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Schwab US TIPS ETF
SCHP

Overview Fund Activity

429 hedge funds and large institutions have $9.19B invested in Schwab US TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 219 increasing their positions, 78 reducing their positions, and 32 closing their positions.

Holders
429
Holders Change
+18
Holders Change %
+4.38%
% of All Funds
8.68%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.97%
New
58
Increased
219
Reduced
78
Closed
32
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
-$1.12M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.28B
2
Franklin Resources
2
Franklin Resources
California
$110M
3
Temasek Holdings
3
Temasek Holdings
Singapore
$55.7M
4
Wells Fargo
4
Wells Fargo
California
$112M
5
UBS Group
5
UBS Group
Switzerland
$358M

Top Sellers

1
TCM
1
Tradewinds Capital Management
Washington
$16.4M
2
Bank of America
2
Bank of America
North Carolina
$86.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$17.1M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$0
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$368M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$5.28B 85,717,751 +3,450,629 +4%
VOYA Investment Management
2
VOYA Investment Management
Georgia
$368M 5,967,164 -135,449 -2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$368M 5,951,584 +315,814 +6%
UBS Group
4
UBS Group
Switzerland
$358M 5,814,781 +577,349 +11%
US Bancorp
5
US Bancorp
Minnesota
$154M 2,504,278 +122,559 +5%
Wells Fargo
6
Wells Fargo
California
$112M 1,809,407 +778,431 +76%
Franklin Resources
7
Franklin Resources
California
$110M 1,790,401 +1,790,101 +596,700%
AHSSHC
8
Adventist Health System Sunbelt Healthcare Corp
Florida
$96.6M 1,566,772 +1,072 +0.1%
MFM
9
MD Financial Management
Ontario, Canada
$93.9M 1,523,524 -22,918 -1%
NA
10
NextCapital Advisers
Illinois
$86.9M 1,407,243 +208,278 +17%
Bank of America
11
Bank of America
North Carolina
$86.5M 1,404,192 -203,306 -13%
AA
12
Alesco Advisors
New York
$73M 1,185,173 +528,047 +80%
MIS
13
Morningstar Investment Services
Illinois
$72.3M 1,170,571 +124,062 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$65.7M 1,065,720 +235,994 +28%
MAM
15
Madison Asset Management
Wisconsin
$59.4M 963,148 +40,197 +4%
Temasek Holdings
16
Temasek Holdings
Singapore
$55.7M 903,300 +903,300 New
Charles Schwab
17
Charles Schwab
California
$50M 810,601 +44,697 +6%
FEG
18
Fund Evaluation Group
Ohio
$48.9M 793,919 -4,000 -0.5%
AssetMark Inc
19
AssetMark Inc
California
$48.9M 792,803 +257,249 +48%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$46.7M 758,791 +94,532 +14%
LA
21
LVW Advisors
New York
$40.1M 650,210 +219,748 +51%
Jane Street
22
Jane Street
New York
$33.6M 545,012 +265,488 +95%
Ameriprise
23
Ameriprise
Minnesota
$32.9M 534,280 +123,056 +30%
LFS
24
Lutz Financial Services
Nebraska
$32.1M 520,384 +50,996 +11%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$30.8M 500,452 +58,707 +13%
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