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Schwab US TIPS ETF
SCHP

Overview Fund Activity

244 hedge funds and large institutions have $1.5B invested in Schwab US TIPS ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
244
Holders Change
+43
Holders Change %
+21.39%
% of All Funds
5.54%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
60
Increased
112
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$49.9M
2
AssetMark Inc
2
AssetMark Inc
California
$52.8M
3
CSIA
3
Charles Schwab Investment Advisory
California
$297M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$41.4M
5
FIMG
5
Financial & Investment Management Group
Michigan
$17M

Top Sellers

1
MCM
1
Makena Capital Management
California
$0
2
M&T Bank
2
M&T Bank
New York
$1.87M
3
SBL
3
Sargent Bickham Lagudis
Colorado
$5.03M
4
CLOS
4
Compagnie Lombard Odier SCmA
Switzerland
$0
5
FWM
5
Frontier Wealth Management
Missouri
$4.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CP
226
Corbenic Partners
Pennsylvania
$8K 280 – –
WAP
227
Wealthcare Advisory Partners
Pennsylvania
$8K 300 – –
SWA
228
Sutton Wealth Advisors
Florida
$6.87K 248 – –
HNB
229
Huntington National Bank
Ohio
– – – –
AIP
230
Ameritas Investment Partners
Nebraska
$6K 42 – –
HCM
231
Horrell Capital Management
Arkansas
$5K 164 – –
SSB
232
Sandy Spring Bank
Maryland
$5K 172 – –
CG
233
Cutler Group
California
$5K 200 – –
VCM
234
Virtue Capital Management
Tennessee
$5K 194 +194 New
MFT
235
Moisand Fitzgerald Tamayo
Florida
$3K 100 – –
BTIS
236
BB&T Investment Services
North Carolina
$3K 112 – –
Barclays
237
Barclays
United Kingdom
$3K 122 +122 New
CFN
238
Cordasco Financial Network
Florida
$2K 90 +90 New
OIA
239
OneDigital Investment Advisors
Kansas
$1K 32 -150 -82%
FA
240
Fagan Associates
New York
$731 26,386 +1,100 +4%
AWE
241
Avidian Wealth Enterprises
Texas
$568 20,508 +834 +4%
GEA
242
Glen Eagle Advisors
New Jersey
$222 8 +8 New
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$111 4 +4 New
LGWM
244
Litman Gregory Wealth Management
California
$39 1,410 – –
MCM
245
Makena Capital Management
California
– – -1,161,350 Closed
GS
246
Girard Securities
California
– – -145,310 Closed
CLOS
247
Compagnie Lombard Odier SCmA
Switzerland
– – -123,000 Closed
Jane Street
248
Jane Street
New York
– – -105,752 Closed
AWM
249
AE Wealth Management
Kansas
– – -70,404 Closed
AL
250
Aspiriant LLC
California
– – -59,958 Closed
7 8 9
10
11