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Schwab US TIPS ETF
SCHP

Overview Fund Activity

540 hedge funds and large institutions have $13.1B invested in Schwab US TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 258 increasing their positions, 114 reducing their positions, and 41 closing their positions.

Holders
540
Holders Change
+52
Holders Change %
+10.66%
% of All Funds
9.51%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
99
Increased
258
Reduced
114
Closed
41
Calls
$917K
Puts
$911K
Net Calls
+$6K
Net Calls Change
+$1.27M

Top Buyers

1
QCM
1
Quadratic Capital Management
Connecticut
$2.2B
2
CSIA
2
Charles Schwab Investment Advisory
California
$6.2B
3
Ameriprise
3
Ameriprise
Minnesota
$115M
4
Franklin Resources
4
Franklin Resources
California
$266M
5
Stifel Financial
5
Stifel Financial
Missouri
$55.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$314M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.42M
3
FI
3
FormulaFolio Investments
Michigan
$1.52M
4
MAM
4
Madison Asset Management
Wisconsin
$29.6M
5
PAG
5
Pinnacle Advisory Group
Maryland
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
151
Hamilton Capital
Ohio
$4.38M -$447K -14,622 -9%
ATIA
152
American Trust Investment Advisors
New Hampshire
$4.29M +$2.43M +79,450 +131%
JPLA
153
Joseph P. Lucia & Associates
New York
$4.29M +$372K +12,156 +9%
AWM
154
Adams Wealth Management
Utah
$4.29M +$807K +26,394 +23%
DADC
155
D.A. Davidson & Co
Montana
$4.27M +$789K +25,812 +23%
TW
156
TrinityPoint Wealth
Connecticut
$4.26M +$88.8K +2,904 +2%
HKIM
157
Hayek Kallen Investment Management
Alabama
$4.24M +$4.24M +138,750 New
AIP
158
Almanack Investment Partners
Pennsylvania
$4.2M -$569K -18,604 -12%
EWA
159
Exencial Wealth Advisors
Oklahoma
$4.06M -$261K -8,550 -6%
WCFA
160
Walkner Condon Financial Advisors
Wisconsin
$3.91M +$104K +3,390 +3%
FF
161
Friedenthal Financial
New Jersey
$3.88M +$378K +12,348 +11%
GA
162
Gateway Advisory
New Jersey
$3.87M +$31.4K +1,026 +0.8%
PC
163
Prairiewood Capital
North Dakota
$3.85M +$17.4K +570 +0.5%
MIAS
164
Mason Investment Advisory Services
Virginia
$3.82M +$42.6K +1,392 +1%
AOWM
165
Alpha Omega Wealth Management
Virginia
$3.8M +$1.67M +54,744 +79%
CIM
166
Cambria Investment Management
California
$3.57M +$1.41M +46,230 +66%
MWA
167
Moser Wealth Advisors
Washington
$3.55M +$483K +15,790 +16%
SIAG
168
Signet Investment Advisory Group
Rhode Island
$3.52M +$229K +7,502 +7%
KFGK
169
Keystone Financial Group (Kentucky)
Kentucky
$3.49M +$3.49M +113,996 New
SFS
170
Solitude Financial Services
Virginia
$3.41M +$121K +3,958 +4%
EI
171
Ellevest Inc
New York
$3.41M +$447K +14,614 +15%
PCIG
172
Partners Capital Investment Group
Massachusetts
$3.36M +$3.36M +110,010 New
AF
173
Advisornet Financial
Minnesota
$3.33M +$862K +28,186 +35%
MSFS
174
Main Street Financial Solutions
Pennsylvania
$3.32M +$9.3K +304 +0.3%
IAA
175
Ironsides Asset Advisors
North Carolina
$3.27M -$122K -4,000 -4%
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