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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 %
GRP
251
Global Retirement Partners
California
$94K +$7.23K +262 +8%
MAM
252
Marquette Asset Management
Minnesota
$90K +$90K +3,284 New
FRA
253
Front Row Advisors
California
$83K – – –
APA
254
American Portfolios Advisors
New York
$82.3K +$17K +620 +26%
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$81K +$40.3K +1,462 +99%
PA
256
Parallel Advisors
California
$80K +$55 +2 +0.1%
IA
257
IFP Advisors
Florida
$70K -$213K -7,682 -75%
CWM
258
Cedar Wealth Management
California
$67K +$66.1K +2,420 +7,563%
CFGS
259
Concourse Financial Group Securities
Alabama
$60K +$26.5K +980 +79%
PCTC
260
Perkins Coie Trust Company
Washington
$55K – – –
BFC
261
Bedel Financial Consulting
Indiana
$53K +$6.8K +248 +15%
BBPWM
262
Blue Bell Private Wealth Management
Pennsylvania
$50K – – –
JPLA
263
Joseph P. Lucia & Associates
New York
$47.8K +$47.8K +5,231,726 New
DWM
264
Destination Wealth Management
California
$45K +$3.33K +122 +8%
Deutsche Bank
265
Deutsche Bank
Germany
$43K -$62.5K -2,282 -59%
LWM
266
Lenox Wealth Management
Ohio
$43K +$19.5K +710 +83%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$40K -$243K -7,874 -86%
CHP
268
Cable Hill Partners
Oregon
$40K +$40K +1,460 New
MA
269
MCF Advisors
Kentucky
$35K +$10.8K +386 +44%
OIA
270
Optimum Investment Advisors
Illinois
$33K – – –
GI
271
Gradient Investments
Minnesota
$29K -$612K -22,148 -95%
TFA
272
Toth Financial Advisory
Virginia
$25K – – –
GAM
273
Gemmer Asset Management
California
$22K +$22K +790 New
ClearBridge Investments
274
ClearBridge Investments
New York
$20K – – –
TWA
275
TCI Wealth Advisors
Arizona
$19K -$61.4K -2,198 -76%
9 10
11
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