SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

411 hedge funds and large institutions have $8.2B invested in Schwab US TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 162 increasing their positions, 119 reducing their positions, and 46 closing their positions.

Holders
411
Holders Change
+15
Holders Change %
+3.79%
% of All Funds
8.45%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.88%
New
65
Increased
162
Reduced
119
Closed
46
Calls
$228K
Puts
$439K
Net Calls
-$211K
Net Calls Change
-$642K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.94B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$338M
3
TCM
3
Tradewinds Capital Management
Washington
$29.2M
4
UBS Group
4
UBS Group
Switzerland
$314M
5
BOPW
5
Brandywine Oak Private Wealth
Pennsylvania
$24.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$96.5M
2
RBA
2
Richard Bernstein Advisors
New York
$107K
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$366M
4
Ameriprise
4
Ameriprise
Minnesota
$24.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.94B 82,267,122 +38,492,005 +88%
VOYA Investment Management
2
VOYA Investment Management
Georgia
$366M 6,102,613 -3,363,208 -36%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$338M 5,635,770 +969,682 +21%
UBS Group
4
UBS Group
Switzerland
$314M 5,237,432 +434,231 +9%
US Bancorp
5
US Bancorp
Minnesota
$143M 2,381,719 +129,378 +6%
Bank of America
6
Bank of America
North Carolina
$96.5M 1,607,498 -8,498,773 -84%
AHSSHC
7
Adventist Health System Sunbelt Healthcare Corp
Florida
$94M 1,565,700 -53,127 -3%
MFM
8
MD Financial Management
Ontario, Canada
$92.8M 1,546,442 -188,974 -11%
NA
9
NextCapital Advisers
Illinois
$72.1M 1,198,965 +189,238 +19%
MIS
10
Morningstar Investment Services
Illinois
$62.9M 1,046,509 +26,414 +3%
Wells Fargo
11
Wells Fargo
California
$61.9M 1,030,976 -34,425 -3%
MAM
12
Madison Asset Management
Wisconsin
$55.4M 922,951 +25,710 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$49.8M 829,726 -451,039 -35%
FEG
14
Fund Evaluation Group
Ohio
$47.9M 797,919 – –
Charles Schwab
15
Charles Schwab
California
$46M 765,904 +9,802 +1%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$40.5M 664,259 +57,563 +9%
AA
17
Alesco Advisors
New York
$39.4M 657,126 +365,735 +126%
AssetMark Inc
18
AssetMark Inc
California
$31.9M 535,554 +300,850 +128%
TCM
19
Tradewinds Capital Management
Washington
$29.2M 486,841 +486,841 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$28.2M 470,352 -871,403 -65%
LFS
21
Lutz Financial Services
Nebraska
$28.2M 469,388 +71,372 +18%
BWA
22
BlueSky Wealth Advisors
North Carolina
$27.4M 455,820 +316,704 +228%
MIM
23
Morningstar Investment Management
Illinois
$26.7M 444,196 +103,127 +30%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$26.5M 441,745 +4,453 +1%
LA
25
LVW Advisors
New York
$25.8M 430,462 +22,602 +6%
1
2 3 4 5