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Schwab US TIPS ETF
SCHP

Overview Fund Activity

316 hedge funds and large institutions have $5.2B invested in Schwab US TIPS ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 147 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
6.87%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.48%
New
30
Increased
147
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$619M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.37B
3
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$65.1M
4
Jane Street
4
Jane Street
New York
$20.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$16.4M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$2.74M
2
AssetMark Inc
2
AssetMark Inc
California
$12.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$530M
4
US Bancorp
4
US Bancorp
Minnesota
$172M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
226
Koshinski Asset Management
Illinois
$265K +$50K +1,780 +23%
OCM
227
One Capital Management
California
$262K – – –
LFA
228
Landmark Financial Advisors
Kentucky
$253K +$253K +9,000 New
WIC
229
Whitegate Investment Counselors
New Hampshire
$251K +$8.57K +304 +4%
FAIM
230
Financial Advocates Investment Management
Washington
$250K +$40.2K +1,424 +19%
AIM
231
Avity Investment Management
Connecticut
$248K – – –
VCM
232
Vigilant Capital Management
Maine
$244K -$9.28K -330 -4%
ACM
233
AlphaStar Capital Management
North Carolina
$241K -$405K -14,400 -63%
FMC
234
First Merchants Corp
Indiana
$239K +$11.2K +400 +5%
AIM
235
Advantage Investment Management
Iowa
$237K +$6.19K +220 +3%
AAM
236
Advisors Asset Management
Colorado
$237K +$22.1K +786 +10%
DP
237
Denver PWM
Colorado
$236K +$236K +8,254 New
JHCP
238
Jackson Hole Capital Partners
Oklahoma
$231K – – –
HR
239
Hayden Royal
North Carolina
$211K -$56.5K -2,006 -21%
CAGAS
240
Capital Advisory Group Advisory Services
Minnesota
$211K +$211K +7,500 New
FA
241
FDx Advisors
Illinois
$203K -$385K -13,644 -65%
PO
242
Private Ocean
California
$195K -$276K -9,820 -59%
SF
243
Synovus Financial
Georgia
$195K – – –
FGAM
244
Financial Gravity Asset Management
Texas
$165K – – –
PFBT
245
Parkside Financial Bank & Trust
Missouri
$157K – – –
IAS
246
IMA Advisory Services
Colorado
$154K +$9.4K +334 +7%
FANJ
247
Financial Architects (New Jersey)
New Jersey
$139K -$28.4K -1,010 -17%
HI
248
Hudock Inc
Pennsylvania
$126K -$2.24M -79,832 -95%
GWA
249
Guidant Wealth Advisors
Illinois
$112K +$283 +10 +0.3%
APA
250
American Portfolios Advisors
New York
$110K +$25.8K +916 +31%
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10
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