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Schwab US TIPS ETF
SCHP

Overview Fund Activity

429 hedge funds and large institutions have $9.19B invested in Schwab US TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 219 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+18
Holders Change %
+4.38%
% of All Funds
8.68%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.97%
New
58
Increased
219
Reduced
78
Closed
32
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
-$1.12M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.28B
2
Franklin Resources
Franklin Resources
California
$110M
3
Temasek Holdings
Temasek Holdings
Singapore
$55.7M
4
Wells Fargo
Wells Fargo
California
$112M
5
UBS Group
UBS Group
Switzerland
$358M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$16.4M
2
Bank of America
Bank of America
North Carolina
$86.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$17.1M
4
RWA
Redhawk Wealth Advisors
Minnesota
$0
5
VOYA Investment Management
VOYA Investment Management
Georgia
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
176
Slow Capital
California
$1.75M -$356K -11,564 -17%
AAS
177
Avantax Advisory Services
Texas
$1.75M +$1.5M +48,810 +615%
AFP
178
Ausdal Financial Partners
Iowa
$1.73M +$400K +12,996 +30%
BAM
179
Baldrige Asset Management
Pennsylvania
$1.73M +$4.93K +160 +0.3%
WWM
180
WT Wealth Management
Arizona
$1.68M +$1.36M +44,134 +420%
WCM
181
Weik Capital Management
Pennsylvania
$1.65M +$274K +8,900 +20%
W
182
WealthStone
Ohio
$1.6M – – –
VAS
183
Valicenti Advisory Services
New York
$1.6M +$232K +7,532 +17%
DBRC
184
D.B. Root & Company
Pennsylvania
$1.54M +$451K +14,622 +41%
BA
185
Bennicas & Associates
California
$1.52M +$1.52M +49,380 New
DPIM
186
Duff & Phelps Investment Management
Illinois
$1.51M -$370K -12,000 -20%
FFN
187
Focus Financial Network
Minnesota
$1.5M +$1.5M +48,660 New
CA
188
Cetera Advisors
Colorado
$1.5M -$185K -6,002 -11%
SCA
189
Stokes Capital Advisors
South Carolina
$1.5M +$228K +7,400 +18%
CWM
190
Capital Wealth Management
Rhode Island
$1.47M +$38.4K +1,248 +3%
BIP
191
Blueprint Investment Partners
North Carolina
$1.44M -$521K -16,772 -27%
PIMG
192
Patriot Investment Management Group
Tennessee
$1.42M +$25.4K +824 +2%
TSW
193
Thompson Siegel & Walmsley
Virginia
$1.4M – – –
PA
194
Parallel Advisors
California
$1.39M +$1.28M +41,536 +1,149%
BlackRock
195
BlackRock
New York
$1.37M -$54.4K -1,764 -4%
SFP
196
Strategic Financial Planning
Texas
$1.37M -$22.7K -736 -2%
FCIM
197
Fairview Capital Investment Management
California
$1.36M +$81.5K +2,646 +6%
SA
198
SRH Advisors
Kansas
$1.32M +$148K +4,800 +13%
KWM
199
Kingsview Wealth Management
Oregon
$1.32M +$204K +6,608 +18%
FCM
200
Fortis Capital Management
Washington
$1.31M +$473K +15,356 +56%
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