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Schwab US TIPS ETF
SCHP

Overview Fund Activity

396 hedge funds and large institutions have $6.63B invested in Schwab US TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 40 closing their positions.

Holders
396
Holders Change
+17
Holders Change %
+4.49%
% of All Funds
8.75%
Holding in Top 10
46
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+43.75%
% of All Funds
1.02%
New
63
Increased
129
Reduced
149
Closed
40
Calls
$431K
Puts
–
Net Calls
+$431K
Net Calls Change
+$431K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.2M
2
Bank of America
2
Bank of America
North Carolina
$581M
3
RBA
3
Richard Bernstein Advisors
New York
$409M
4
MFM
4
MD Financial Management
Ontario, Canada
$99.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.52B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$268M
3
UCFA
3
United Capital Financial Advisors
Texas
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$73.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$544M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.52B 43,775,117 -4,072,979 -9%
Bank of America
2
Bank of America
North Carolina
$581M 10,106,271 +906,047 +10%
VOYA Investment Management
3
VOYA Investment Management
Georgia
$544M 9,465,821 -1,656,913 -15%
RBA
4
Richard Bernstein Advisors
New York
$409M 7,117,065 +832,875 +13%
UBS Group
5
UBS Group
Switzerland
$276M 4,803,201 +421,769 +10%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$268M 4,666,088 -2,780,080 -37%
Ameriprise
7
Ameriprise
Minnesota
$218M 3,779,500 -127,816 -3%
US Bancorp
8
US Bancorp
Minnesota
$130M 2,252,341 -345,629 -13%
MFM
9
MD Financial Management
Ontario, Canada
$99.8M 1,735,416 +532,021 +44%
AHSSHC
10
Adventist Health System Sunbelt Healthcare Corp
Florida
$93.1M 1,618,827 +383,528 +31%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$77.2M 1,341,755 +1,322,614 +6,910%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$73.7M 1,280,765 -1,691,332 -57%
Wells Fargo
13
Wells Fargo
California
$61.3M 1,065,401 +25,882 +2%
MIS
14
Morningstar Investment Services
Illinois
$58.8M 1,020,095 +279,505 +38%
NA
15
NextCapital Advisers
Illinois
$58.2M 1,009,727 -370,890 -27%
MAM
16
Madison Asset Management
Wisconsin
$51.6M 897,241 -246,446 -22%
FEG
17
Fund Evaluation Group
Ohio
$45.9M 797,919 – –
WCM
18
Wealthcare Capital Management
Virginia
$44.5M 774,560 -557,007 -42%
Charles Schwab
19
Charles Schwab
California
$43.5M 756,102 +302,037 +67%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$36.1M 606,696 -15,826 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$35M 608,182 +461,531 +315%
Morgan Stanley
22
Morgan Stanley
New York
$27.5M 478,835 +261,550 +120%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$25.1M 437,292 -16,047 -4%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$24.3M 422,538 -14,454 -3%
LA
25
LVW Advisors
New York
$23.5M 407,860 +103,499 +34%
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