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Schwab US TIPS ETF
SCHP

Overview Fund Activity

411 hedge funds and large institutions have $8.2B invested in Schwab US TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 162 increasing their positions, 119 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+15
Holders Change %
+3.79%
% of All Funds
8.45%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.88%
New
65
Increased
162
Reduced
119
Closed
46
Calls
$228K
Puts
$439K
Net Calls
-$211K
Net Calls Change
-$642K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.94B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$338M
3
TCM
Tradewinds Capital Management
Washington
$29.2M
4
UBS Group
UBS Group
Switzerland
$314M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$24.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$96.5M
2
RBA
Richard Bernstein Advisors
New York
$107K
3
VOYA Investment Management
VOYA Investment Management
Georgia
$366M
4
Ameriprise
Ameriprise
Minnesota
$24.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
176
Ausdal Financial Partners
Iowa
$1.3M +$153K +5,110 +13%
FCIM
177
Fairview Capital Investment Management
California
$1.24M – – –
HH
178
Hilltop Holdings
Texas
$1.24M +$1.24M +41,200 New
SCA
179
Stokes Capital Advisors
South Carolina
$1.23M -$342K -11,408 -22%
NL
180
NEPC LLC
Massachusetts
$1.22M – – –
SA
181
SRH Advisors
Kansas
$1.15M +$78K +2,600 +7%
CA
182
Cambridge Advisors
Nebraska
$1.09M -$5.4K -180 -0.5%
KWM
183
Kingsview Wealth Management
Oregon
$1.09M +$122K +4,072 +13%
DBRC
184
D.B. Root & Company
Pennsylvania
$1.06M +$20.1K +670 +2%
PS
185
Portfolio Solutions
Michigan
$1.06M -$110K -3,664 -9%
FA
186
Fagan Associates
New York
$1.05M -$3K -100 -0.3%
IWC
187
Integrated Wealth Concepts
Massachusetts
$1.05M +$1.05M +34,904 New
MLM
188
Mount Lucas Management
Pennsylvania
$1.03M +$666K +22,192 +181%
WCWM
189
Willow Creek Wealth Management
California
$1.03M +$538K +17,940 +109%
BFEC
190
Benjamin F. Edwards & Company
Missouri
$1.02M +$72.3K +2,408 +8%
EWA
191
Exencial Wealth Advisors
Oklahoma
$1.01M +$171K +5,696 +20%
WAP
192
Wealthcare Advisory Partners
Pennsylvania
$985K -$286K -9,538 -23%
Comerica Bank
193
Comerica Bank
Texas
$982K -$183 -6 -0%
TL
194
TrueWealth LLC
Georgia
$953K – – –
G
195
GenTrust
Florida
$943K -$246K -8,210 -21%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$913K +$159K +5,298 +21%
ASN
197
Advisory Services Network
Georgia
$911K -$195K -6,482 -18%
SW
198
SVB Wealth
Massachusetts
$904K -$503K -16,764 -36%
FIM
199
Frontier Investment Management
Texas
$898K +$898K +29,922 New
AA
200
Advisory Alpha
Michigan
$872K -$204K -6,814 -19%
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