SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

43 hedge funds and large institutions have $82.3M invested in Schwab US TIPS ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
13
Reduced
17
Closed
5
Calls
–
Puts
$2.46M
Net Calls
-$2.46M
Net Calls Change
-$2.25M

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$3.98M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4M
3
HWA
3
Heritage Wealth Advisors
Virginia
$3.23M
4
EWM
4
Empirical Wealth Management
Washington
$23.9M
5
Charles Schwab
5
Charles Schwab
California
$2.51M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.28M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
BCM
3
Bluefin Capital Management
New York
$400K
4
CA
4
Callahan Advisors
Texas
$1.49M
5
BSB
5
Bangor Savings Bank
Maine
$391K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Perigon Wealth Management
California
$319K +$28.4K +1,050 +10%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$307K +$1.35K +50 +0.4%
BHTS
28
Bar Harbor Trust Services
Maine
$293K -$85K -3,154 -22%
WA
29
Waverly Advisors
Alabama
$235K -$21.3K -788 -8%
BIT
30
BlackRock Institutional Trust
California
$228K +$228K +8,456 New
U
31
UBS
Switzerland
$185K +$101K +3,740 +120%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$146K -$5.4K -200 -4%
Morgan Stanley
33
Morgan Stanley
New York
$100K +$16.1K +594 +19%
Bank of America
34
Bank of America
North Carolina
$91K -$78.5K -2,912 -46%
MFS
35
MSI Financial Services
Massachusetts
$56K +$56K +2,060 New
PCTC
36
Perkins Coie Trust Company
Washington
$54K – – –
PSI
37
Pinnacle Summer Investments
Virginia
$27K – – –
WA
38
WFG Advisors
Texas
$25K – – –
Ameriprise
39
Ameriprise
Minnesota
$22K – – –
AA
40
Apriem Advisors
California
$11K -$1.1K -40 -9%
WAM
41
Wallington Asset Management
Indiana
$11K +$11K +400 New
MCM
42
Manchester Capital Management
Vermont
$5K +$5K +200 New
VIA
43
Vantage Investment Advisors
Pennsylvania
$1K – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$2.02M -76,702 Closed
Citigroup
45
Citigroup
New York
– -$34K -1,276 Closed
TRCT
46
Tower Research Capital (TRC)
New York
– -$10K -386 Closed
Wells Fargo
47
Wells Fargo
California
– -$8K -312 Closed
FBT
48
Founders Bank & Trust
Michigan
– -$1K -54 Closed
1
2