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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$554M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$141M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$34.3M
4
MIH
4
Madison Investment Holdings
Wisconsin
$57.6M
5
Jane Street
5
Jane Street
New York
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
301
Financial Management Professionals
Texas
$2K – – –
S
302
SignatureFD
Georgia
$2K – – –
ADL
303
Asset Dedication LLC
California
$2K – – –
AF
304
Allworth Financial
California
$2K – – –
SJIM
305
St. Johns Investment Management
Florida
$2K – – –
PFGIA
306
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
GTAM
307
Global Trust Asset Management
Florida
$2K – – –
RFM
308
Royal Fund Management
Florida
$2K +$205 +8 +11%
IBOK
309
Independence Bank of Kentucky
Kentucky
$2K +$2K +66 New
PCP
310
Proficio Capital Partners
Massachusetts
$1K – – –
1IA
311
1834 Investment Advisors
Wisconsin
$1K +$1K +22 New
GEA
312
Glen Eagle Advisors
New Jersey
$220 – – –
Koshinski Asset Management
313
Koshinski Asset Management
Illinois
$210 – – –
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$110 – – –
WCWM
315
Wooster Corthell Wealth Management
Connecticut
– -$13.7M -514,910 Closed
WCM
316
Weatherstone Capital Management
Colorado
– -$5.27M -195,316 Closed
Natixis Advisors
317
Natixis Advisors
Massachusetts
– -$2.75M -103,354 Closed
BFPW
318
BOK Financial Private Wealth
Colorado
– -$2.52M -94,482 Closed
TFA
319
Transamerica Financial Advisors
Florida
– -$2.08M -78,074 Closed
AIP
320
Almanack Investment Partners
Pennsylvania
– -$1.46M -54,840 Closed
CA
321
Clearstead Advisors
Ohio
– -$997K -37,444 Closed
Citadel Advisors
322
Citadel Advisors
Florida
– -$824K -30,966 Closed
WPA
323
West Paces Advisors
Georgia
– -$718K -26,960 Closed
NCM
324
Northwest Capital Management
Oregon
– -$684K -25,698 Closed
S
325
SimplyRich
California
– -$668K -25,094 Closed
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13
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