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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 %
CWM
201
Concentric Wealth Management
California
$848K – – –
Creative Planning
202
Creative Planning
Kansas
$847K -$276K -9,182 -25%
RJA
203
Raymond James & Associates
Florida
$825K -$127K -4,220 -13%
FCM
204
Fortis Capital Management
Washington
$817K +$72.7K +2,422 +10%
PWM
205
Perigon Wealth Management
California
$786K -$28.6K -952 -4%
BUB
206
BBVA USA Bancshares
Texas
$785K -$47.3K -1,576 -6%
CSIC
207
Clifford Swan Investment Counsel
California
$781K – – –
CMBA
208
C.M. Bidwell & Associates
Hawaii
$777K +$69.9K +2,328 +10%
CA
209
Continuum Advisory
Idaho
$764K +$10.6K +352 +1%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$761K +$616K +20,526 +424%
RG
211
Retirement Group
California
$742K +$742K +24,734 New
Mirae Asset Global Investments
212
Mirae Asset Global Investments
South Korea
$738K +$94.9K +3,164 +15%
BIA
213
Bigelow Investment Advisors
Maine
$729K +$10.6K +354 +1%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$728K +$8.11K +270 +1%
PMG
215
ProVise Management Group
Florida
$725K +$366K +12,214 +102%
ACA
216
Atlas Capital Advisors
Wyoming
$709K +$709K +23,640 New
CI
217
Cordant Inc
Oregon
$708K -$9K -300 -1%
RIA
218
Realta Investment Advisors
Delaware
$693K +$89K +2,964 +15%
WP
219
WealthPLAN Partners
Nebraska
$691K -$80.6K -2,634 -10%
FCM
220
Firestone Capital Management
Florida
$681K – – –
SWM
221
SigFig Wealth Management
California
$678K +$4.14K +138 +0.6%
BSW
222
Buckingham Strategic Wealth
Missouri
$665K -$36.9K -1,228 -5%
AWM
223
Aprio Wealth Management
Georgia
$664K – – –
Goldman Sachs
224
Goldman Sachs
New York
$645K +$191K +6,354 +42%
CIA
225
Capital Investment Advisors
Georgia
$634K +$20.8K +692 +3%
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