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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 %
LFG
301
LifePlan Financial Group
Ohio
$3K +$158 +6 +6%
DPA
302
Delphi Private Advisors
California
$3K +$3K +104 New
GTAM
303
Global Trust Asset Management
Florida
$2K -$410 -16 -17%
IBOK
304
Independence Bank of Kentucky
Kentucky
$2K – – –
PCP
305
Proficio Capital Partners
Massachusetts
$2K – – –
FMP
306
Financial Management Professionals
Texas
$2K – – –
ADL
307
Asset Dedication LLC
California
$2K – – –
AF
308
Allworth Financial
California
$2K – – –
SFG
309
SevenBridge Financial Group
Pennsylvania
$2K +$1.71K +58 +580%
TL
310
TrueWealth LLC
Georgia
$1K +$1K +20 New
MWM
311
Meridian Wealth Management
Kentucky
$367 +$367 +1,302 New
NDSI
312
Newman Dignan & Sheerar Inc
Rhode Island
$230 -$9 -310 -4%
GEA
313
Glen Eagle Advisors
New Jersey
$225 – – –
CIC
314
Cutler Investment Counsel
Oregon
– -$11.3M -409,450 Closed
CM
315
Columbus Macro
Pennsylvania
– -$10.2M -369,894 Closed
FWM
316
Frontier Wealth Management
Missouri
– -$2.63M -95,482 Closed
Renaissance Technologies
317
Renaissance Technologies
New York
– -$2.37M -86,000 Closed
SGI
318
Summit Global Investments
Utah
– -$2.29M -83,312 Closed
Kovitz Investment Group Partners
319
Kovitz Investment Group Partners
Illinois
– -$1.8M -65,470 Closed
Wolverine Trading
320
Wolverine Trading
Illinois
– -$1.26M -45,664 Closed
FC
321
Financial Consulate
Maryland
– -$925K -33,632 Closed
FTUS
322
Flow Traders U.S.
New York
– -$907K -32,964 Closed
AWA
323
Acorn Wealth Advisors
Michigan
– -$736K -26,878 Closed
JIC
324
Johnson Investment Counsel
Ohio
– -$262K -9,548 Closed
SWM
325
Stockman Wealth Management
Montana
– -$203K -7,390 Closed
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13
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