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Schwab US TIPS ETF
SCHP

Overview Fund Activity

317 hedge funds and large institutions have $4.61B invested in Schwab US TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+13
Holders Change %
+4.28%
% of All Funds
6.87%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
50
Increased
123
Reduced
93
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.19B
2
AssetMark Inc
AssetMark Inc
California
$69.2M
3
FEG
Fund Evaluation Group
Ohio
$43.8M
4
NA
NextCapital Advisers
Illinois
$41.1M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$235M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$554M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$141M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$34.3M
4
MIH
Madison Investment Holdings
Wisconsin
$57.6M
5
Jane Street
Jane Street
New York
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
226
Perigon Wealth Management
California
$241K +$241K +8,750 New
WIC
227
Whitegate Investment Counselors
New Hampshire
$237K +$8.76K +318 +4%
NDSI
228
Newman Dignan & Sheerar Inc
Rhode Island
$234K -$5.51K -200 -2%
JHCP
229
Jackson Hole Capital Partners
Oklahoma
$226K – – –
AIM
230
Advantage Investment Management
Iowa
$226K +$119K +4,314 +111%
FMC
231
First Merchants Corp
Indiana
$223K +$223K +8,100 New
AAM
232
Advisors Asset Management
Colorado
$210K +$41.8K +1,518 +25%
FAIM
233
Financial Advocates Investment Management
Washington
$205K +$205K +7,438 New
Fidelity Investments
234
Fidelity Investments
Massachusetts
$204K +$199K +7,208 +3,715%
SWM
235
Stockman Wealth Management
Montana
$203K -$328K -11,950 -62%
SF
236
Synovus Financial
Georgia
$190K +$190K +6,930 New
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$177K +$14.9K +542 +9%
RCG
238
Ruggie Capital Group
Florida
$167K -$130K -4,736 -44%
FANJ
239
Financial Architects (New Jersey)
New Jersey
$164K -$12.1K -438 -7%
FGAM
240
Financial Gravity Asset Management
Texas
$160K +$160K +5,854 New
PFBT
241
Parkside Financial Bank & Trust
Missouri
$153K – – –
IAS
242
IMA Advisory Services
Colorado
$141K +$89.3K +3,252 +173%
CAM
243
Cresset Asset Management
Illinois
$141K +$141K +5,132 New
LYV
244
Live Your Vision
Pennsylvania
$138K -$710K -25,918 -84%
GWA
245
Guidant Wealth Advisors
Illinois
$109K +$109K +3,950 New
CMO
246
Covenant Multifamily Offices
Texas
$108K +$108K +3,936 New
CFD
247
Creative Financial Designs
Indiana
$102K -$161K -5,844 -61%
BAM
248
Barrett Asset Management
New York
$100K -$5.53K -200 -5%
NFG
249
Next Financial Group
Texas
$99K -$201K -7,314 -67%
NFH
250
NEXT Financial Holdings
Texas
$99K +$99K +3,600 New
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10
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