We are live on ! Find out more
SCHP icon

Schwab US TIPS ETF
SCHP

316 hedge funds and large institutions have $5.2B invested in Schwab US TIPS ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 147 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 84

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $4.61B → $5.2B (+$587M)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

1.91% more ownership

Funds ownership: 158.44% → 160.35% (+1.9%)

0% less funds holding

Funds holding: 317 → 316 (-1)

Holders
316
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
6.86%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.48%
New
30
Increased
147
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$372M
2
CSIA
Charles Schwab Investment Advisory
California
+$123M
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$56.4M
4
Jane Street
Jane Street
New York
+$17.2M
5
SG Americas Securities
SG Americas Securities
New York
+$16.1M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$142M
2
AssetMark Inc
AssetMark Inc
California
-$57.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$36.2M
4
US Bancorp
US Bancorp
Minnesota
-$35.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
176
Huber Financial Advisors
Illinois
$592K -$20.4K -738 -3%
CIA
177
Capital Investment Advisors
Georgia
$584K -$27K -974 -4%
RCA
178
Reitz Capital Advisors
Michigan
$553K +$23.5K +850 +5%
GCA
179
Gradient Capital Advisors
California
$549K – – –
AG
180
Advisor Group
Arizona
$539K -$114K -4,110 -18%
WP
181
WealthSource Partners
California
$527K -$635K -22,942 -55%
GC
182
Garde Capital
Washington
$521K +$11.3K +408 +2%
STB
183
S&T Bank
Pennsylvania
$519K – – –
SI
184
Stephens Inc
Arkansas
$510K – – –
GJIC
185
Gamble Jones Investment Counsel
California
$507K – – –
Fidelity Investments
186
Fidelity Investments
Massachusetts
$505K +$292K +10,552 +143%
BJL
187
Brighton Jones LLC
Washington
$487K -$22.9K -826 -5%
RJA
188
Raymond James & Associates
Florida
$484K +$84.1K +3,036 +21%
ONB
189
Old National Bancorp
Indiana
$470K -$448K -16,198 -49%
BSW
190
Buckingham Strategic Wealth
Missouri
$462K +$3.71K +134 +0.8%
FAAS
191
First Allied Advisory Services
California
$446K -$11.4M -412,030 -96%
NL
192
NWAM LLC
Washington
$434K -$15.1K -544 -3%
CFS
193
CRA Financial Services
New Jersey
$431K -$53K -1,914 -11%
IAM
194
Integre Asset Management
New York
$429K +$388 +14 +0.1%
CAN
195
Cetera Advisor Networks
California
$427K -$47.3K -1,710 -10%
JC
196
Jentner Corp
Ohio
$422K -$3.16K -114 -0.8%
FAM
197
Formidable Asset Management
Ohio
$413K +$406K +14,676 New
AFA
198
Arlington Financial Advisors
California
$401K +$47.7K +1,722 +14%
SAM
199
SignalPoint Asset Management
Missouri
$400K -$193K -6,970 -33%
BRWA
200
B. Riley Wealth Advisors
Florida
$399K +$39.9K +1,440 +11%
6 7
8
9 10

SCHP Hedge Fund Activity: Q2 2019 in Review

316 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2019, worth a combined $5.2B — up 13% from $4.61B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SCHP positions and 26 closed out — a net gain of 4 holders — while 147 added to existing stakes and 84 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $372M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $142M.

  • 316 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2019, down from 317 in Q1 2019.
  • Funds reported $5.2B of Schwab US TIPS ETF stock for Q2 2019, up 13% quarter-over-quarter.
  • 30 funds opened new Schwab US TIPS ETF positions in Q2 2019 and 26 closed out, a net change of +4 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2019 was VOYA Investment Management, an estimated $372M added.
  • The largest Schwab US TIPS ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2019.