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Schwab US TIPS ETF
SCHP

Overview Fund Activity

488 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 221 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+59
Holders Change %
+13.75%
% of All Funds
8.66%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.03%
New
97
Increased
221
Reduced
105
Closed
33
Calls
$248K
Puts
$1.52M
Net Calls
-$1.27M
Net Calls Change
+$63K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.57B
2
Franklin Resources
2
Franklin Resources
California
$223M
3
M&T Bank
3
M&T Bank
New York
$48.8M
4
NA
4
NextCapital Advisers
Illinois
$136M
5
Charles Schwab
5
Charles Schwab
California
$86.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$194M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.18M
3
Jane Street
3
Jane Street
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$347M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
176
Sheets Smith Wealth Management
North Carolina
$2.56M +$2.56M +82,304 New
HCC
177
Hirtle Callaghan & Co
Pennsylvania
$2.53M -$2.51M – –
TIM
178
Tortoise Investment Management
New York
$2.51M -$4.97K -160 -0.2%
AF
179
Advisornet Financial
Minnesota
$2.5M +$542K +17,466 +28%
JCIA
180
Jackson Creek Investment Advisors
Colorado
$2.46M +$190K +6,134 +8%
BWM
181
Birchcreek Wealth Management
Ohio
$2.45M +$2.45M +78,986 New
HNW
182
High Note Wealth
Minnesota
$2.42M +$2.42M +77,944 New
FA
183
FC Advisory
Pennsylvania
$2.3M +$137K +4,404 +6%
MNBTD
184
Moody National Bank Trust Division
Texas
$2.3M – – –
CIM
185
Cambria Investment Management
California
$2.18M -$4.92M -158,552 -69%
Deutsche Bank
186
Deutsche Bank
Germany
$2.17M -$501K -16,152 -19%
AOWM
187
Alpha Omega Wealth Management
Virginia
$2.16M +$174K +5,604 +9%
BFG
188
Berger Financial Group
Minnesota
$2.15M +$2.15M +69,142 New
FNC
189
First National Corp
Massachusetts
$2.07M -$38.4K -1,236 -2%
ECA
190
Elevated Capital Advisors
Utah
$2.04M +$249K +8,028 +14%
FLA
191
Financial Life Advisors
Texas
$2.01M -$276K -8,910 -12%
EWM
192
Empirical Wealth Management
Washington
$1.99M +$4.84K +156 +0.2%
AFP
193
Ausdal Financial Partners
Iowa
$1.97M +$223K +7,178 +13%
SCA
194
STALEY CAPITAL ADVISERS
Pennsylvania
$1.92M – – –
PFM
195
Parsec Financial Management
North Carolina
$1.92M +$11.5K +372 +0.6%
VVP
196
Venture Visionary Partners
Ohio
$1.92M +$1.92M +62,006 New
ATIA
197
American Trust Investment Advisors
New Hampshire
$1.89M +$1.89M +60,860 New
SIA
198
Soltis Investment Advisors
Utah
$1.88M +$11.7K +378 +0.6%
MCM
199
Mengis Capital Management
Oregon
$1.85M -$74.5K -2,400 -4%
BAM
200
Baldrige Asset Management
Pennsylvania
$1.82M +$83.2K +2,682 +5%
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