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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 %
Mirae Asset Global Investments
201
Mirae Asset Global Investments
South Korea
$617K -$2.14M -74,452 -78%
CWM
202
Cabot Wealth Management
Massachusetts
$614K -$27.5K -958 -4%
SP
203
Successful Portfolios
Florida
$605K -$275K -9,574 -31%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$591K +$591K +20,560 New
CIA
205
Capital Investment Advisors
Georgia
$588K +$23.6K +822 +4%
SPC
206
Sigma Planning Corp
Michigan
$581K +$169K +5,860 +41%
MOS
207
MGO One Seven
Ohio
$580K -$216K -7,502 -27%
RIA
208
Realta Investment Advisors
Delaware
$578K +$37.1K +1,290 +7%
VCP
209
Vista Capital Partners
Oregon
$575K -$86.1K -2,994 -13%
GCA
210
Gradient Capital Advisors
California
$560K -$978 -34 -0.2%
HR
211
Hardy Reed
Mississippi
$550K -$70K -2,434 -11%
MHR
212
Matthew Hamilton Rosenberg
$544K +$544K +18,902 New
PPW
213
Parcion Private Wealth
Washington
$525K -$529K -18,410 -50%
AFA
214
Arlington Financial Advisors
California
$524K +$82.2K +2,856 +19%
FIM
215
Freedom Investment Management
Connecticut
$524K +$524K +18,210 New
SI
216
Stephens Inc
Arkansas
$520K – – –
ZF
217
Zhang Financial
Michigan
$518K -$236K -8,206 -31%
Invesco
218
Invesco
Georgia
$518K -$161K -5,596 -24%
GJIC
219
Gamble Jones Investment Counsel
California
$518K – – –
BJL
220
Brighton Jones LLC
Washington
$513K +$7.14K +248 +1%
GM
221
GeoWealth Management
Illinois
$503K -$76.6K -2,660 -13%
GWMIA
222
Global Wealth Management Investment Advisory
Florida
$502K -$318K -11,038 -39%
HFA
223
Huber Financial Advisors
Illinois
$498K -$17.9K -622 -3%
5L
224
55I LLC
Massachusetts
$494K +$494K +16,710 New
PB
225
Pinnacle Bancorp
Nebraska
$494K +$494K +17,192 New
7 8
9
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