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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 %
PFGIA
276
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$19.7K +718 +876%
ClearBridge Investments
277
ClearBridge Investments
New York
$21K – – –
TWA
278
TCI Wealth Advisors
Arizona
$19K – – –
CIR
279
Clear Investment Research
Georgia
$19K – – –
WCM
280
Whitener Capital Management
North Carolina
$15K – – –
CFA
281
Camarda Financial Advisors
Florida
$14K – – –
GWM
282
Geneos Wealth Management
Colorado
$13K +$13K +476 New
VFA
283
Valeo Financial Advisors
Indiana
$12K +$57 +2 +0.5%
CFA
284
Carroll Financial Associates
North Carolina
$12K +$1.75K +66 +17%
AOWM
285
Alpha Omega Wealth Management
Virginia
$10K – – –
OIA
286
OneDigital Investment Advisors
Kansas
$10K +$5.28K +190 +112%
SWP
287
Strategic Wealth Partners
Ohio
$8K +$8K +304 New
CIAS
288
Capital Investment Advisory Services
North Carolina
$7K – – –
TC
289
Truvestments Capital
Florida
$7K – – –
BAM
290
Barrett Asset Management
New York
$6K -$103K -3,420 -94%
APC
291
Aspire Private Capital
North Carolina
$6K +$6K +206 New
HCM
292
Horrell Capital Management
Arkansas
$5K – – –
SSB
293
Sandy Spring Bank
Maryland
$5K – – –
WCG
294
Weaver Consulting Group
California
$5K +$2.19K +84 +78%
LPWM
295
Lake Point Wealth Management
Texas
$4K – – –
SWA
296
Sutton Wealth Advisors
Florida
$3.1K – – –
GSWM
297
Golden State Wealth Management
California
$3K -$230K -9,034 -99%
SFSIG
298
San Francisco Sentry Investment Group
California
$3K – – –
MFT
299
Moisand Fitzgerald Tamayo
Florida
$3K – – –
TFGT
300
TS Financial Group (TSFG)
Illinois
$3K – – –
10 11
12
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