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Schwab US TIPS ETF
SCHP

Overview Fund Activity

336 hedge funds and large institutions have $6.82B invested in Schwab US TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 26 closing their positions.

Holders
336
Holders Change
+20
Holders Change %
+6.33%
% of All Funds
7.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.59%
New
48
Increased
149
Reduced
94
Closed
26
Calls
–
Puts
$249K
Net Calls
-$249K
Net Calls Change
-$249K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$537M
2
RBA
2
Richard Bernstein Advisors
New York
$361M
3
UBS Group
3
UBS Group
Switzerland
$240M
4
Ameriprise
4
Ameriprise
Minnesota
$214M
5
CSIA
5
Charles Schwab Investment Advisory
California
$2.52B

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$141M
2
Jane Street
2
Jane Street
New York
$705K
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$607M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
MIH
5
Madison Investment Holdings
Wisconsin
$58.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.52B 44,448,488 +2,367,981 +6%
VOYA Investment Management
2
VOYA Investment Management
Georgia
$607M 10,693,258 -293,635 -3%
Bank of America
3
Bank of America
North Carolina
$537M 9,456,048 +8,824,156 +1,396%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$536M 9,436,098 +23,113 +0.2%
RBA
5
Richard Bernstein Advisors
New York
$361M 6,361,418 +6,316,196 +13,967%
UBS Group
6
UBS Group
Switzerland
$240M 4,234,634 +3,957,164 +1,426%
Ameriprise
7
Ameriprise
Minnesota
$214M 3,776,006 +3,674,078 +3,605%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$152M 2,682,725 +135,193 +5%
US Bancorp
9
US Bancorp
Minnesota
$141M 2,485,730 -576,632 -19%
UCFA
10
United Capital Financial Advisors
Texas
$110M 1,938,034 +53,540 +3%
MFM
11
MD Financial Management
Ontario, Canada
$105M 1,843,983 +1,843,983 New
WCM
12
Wealthcare Capital Management
Virginia
$74M 1,303,755 +262 +0%
AHSSHC
13
Adventist Health System Sunbelt Healthcare Corp
Florida
$71.5M 1,259,999 +103,370 +9%
NA
14
NextCapital Advisers
Illinois
$69.9M 1,231,937 +256,507 +26%
MIH
15
Madison Investment Holdings
Wisconsin
$58.5M 1,031,015 -207,602 -17%
Wells Fargo
16
Wells Fargo
California
$56M 986,924 +44,065 +5%
UBS AM
17
UBS AM
Illinois
$47M 828,258 +14,458 +2%
FEG
18
Fund Evaluation Group
Ohio
$45.3M 797,836 +720 +0.1%
MIS
19
Morningstar Investment Services
Illinois
$40.8M 719,358 +32,595 +5%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$32.3M 571,555 +41,895 +8%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$26.6M 468,896 -50,060 -10%
HWA
22
Heritage Wealth Advisors
Virginia
$26.6M 467,845 +40,897 +10%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$26.3M 462,606 -3,681 -0.8%
Wealthfront Advisers
24
Wealthfront Advisers
California
$25.3M 446,109 -7,311 -2%
Charles Schwab
25
Charles Schwab
California
$22.6M 397,423 +25,207 +7%
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