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Schwab US TIPS ETF
SCHP

Overview Fund Activity

282 hedge funds and large institutions have $3.97B invested in Schwab US TIPS ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+28
Holders Change %
+11.02%
% of All Funds
6.46%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.41%
New
43
Increased
120
Reduced
80
Closed
14
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.19B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$495M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$68.5M
4
US Bancorp
4
US Bancorp
Minnesota
$174M
5
MIH
5
Madison Investment Holdings
Wisconsin
$99.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.8M
2
Bank of America
2
Bank of America
North Carolina
$30.2M
3
LCC
3
Lincoln Capital Corp
Rhode Island
$5.27M
4
I
4
INVST
Indiana
$1.38M
5
GC
5
Garde Capital
Washington
$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
226
Advisors Asset Management
Colorado
$51K +$41.6K +1,502 +444%
IAS
227
IMA Advisory Services
Colorado
$46K +$46K +1,686 New
PWAG
228
Polaris Wealth Advisory Group
California
$40K – – –
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$40K +$39.2K +1,412 +4,707%
LGWM
230
Litman Gregory Wealth Management
California
$39K – – –
TWA
231
TCI Wealth Advisors
Arizona
$35K -$547 -20 -2%
MFW
232
Mosaic Family Wealth
Missouri
$34K -$2.02K -74 -6%
PCM
233
Peak Capital Management
Colorado
$31K +$31K +1,146 New
VFA
234
Valeo Financial Advisors
Indiana
$27K -$5.23K -192 -16%
CWA
235
Clarus Wealth Advisors
Arizona
$27K +$27K +1,000 New
SEI Investments
236
SEI Investments
Pennsylvania
$26K -$6.16K -228 -19%
PO
237
Private Ocean
California
$24K +$218 +8 +0.9%
AIM
238
Arcadia Investment Management
Michigan
$22K – – –
SPIA
239
Steward Partners Investment Advisory
New York
$21K +$21K +758 New
BC
240
Bartlett & Co
Ohio
$20K +$20K +718 New
BCWM
241
Bartlett & Co Wealth Management
Ohio
$19.7K +$19.7K +718 New
WCM
242
Wealthcare Capital Management
Virginia
$18K – – –
GWM
243
Geneos Wealth Management
Colorado
$16K – – –
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$16K +$16K +572 New
AOWM
245
Alpha Omega Wealth Management
Virginia
$15K – – –
Deutsche Bank
246
Deutsche Bank
Germany
$15K +$15K +532 New
MA
247
MCF Advisors
Kentucky
$14K -$16.4K -586 -54%
MWM
248
MinichMacGregor Wealth Management
New York
$14K – – –
CFC
249
Coyle Financial Counsel
Illinois
$13K +$13K +456 New
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$13K +$13K +470 New
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10
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