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Schwab US TIPS ETF
SCHP

Overview Fund Activity

411 hedge funds and large institutions have $8.2B invested in Schwab US TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 162 increasing their positions, 119 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+15
Holders Change %
+3.79%
% of All Funds
8.45%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.88%
New
65
Increased
162
Reduced
119
Closed
46
Calls
$228K
Puts
$439K
Net Calls
-$211K
Net Calls Change
-$642K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.94B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$338M
3
TCM
Tradewinds Capital Management
Washington
$29.2M
4
UBS Group
UBS Group
Switzerland
$314M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$24.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$96.5M
2
RBA
Richard Bernstein Advisors
New York
$107K
3
VOYA Investment Management
VOYA Investment Management
Georgia
$366M
4
Ameriprise
Ameriprise
Minnesota
$24.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
151
STALEY CAPITAL ADVISERS
Pennsylvania
$1.86M +$1.86M +62,000 New
MWA
152
Moser Wealth Advisors
Washington
$1.84M +$417K +13,900 +29%
DPIM
153
Duff & Phelps Investment Management
Illinois
$1.83M -$720K -24,000 -28%
PFM
154
Parsec Financial Management
North Carolina
$1.79M -$25.3K -842 -1%
SC
155
Savant Capital
Illinois
$1.76M +$115K +3,818 +7%
FHB
156
First Hawaiian Bank
Hawaii
$1.76M -$386K -12,874 -18%
AIA
157
Arrow Investment Advisors
Maryland
$1.74M +$1.74M +57,916 New
BAM
158
Baldrige Asset Management
Pennsylvania
$1.68M -$5.94K -198 -0.4%
CA
159
Cetera Advisors
Colorado
$1.64M +$5.16K +172 +0.3%
BSB
160
Bangor Savings Bank
Maine
$1.61M +$772K +25,720 +92%
MOS
161
MGO One Seven
Ohio
$1.6M +$994K +33,138 +164%
AF
162
Advisornet Financial
Minnesota
$1.59M +$293K +9,754 +23%
W
163
WealthStone
Ohio
$1.56M – – –
ECA
164
Elevated Capital Advisors
Utah
$1.53M +$1.53M +49,516 New
AOWM
165
Alpha Omega Wealth Management
Virginia
$1.5M +$245K +8,170 +19%
BlackRock
166
BlackRock
New York
$1.39M +$23.2K +772 +2%
CWM
167
Capital Wealth Management
Rhode Island
$1.39M +$56.1K +1,868 +4%
TSW
168
Thompson Siegel & Walmsley
Virginia
$1.37M – – –
SFP
169
Strategic Financial Planning
Texas
$1.36M -$113K -3,766 -8%
PIMG
170
Patriot Investment Management Group
Tennessee
$1.36M -$51K -1,700 -4%
WCM
171
Weik Capital Management
Pennsylvania
$1.34M +$1.34M +44,640 New
WOSD
172
WFA of San Diego
California
$1.34M +$1.34M +45,334 New
VAS
173
Valicenti Advisory Services
New York
$1.33M +$108K +3,606 +9%
Stifel Financial
174
Stifel Financial
Missouri
$1.33M +$1.08M +36,112 +443%
MA
175
Mutual Advisors
Nebraska
$1.3M +$105K +3,496 +9%
5 6
7
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