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Schwab US TIPS ETF
SCHP

Overview Fund Activity

540 hedge funds and large institutions have $13.1B invested in Schwab US TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 258 increasing their positions, 114 reducing their positions, and 41 closing their positions.

Holders
540
Holders Change
+52
Holders Change %
+10.66%
% of All Funds
9.51%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
99
Increased
258
Reduced
114
Closed
41
Calls
$917K
Puts
$911K
Net Calls
+$6K
Net Calls Change
+$1.27M

Top Buyers

1
QCM
1
Quadratic Capital Management
Connecticut
$2.2B
2
CSIA
2
Charles Schwab Investment Advisory
California
$6.2B
3
Ameriprise
3
Ameriprise
Minnesota
$115M
4
Franklin Resources
4
Franklin Resources
California
$266M
5
Stifel Financial
5
Stifel Financial
Missouri
$55.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$314M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.42M
3
FI
3
FormulaFolio Investments
Michigan
$1.52M
4
MAM
4
Madison Asset Management
Wisconsin
$29.6M
5
PAG
5
Pinnacle Advisory Group
Maryland
$3.21M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$6.2B 101,429,104 +11,632,793 +13%
QCM
2
Quadratic Capital Management
Connecticut
$2.2B 35,927,717 +22,461,332 +167%
VOYA Investment Management
3
VOYA Investment Management
Georgia
$384M 6,283,158 +51,850 +0.8%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$314M 5,138,917 -457,098 -8%
Franklin Resources
5
Franklin Resources
California
$266M 4,355,906 +763,540 +21%
UBS Group
6
UBS Group
Switzerland
$189M 3,094,807 -23,101 -0.7%
US Bancorp
7
US Bancorp
Minnesota
$179M 2,925,848 +260,809 +10%
NA
8
NextCapital Advisers
Illinois
$163M 2,660,292 +470,863 +22%
Wells Fargo
9
Wells Fargo
California
$118M 1,924,665 -180,514 -9%
Ameriprise
10
Ameriprise
Minnesota
$115M 1,885,308 +1,226,850 +186%
MFM
11
MD Financial Management
Ontario, Canada
$108M 1,876,959 -164,628 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$105M 1,709,702 +403,201 +31%
AA
13
Alesco Advisors
New York
$103M 1,687,637 +253,847 +18%
Bank of America
14
Bank of America
North Carolina
$90.7M 1,482,451 +32,656 +2%
Charles Schwab
15
Charles Schwab
California
$90.3M 1,476,452 +81,165 +6%
Temasek Holdings
16
Temasek Holdings
Singapore
$83.9M 1,371,400 – –
MIS
17
Morningstar Investment Services
Illinois
$65.2M 1,067,155 +17,973 +2%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$56.1M 917,418 +109,942 +14%
Stifel Financial
19
Stifel Financial
Missouri
$55.9M 914,265 +689,807 +307%
FEG
20
Fund Evaluation Group
Ohio
$49.1M 802,619 – –
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$48.5M 793,137 +158,210 +25%
AssetMark Inc
22
AssetMark Inc
California
$47.9M 783,560 -70,124 -8%
BPA
23
Beacon Pointe Advisors
California
$46.7M 763,548 +107,999 +16%
M&T Bank
24
M&T Bank
New York
$46.5M 760,335 -26,102 -3%
LA
25
LVW Advisors
New York
$41.8M 683,442 +3,920 +0.6%
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