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Schwab US TIPS ETF
SCHP

Overview Fund Activity

429 hedge funds and large institutions have $9.19B invested in Schwab US TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 219 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+18
Holders Change %
+4.38%
% of All Funds
8.68%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.97%
New
58
Increased
219
Reduced
78
Closed
32
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
-$1.12M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$213M
2
Franklin Resources
Franklin Resources
California
+$110M
3
Temasek Holdings
Temasek Holdings
Singapore
+$55.7M
4
Wells Fargo
Wells Fargo
California
+$48M
5
UBS Group
UBS Group
Switzerland
+$35.6M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$13.6M
2
Bank of America
Bank of America
North Carolina
-$12.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.9M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$9.3M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$8.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCC
151
Hirtle Callaghan & Co
Pennsylvania
$2.51M -$2.44M – –
TIM
152
Tortoise Investment Management
New York
$2.5M -$73.1K -2,372 -3%
MA
153
Mutual Advisors
Nebraska
$2.44M +$1.11M +36,012 +83%
QAM
154
Q3 Asset Management
Michigan
$2.33M -$375K -12,178 -14%
MNBTD
155
Moody National Bank Trust Division
Texas
$2.28M -$322K -10,456 -12%
FLA
156
Financial Life Advisors
Texas
$2.27M -$5.08M -164,844 -69%
JCIA
157
Jackson Creek Investment Advisors
Colorado
$2.26M +$2.26M +73,262 New
Creative Planning
158
Creative Planning
Kansas
$2.19M +$1.32M +42,922 +152%
RC
159
Roundview Capital
New Jersey
$2.18M -$801 -26 -0%
WCFA
160
Walkner Condon Financial Advisors
Wisconsin
$2.15M +$2.15M +69,890 New
FA
161
FC Advisory
Pennsylvania
$2.15M -$5.79K -188 -0.3%
WT
162
Washington Trust
Rhode Island
$2.05M +$1.99M +64,656 +3,588%
EWM
163
Empirical Wealth Management
Washington
$1.98M +$33.5K +1,088 +2%
AOWM
164
Alpha Omega Wealth Management
Virginia
$1.97M +$429K +13,910 +28%
EWM
165
Elmwood Wealth Management
California
$1.96M – – –
AF
166
Advisornet Financial
Minnesota
$1.94M +$314K +10,182 +19%
MCM
167
Mengis Capital Management
Oregon
$1.92M -$6.16K -200 -0.3%
SCA
168
STALEY CAPITAL ADVISERS
Pennsylvania
$1.91M – – –
PFM
169
Parsec Financial Management
North Carolina
$1.9M +$57.5K +1,866 +3%
SIA
170
Soltis Investment Advisors
Utah
$1.85M +$1.38M +44,616 +288%
AIA
171
Arrow Investment Advisors
Maryland
$1.82M +$36.7K +1,190 +2%
FHB
172
First Hawaiian Bank
Hawaii
$1.81M – – –
BSB
173
Bangor Savings Bank
Maine
$1.81M +$150K +4,866 +9%
BC
174
Burleson & Co
California
$1.79M -$241K -7,906 -12%
ECA
175
Elevated Capital Advisors
Utah
$1.75M +$248K +8,150 +16%
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