SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

316 hedge funds and large institutions have $5.2B invested in Schwab US TIPS ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 147 increasing their positions, 84 reducing their positions, and 26 closing their positions.

Holders
316
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
6.87%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.48%
New
30
Increased
147
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$619M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.37B
3
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$65.1M
4
Jane Street
4
Jane Street
New York
$20.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$16.4M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$2.74M
2
AssetMark Inc
2
AssetMark Inc
California
$12.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$530M
4
US Bancorp
4
US Bancorp
Minnesota
$172M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$26.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.37B 42,080,507 +2,225,657 +6%
VOYA Investment Management
2
VOYA Investment Management
Georgia
$619M 10,986,893 +6,721,098 +158%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$530M 9,412,985 -653,461 -6%
US Bancorp
4
US Bancorp
Minnesota
$172M 3,062,362 -646,569 -17%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$143M 2,547,532 -11,270 -0.4%
UCFA
6
United Capital Financial Advisors
Texas
$106M 1,884,494 +30,791 +2%
WCM
7
Wealthcare Capital Management
Virginia
$73.4M 1,303,493 +2,526 +0.2%
MIH
8
Madison Investment Holdings
Wisconsin
$69.7M 1,238,617 +191,203 +18%
AHSSHC
9
Adventist Health System Sunbelt Healthcare Corp
Florida
$65.1M 1,156,629 +1,018,292 +736%
NA
10
NextCapital Advisers
Illinois
$54.9M 975,430 +228,822 +31%
Wells Fargo
11
Wells Fargo
California
$53.1M 942,859 +8,845 +0.9%
UBS AM
12
UBS AM
Illinois
$45.8M 813,800 +175,073 +27%
FEG
13
Fund Evaluation Group
Ohio
$44.9M 797,116 +474 +0.1%
MIS
14
Morningstar Investment Services
Illinois
$38.7M 686,763 -51,116 -7%
Bank of America
15
Bank of America
North Carolina
$35.6M 631,892 +27,382 +5%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$29.7M 529,660 +8,295 +2%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$29.2M 518,956 -104,727 -17%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$26.3M 466,287 -357,140 -43%
Wealthfront Advisers
19
Wealthfront Advisers
California
$25.5M 453,420 +8,119 +2%
HWA
20
Heritage Wealth Advisors
Virginia
$24M 426,948 +15,071 +4%
Charles Schwab
21
Charles Schwab
California
$21M 372,216 +14,155 +4%
Jane Street
22
Jane Street
New York
$20.3M 360,761 +309,989 +611%
SG Americas Securities
23
SG Americas Securities
New York
$16.4M 290,370 +290,370 New
GC
24
Gilbert & Cook
Iowa
$15.8M 280,858 +10,028 +4%
MIM
25
Morningstar Investment Management
Illinois
$15.7M 280,708 +114,804 +69%
1
2 3 4 5