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Schwab US TIPS ETF
SCHP

Overview Fund Activity

540 hedge funds and large institutions have $13.1B invested in Schwab US TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 258 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+52
Holders Change %
+10.66%
% of All Funds
9.51%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
99
Increased
258
Reduced
114
Closed
41
Calls
$917K
Puts
$911K
Net Calls
+$6K
Net Calls Change
+$1.27M

Top Buyers

1
QCM
Quadratic Capital Management
Connecticut
$2.2B
2
CSIA
Charles Schwab Investment Advisory
California
$6.2B
3
Ameriprise
Ameriprise
Minnesota
$115M
4
Franklin Resources
Franklin Resources
California
$266M
5
Stifel Financial
Stifel Financial
Missouri
$55.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$314M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$8.42M
3
FI
FormulaFolio Investments
Michigan
$1.52M
4
MAM
Madison Asset Management
Wisconsin
$29.6M
5
PAG
Pinnacle Advisory Group
Maryland
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
176
Destiny Wealth Partners
Florida
$3.27M -$13.8M -452,788 -81%
BRWA
177
B. Riley Wealth Advisors
Florida
$3.23M +$2.71M +88,510 +522%
PAG
178
Pinnacle Advisory Group
Maryland
$3.21M -$16.6M -542,080 -84%
AWM
179
AE Wealth Management
Kansas
$3.17M -$13.2M -430,268 -81%
KAS
180
Kestra Advisory Services
Texas
$3.08M +$1.32M +43,136 +75%
QAM
181
Q3 Asset Management
Michigan
$3.08M +$3.08M +100,570 New
NCMW
182
Northern Capital Management (Washington)
Washington
$3.07M -$23.4K -764 -0.8%
MOS
183
MGO One Seven
Ohio
$3.07M -$704K -23,038 -19%
RC
184
Roundview Capital
New Jersey
$3.01M +$463K +15,142 +18%
CIP
185
Capital Insight Partners
Arizona
$3M +$192K +6,274 +7%
WLIM
186
White Lighthouse Investment Management
Massachusetts
$2.91M +$29.2K +956 +1%
FAM
187
Formidable Asset Management
Ohio
$2.81M +$1.53M +50,170 +120%
HNW
188
High Note Wealth
Minnesota
$2.68M +$293K +9,592 +12%
LAIC
189
Lederer & Associates Investment Counsel
California
$2.59M +$2.13M +69,550 +459%
FA
190
Fagan Associates
New York
$2.57M +$1.42M +46,530 +124%
FNC
191
First National Corp
Massachusetts
$2.5M +$462K +15,100 +23%
N
192
Natixis
France
$2.46M -$109K -3,550 -4%
GWMIA
193
Global Wealth Management Investment Advisory
Florida
$2.44M -$487K -15,934 -17%
SSWM
194
Sheets Smith Wealth Management
North Carolina
$2.38M -$141K -4,596 -6%
JCIA
195
Jackson Creek Investment Advisors
Colorado
$2.3M -$131K -4,286 -5%
MNBTD
196
Moody National Bank Trust Division
Texas
$2.26M – – –
BC
197
Burleson & Co
California
$2.23M +$545K +17,828 +32%
DI
198
DAGCO Inc
Ohio
$2.18M +$1.82M +59,448 +500%
AFP
199
Ausdal Financial Partners
Iowa
$2.13M +$195K +6,386 +10%
LGWM
200
Litman Gregory Wealth Management
California
$2.1M -$2.14M -69,830 -50%
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