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Schwab US TIPS ETF
SCHP

Overview Fund Activity

396 hedge funds and large institutions have $6.63B invested in Schwab US TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+17
Holders Change %
+4.49%
% of All Funds
8.75%
Holding in Top 10
46
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+43.75%
% of All Funds
1.02%
New
63
Increased
129
Reduced
149
Closed
40
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$431K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.2M
2
Bank of America
2
Bank of America
North Carolina
$581M
3
RBA
3
Richard Bernstein Advisors
New York
$409M
4
MFM
4
MD Financial Management
Ontario, Canada
$99.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.52B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$268M
3
UCFA
3
United Capital Financial Advisors
Texas
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$73.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$544M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWS
176
Lucia Wealth Services
California
$825K -$913K -31,756 -53%
CWM
177
Concentric Wealth Management
California
$812K -$30.2K -1,050 -4%
ACM
178
AlphaStar Capital Management
North Carolina
$812K +$812K +27,816 New
EWA
179
Exencial Wealth Advisors
Oklahoma
$808K +$37.5K +1,306 +5%
BSB
180
Bangor Savings Bank
Maine
$807K +$199K +6,914 +33%
PWM
181
Perigon Wealth Management
California
$802K +$365K +12,344 +83%
BUB
182
BBVA USA Bancshares
Texas
$798K +$71.1K +2,472 +10%
CSIC
183
Clifford Swan Investment Counsel
California
$749K – – –
WP
184
WealthPLAN Partners
Nebraska
$746K -$94.7K -3,200 -11%
CA
185
Continuum Advisory
Idaho
$724K +$43.4K +1,506 +6%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$722K +$327K +11,396 +83%
DAS
187
Dynamic Advisor Solutions
Arizona
$716K -$3.51K -122 -0.5%
HWMG
188
Hurlow Wealth Management Group
Indiana
$714K +$169K +5,672 +31%
FCM
189
Fortis Capital Management
Washington
$713K +$119K +4,136 +20%
CRWM
190
Castle Rock Wealth Management
California
$695K -$102K -3,458 -13%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$692K -$363K -12,596 -34%
BIA
192
Bigelow Investment Advisors
Maine
$688K +$113K +3,942 +20%
CI
193
Cordant Inc
Oregon
$687K +$48.2K +1,676 +8%
KAM
194
Knightsbridge Asset Management
California
$682K -$28.8K -1,000 -4%
CMBA
195
C.M. Bidwell & Associates
Hawaii
$677K -$15.2K -530 -2%
BSW
196
Buckingham Strategic Wealth
Missouri
$672K -$74K -2,574 -10%
FCM
197
Firestone Capital Management
Florida
$652K – – –
SWM
198
SigFig Wealth Management
California
$646K -$156K -5,434 -19%
AWM
199
Aprio Wealth Management
Georgia
$636K – – –
GFPC
200
Global Financial Private Capital
Florida
$625K -$72.9K -2,532 -10%
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