SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

488 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 221 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+59
Holders Change %
+13.75%
% of All Funds
8.66%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.03%
New
97
Increased
221
Reduced
105
Closed
33
Calls
$248K
Puts
$1.52M
Net Calls
-$1.27M
Net Calls Change
+$63K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.57B
2
Franklin Resources
2
Franklin Resources
California
$223M
3
M&T Bank
3
M&T Bank
New York
$48.8M
4
NA
4
NextCapital Advisers
Illinois
$136M
5
Charles Schwab
5
Charles Schwab
California
$86.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$194M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.18M
3
Jane Street
3
Jane Street
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$347M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
151
Friedenthal Financial
New Jersey
$3.55M +$776K +25,086 +28%
DADC
152
D.A. Davidson & Co
Montana
$3.54M +$497K +15,996 +16%
AWM
153
Adams Wealth Management
Utah
$3.53M +$470K +15,144 +15%
IAA
154
Ironsides Asset Advisors
North Carolina
$3.44M -$598K -19,280 -15%
MSFS
155
Main Street Financial Solutions
Pennsylvania
$3.36M +$3.36M +108,350 New
AIM
156
Anchor Investment Management
South Carolina
$3.36M +$671K +21,622 +25%
SIAG
157
Signet Investment Advisory Group
Rhode Island
$3.34M +$3.34M +107,696 New
SFS
158
Solitude Financial Services
Virginia
$3.34M +$3.34M +107,634 New
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$3.2M -$520K -16,746 -14%
TCM
160
Tradewinds Capital Management
Washington
$3.18M -$13.3M -429,324 -81%
ACM
161
AlphaStar Capital Management
North Carolina
$3.17M +$410K +13,252 +15%
NCMW
162
Northern Capital Management (Washington)
Washington
$3.14M +$3.14M +101,278 New
MWA
163
Moser Wealth Advisors
Washington
$3.11M +$286K +9,200 +10%
CRWM
164
Castle Rock Wealth Management
California
$3.1M +$315K +10,142 +11%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$3.09M +$1.96M +63,138 +173%
NW
166
NewEdge Wealth
Pennsylvania
$3.05M +$3.05M +98,196 New
EI
167
Ellevest Inc
New York
$3M +$277K +8,916 +10%
WT
168
Washington Trust
Rhode Island
$2.98M +$914K +29,452 +44%
GWMIA
169
Global Wealth Management Investment Advisory
Florida
$2.97M -$312K -10,066 -10%
WLIM
170
White Lighthouse Investment Management
Massachusetts
$2.92M +$250K +8,060 +9%
CIP
171
Capital Insight Partners
Arizona
$2.85M -$34K -1,094 -1%
MA
172
Mutual Advisors
Nebraska
$2.76M +$301K +9,704 +12%
CA
173
Cambridge Associates
Massachusetts
$2.74M – – –
N
174
Natixis
France
$2.61M -$487K -15,678 -16%
RC
175
Roundview Capital
New Jersey
$2.58M +$389K +12,530 +18%
5 6
7
8 9