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Schwab US TIPS ETF
SCHP

Overview Fund Activity

304 hedge funds and large institutions have $4.44B invested in Schwab US TIPS ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 36 closing their positions.

Holders
304
Holders Change
+20
Holders Change %
+7.04%
% of All Funds
6.78%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.47%
New
60
Increased
97
Reduced
113
Closed
36
Calls
$298K
Puts
–
Net Calls
+$298K
Net Calls Change
-$26K

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$220M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$635M
3
WCM
3
Wealthcare Capital Management
Virginia
$67.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$44.3M
5
Wells Fargo
5
Wells Fargo
California
$48.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.98B
2
PAG
2
Pinnacle Advisory Group
Maryland
$1.9M
3
UBS Group
3
UBS Group
Switzerland
$16M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$1.46M
5
MIH
5
Madison Investment Holdings
Wisconsin
$84.7M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
226
One Capital Management
California
$239K 4,490 – –
VCM
227
Vigilant Capital Management
Maine
$237K 4,454 +349 +9%
AIM
228
Avity Investment Management
Connecticut
$234K 4,400 – –
CP
229
Cumberland Partners
Ontario, Canada
$222K 4,160 +4,160 New
WIC
230
Whitegate Investment Counselors
New Hampshire
$221K 4,143 -1,903 -31%
JHCP
231
Jackson Hole Capital Partners
Oklahoma
$218K 4,100 +4,100 New
Koshinski Asset Management
232
Koshinski Asset Management
Illinois
$204K 3,823 -32,474 -89%
AWA
233
Alaska Wealth Advisors
Alaska
$203K 3,806 – –
PG
234
Patten Group
Tennessee
$176K 3,312 -1,330 -29%
FANJ
235
Financial Architects (New Jersey)
New Jersey
$170K 3,198 -3,461 -52%
AAM
236
Advisors Asset Management
Colorado
$163K 3,056 +652 +27%
FGC
237
Financial Gravity Companies
Texas
$158K 2,927 +2,927 New
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$157K 2,942 +1,815 +161%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$148K 2,780 – –
AIM
240
Advantage Investment Management
Iowa
$104K 1,948 +1,948 New
BAM
241
Barrett Asset Management
New York
$102K 1,910 – –
Deutsche Bank
242
Deutsche Bank
Germany
$102K 1,926 +1,926 New
GRP
243
Global Retirement Partners
California
$84K 1,573 -93 -6%
FRA
244
Front Row Advisors
California
$81K 1,514 -159 -10%
TWA
245
TCI Wealth Advisors
Arizona
$77K 1,439 +799 +125%
PA
246
Parallel Advisors
California
$76K 1,445 +191 +15%
APA
247
American Portfolios Advisors
New York
$63.1K 1,186 -328 -22%
PCTC
248
Perkins Coie Trust Company
Washington
$53K 1,000 – –
IAS
249
IMA Advisory Services
Colorado
$50K 942 -11 -1%
BBPWM
250
Blue Bell Private Wealth Management
Pennsylvania
$48K 909 -1,300 -59%
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