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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 %
PA
201
Parallel Advisors
California
$1.81M +$404K +13,020 +29%
KAS
202
Kestra Advisory Services
Texas
$1.78M +$770K +24,864 +76%
DAS
203
Dynamic Advisor Solutions
Arizona
$1.77M +$774K +24,940 +78%
SC
204
Slow Capital
California
$1.76M – – –
AIA
205
Arrow Investment Advisors
Maryland
$1.73M -$109K -3,510 -6%
BC
206
Burleson & Co
California
$1.71M -$108K -3,478 -6%
WWM
207
WT Wealth Management
Arizona
$1.71M +$14.3K +462 +0.8%
BSB
208
Bangor Savings Bank
Maine
$1.68M -$136K -4,380 -7%
KWM
209
Kingsview Wealth Management
Oregon
$1.66M +$328K +10,576 +25%
AWA
210
Aaron Wealth Advisors
Illinois
$1.64M +$1.64M +52,794 New
Goldman Sachs
211
Goldman Sachs
New York
$1.63M +$642K +20,670 +65%
FHB
212
First Hawaiian Bank
Hawaii
$1.62M -$203K -6,552 -11%
W
213
WealthStone
Ohio
$1.62M – – –
SCA
214
Stokes Capital Advisors
South Carolina
$1.6M +$91.6K +2,952 +6%
FCM
215
Fortis Capital Management
Washington
$1.58M +$254K +8,192 +19%
CA
216
Continuum Advisory
Idaho
$1.58M +$655K +21,096 +71%
WCM
217
Weik Capital Management
Pennsylvania
$1.54M -$120K -3,860 -7%
BA
218
Bennicas & Associates
California
$1.53M – – –
VCM
219
Verde Capital Management
Michigan
$1.53M +$819K +26,396 +115%
CWM
220
Capital Wealth Management
Rhode Island
$1.53M +$52K +1,674 +4%
DPIM
221
Duff & Phelps Investment Management
Illinois
$1.52M – – –
CA
222
Cetera Advisors
Colorado
$1.47M -$39.5K -1,272 -3%
BMCM
223
Burns Matteson Capital Management
New York
$1.47M +$1.47M +47,276 New
SPC
224
Sigma Planning Corp
Michigan
$1.47M +$506K +16,308 +53%
SFP
225
Strategic Financial Planning
Texas
$1.46M +$71.3K +2,298 +5%
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