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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 %
EWM
201
Elmwood Wealth Management
California
$2.07M +$2.07M +67,554 New
PA
202
Parallel Advisors
California
$2.01M +$234K +7,670 +13%
SIA
203
Soltis Investment Advisors
Utah
$1.98M +$133K +4,334 +7%
EP
204
Eudaimonia Partners
Tennessee
$1.94M +$1.91M +62,348 +6,198%
KWM
205
Kingsview Wealth Management
Oregon
$1.94M +$299K +9,762 +18%
CFO
206
CVA Family Office
Colorado
$1.92M +$1.45M +47,570 +314%
SWA
207
Stratos Wealth Advisors
Ohio
$1.92M +$1.92M +62,668 New
DAS
208
Dynamic Advisor Solutions
Arizona
$1.91M +$164K +5,368 +9%
PFM
209
Parsec Financial Management
North Carolina
$1.9M +$2.14K +70 +0.1%
SCA
210
STALEY CAPITAL ADVISERS
Pennsylvania
$1.9M – – –
BSB
211
Bangor Savings Bank
Maine
$1.89M +$231K +7,562 +14%
VVP
212
Venture Visionary Partners
Ohio
$1.87M -$28.6K -934 -2%
BAM
213
Baldrige Asset Management
Pennsylvania
$1.86M +$59.9K +1,958 +3%
SC
214
Slow Capital
California
$1.85M -$46.4K -1,392 -2%
IA
215
IFG Advisory
Georgia
$1.84M +$1.84M +60,184 New
HI
216
Harbour Investments
Wisconsin
$1.83M +$1.83M +59,830 New
MWM
217
MinichMacGregor Wealth Management
New York
$1.82M +$1.82M +59,360 New
EWM
218
Empirical Wealth Management
Washington
$1.81M -$157K -5,138 -8%
MCM
219
Mengis Capital Management
Oregon
$1.8M -$27.2K -890 -1%
FCM
220
Fortis Capital Management
Washington
$1.8M +$248K +8,120 +16%
CA
221
Continuum Advisory
Idaho
$1.8M +$232K +7,534 +15%
RCA
222
Reitz Capital Advisors
Michigan
$1.75M +$1.75M +57,150 New
SFP
223
Strategic Financial Planning
Texas
$1.73M +$297K +9,716 +21%
SPC
224
Sigma Planning Corp
Michigan
$1.73M +$285K +9,304 +20%
PIMG
225
Patriot Investment Management Group
Tennessee
$1.67M +$1.67M +54,722 New
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