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Schwab US TIPS ETF
SCHP

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

181% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 78

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $8.2B → $9.19B (+$991M)

12% more funds holding in top 10

Funds holding in top 10: 43 → 48 (+5)

4% more funds holding

Funds holding: 411 → 429 (+18)

11.3% less ownership

Funds ownership: 158.13% → 146.83% (-11%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.33M

Holders
429
Holders Change
+18
Holders Change %
+4.38%
% of All Funds
8.66%
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

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$211M
2
Franklin Resources
Franklin Resources
California
+$110M
3
Temasek Holdings
Temasek Holdings
Singapore
+$55.3M
4
Wells Fargo
Wells Fargo
California
+$47.7M
5
UBS Group
UBS Group
Switzerland
+$35.4M

Top Sellers

Rank Fund Capital Flow
1
TCM
Tradewinds Capital Management
Washington
-$13.5M
2
Bank of America
Bank of America
North Carolina
-$12.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.8M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$9.3M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$8.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
151
Hirtle Callaghan & Co
Pennsylvania
$2.51M – – –
TIM
152
Tortoise Investment Management
New York
$2.5M -$72.6K -2,372 -3%
MA
153
Mutual Advisors
Nebraska
$2.44M +$1.1M +36,012 +83%
QAM
154
Q3 Asset Management
Michigan
$2.33M -$373K -12,178 -14%
MNBTD
155
Moody National Bank Trust Division
Texas
$2.28M -$320K -10,456 -12%
FLA
156
Financial Life Advisors
Texas
$2.27M -$5.05M -164,844 -69%
JCIA
157
Jackson Creek Investment Advisors
Colorado
$2.26M +$2.24M +73,262 New
Creative Planning
158
Creative Planning
Kansas
$2.19M +$1.31M +42,922 +152%
RC
159
Roundview Capital
New Jersey
$2.18M -$796 -26 -0%
WCFA
160
Walkner Condon Financial Advisors
Wisconsin
$2.15M +$2.14M +69,890 New
FA
161
FC Advisory
Pennsylvania
$2.15M -$5.76K -188 -0.3%
WT
162
Washington Trust
Rhode Island
$2.05M +$1.98M +64,656 +3,588%
EWM
163
Empirical Wealth Management
Washington
$1.98M +$33.3K +1,088 +2%
AOWM
164
Alpha Omega Wealth Management
Virginia
$1.97M +$426K +13,910 +28%
EWM
165
Elmwood Wealth Management
California
$1.96M – – –
AF
166
Advisornet Financial
Minnesota
$1.94M +$312K +10,182 +19%
MCM
167
Mengis Capital Management
Oregon
$1.92M -$6.13K -200 -0.3%
SCA
168
STALEY CAPITAL ADVISERS
Pennsylvania
$1.91M – – –
PFM
169
Parsec Financial Management
North Carolina
$1.9M +$57.1K +1,866 +3%
SIA
170
Soltis Investment Advisors
Utah
$1.85M +$1.37M +44,616 +288%
AIA
171
Arrow Investment Advisors
Maryland
$1.82M +$36.4K +1,190 +2%
FHB
172
First Hawaiian Bank
Hawaii
$1.81M – – –
BSB
173
Bangor Savings Bank
Maine
$1.81M +$149K +4,866 +9%
BC
174
Burleson & Co
California
$1.79M -$242K -7,906 -12%
ECA
175
Elevated Capital Advisors
Utah
$1.75M +$250K +8,150 +16%
5 6
7
8 9

SCHP Hedge Fund Activity: Q3 2020 in Review

429 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q3 2020, worth a combined $9.19B — up 12% from $8.2B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SCHP positions and 32 closed out — a net gain of 26 holders — while 219 added to existing stakes and 78 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $211M. The largest seller was Tradewinds Capital Management, cutting an estimated $13.5M.

  • 429 institutional investors held Schwab US TIPS ETF (SCHP) as of Q3 2020, up from 411 in Q2 2020.
  • Funds reported $9.19B of Schwab US TIPS ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 58 funds opened new Schwab US TIPS ETF positions in Q3 2020 and 32 closed out, a net change of +26 holders.
  • The largest Schwab US TIPS ETF buyer in Q3 2020 was Charles Schwab Investment Advisory, an estimated $211M added.
  • The largest Schwab US TIPS ETF seller in Q3 2020 was Tradewinds Capital Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2020.