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Schwab US TIPS ETF
SCHP

Overview Fund Activity

379 hedge funds and large institutions have $7.02B invested in Schwab US TIPS ETF in 2019 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 33 closing their positions.

Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
7.48%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.63%
New
82
Increased
168
Reduced
90
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.71B
2
MAM
2
Madison Asset Management
Wisconsin
$64.8M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$630M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$168M
5
MAM
5
Marotta Asset Management
Virginia
$14.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$422M
2
UBS AM
2
UBS AM
Illinois
$0
3
MFM
3
MD Financial Management
Ontario, Canada
$68.1M
4
Bank of America
4
Bank of America
North Carolina
$521M
5
AWA
5
Alaska Wealth Advisors
Alaska
$7.56M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.71B 47,848,096 +3,399,608 +8%
VOYA Investment Management
2
VOYA Investment Management
Georgia
$630M 11,122,734 +429,476 +4%
Bank of America
3
Bank of America
North Carolina
$521M 9,200,224 -255,824 -3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$422M 7,446,168 -1,989,930 -21%
RBA
5
Richard Bernstein Advisors
New York
$356M 6,284,190 -77,228 -1%
UBS Group
6
UBS Group
Switzerland
$248M 4,381,432 +146,798 +3%
Ameriprise
7
Ameriprise
Minnesota
$221M 3,907,316 +131,310 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$168M 2,972,097 +289,372 +11%
US Bancorp
9
US Bancorp
Minnesota
$147M 2,597,970 +112,240 +5%
UCFA
10
United Capital Financial Advisors
Texas
$113M 1,988,472 +50,438 +3%
NA
11
NextCapital Advisers
Illinois
$78.2M 1,380,617 +148,680 +12%
WCM
12
Wealthcare Capital Management
Virginia
$75.4M 1,331,567 +27,812 +2%
AHSSHC
13
Adventist Health System Sunbelt Healthcare Corp
Florida
$70M 1,235,299 -24,700 -2%
MFM
14
MD Financial Management
Ontario, Canada
$68.1M 1,203,395 -640,588 -35%
MAM
15
Madison Asset Management
Wisconsin
$64.8M 1,143,687 +1,143,687 New
Wells Fargo
16
Wells Fargo
California
$58.9M 1,039,519 +52,595 +5%
FEG
17
Fund Evaluation Group
Ohio
$45.2M 797,919 +83 +0%
MIS
18
Morningstar Investment Services
Illinois
$41.9M 740,590 +21,232 +3%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$35.3M 622,522 +50,967 +9%
HWA
20
Heritage Wealth Advisors
Virginia
$29.1M 514,587 +46,742 +10%
Wealthfront Advisers
21
Wealthfront Advisers
California
$27.1M 478,659 +32,550 +7%
Charles Schwab
22
Charles Schwab
California
$25.7M 454,065 +56,642 +14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$25.7M 453,339 -9,267 -2%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$24.7M 436,992 -31,904 -7%
FM
25
Foster & Motley
Ohio
$19M 335,922 +32,845 +11%
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