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Schwab US TIPS ETF
SCHP

Overview Fund Activity

42 hedge funds and large institutions have $74.4M invested in Schwab US TIPS ETF in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
12
Increased
10
Reduced
18
Closed
7
Calls
–
Puts
$211K
Net Calls
-$211K
Net Calls Change
-$211K

Top Buyers

1
EWM
1
Empirical Wealth Management
Washington
$22.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.59M
3
BCM
3
Bluefin Capital Management
New York
$1.79M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.02M
5
Charles Schwab
5
Charles Schwab
California
$2.19M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$1.9M
2
CSIA
2
Charles Schwab Investment Advisory
California
$17.9M
3
BIT
3
BlackRock Institutional Trust
California
$0
4
CA
4
Callahan Advisors
Texas
$2.02M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$250K -$15.3K -580 -6%
Bank of America
27
Bank of America
North Carolina
$166K +$100K +3,786 +151%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$148K -$13.7K -520 -8%
Invesco
29
Invesco
Georgia
$143K +$143K +5,408 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$92K +$23.4K +886 +34%
U
31
UBS
Switzerland
$82K -$47.8K -1,816 -37%
Morgan Stanley
32
Morgan Stanley
New York
$82K +$82K +3,096 New
PCTC
33
Perkins Coie Trust Company
Washington
$53K +$53K +2,000 New
Citigroup
34
Citigroup
New York
$34K +$34K +1,276 New
PSI
35
Pinnacle Summer Investments
Virginia
$26K – – –
WA
36
WFG Advisors
Texas
$25K +$25K +940 New
Ameriprise
37
Ameriprise
Minnesota
$21K -$17.7K -688 -46%
AA
38
Apriem Advisors
California
$12K -$11.3K -418 -49%
TRCT
39
Tower Research Capital (TRC)
New York
$10K +$10K +386 New
Wells Fargo
40
Wells Fargo
California
$8K -$159K -6,202 -95%
VIA
41
Vantage Investment Advisors
Pennsylvania
$1K +$1K +24 New
FBT
42
Founders Bank & Trust
Michigan
$1K +$1K +54 New
BIT
43
BlackRock Institutional Trust
California
– -$484K -17,898 Closed
AI
44
Atria Investments
North Carolina
– -$225K -8,322 Closed
SFPIA
45
Stevens First Principles Investment Advisors
California
– -$73K -2,700 Closed
DADC
46
D.A. Davidson & Co
Montana
– -$18K -700 Closed
CDIA
47
Capital Directions Investment Advisors
Georgia
– -$14K -510 Closed
S
48
SignatureFD
Georgia
– -$4K -132 Closed
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