpha Omega Wealth Management
Virginia
$1.21M +$1.21M +41,914 New
FCIM
153
Fairview Capital Investment Management
California
$1.19M -$10.1K -350 -0.8%
VAS
154
Valicenti Advisory Services
New York
$1.17M +$1.17M +40,684 New
NL
155
NEPC LLC
Massachusetts
$1.17M -$139K -4,820 -11%
MA
156
Mutual Advisors
Nebraska
$1.15M +$23.1K +802 +2%
G
157
GenTrust
Florida
$1.14M -$151K -5,250 -12%
PS
158
Portfolio Solutions
Michigan
$1.12M -$711K -24,728 -39%
AFP
159
Ausdal Financial Partners
Iowa
$1.11M +$155K +5,308 +16%
Creative Planning
160
Creative Planning
Kansas
$1.08M -$108K -3,744 -9%
ASN
161
Advisory Services Network
Georgia
$1.06M +$22.4K +780 +2%
CA
162
Cambridge Advisors
Nebraska
$1.05M +$89.2K +3,102 +9%
AA
163
Advisory Alpha
Michigan
$1.03M +$87.8K +3,052 +9%
SA
164
SRH Advisors
Kansas
$1.02M – – –
FA
165
Fagan Associates
New York
$1.01M -$118K -4,102 -10%
DBRC
166
D.B. Root & Company
Pennsylvania
$1M +$347K +12,066 +53%
Comerica Bank
167
Comerica Bank
Texas
$957K -$71.5K -2,408 -7%
AWE
168
Avidian Wealth Enterprises
Texas
$938K +$938K +32,632 New
KWM
169
Kingsview Wealth Management
Oregon
$926K +$110K +3,826 +13%
RJFSA
170
Raymond James Financial Services Advisors
Florida
$922K -$105K -3,658 -10%
TL
171
TrueWealth LLC
Georgia
$913K +$827K +28,752 +958%
RJA
172
Raymond James & Associates
Florida
$912K -$11.8M -410,322 -93%
BFEC
173
Benjamin F. Edwards & Company
Missouri
$909K +$22.6K +784 +3%
WC
174
Waterloo Capital
Texas
$855K +$855K +29,734 New
FAAS
175
First Allied Advisory Services
California
$827K -$46.5K -1,616 -5%
5 6
7
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