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Schwab US TIPS ETF
SCHP

Overview Fund Activity

51 hedge funds and large institutions have $83.4M invested in Schwab US TIPS ETF in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
51
Holders Change
+8
Holders Change %
+18.6%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
17
Reduced
15
Closed
2
Calls
$201K
Puts
–
Net Calls
+$201K
Net Calls Change
+$2.66M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.59M
2
UCFA
2
United Capital Financial Advisors
Texas
$9.55M
3
W
3
Wealthfront
California
$3.86M
4
EWM
4
Empirical Wealth Management
Washington
$26.3M
5
MFP
5
Mosaic Financial Partners
California
$555K

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$56K
3
Goldman Sachs
3
Goldman Sachs
New York
$1.88M
4
BCM
4
Bluefin Capital Management
New York
$0
5
VKH
5
Virtu KCG Holdings
New York
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$348K +$31.6K +1,136 +10%
SAM
27
SignalPoint Asset Management
Missouri
$309K -$37.5K -1,346 -11%
BHTS
28
Bar Harbor Trust Services
Maine
$308K +$4.58K +164 +2%
IFS
29
Ifrah Financial Services
Arkansas
$291K -$53.7K -1,930 -16%
U
30
UBS
Switzerland
$291K +$100K +3,598 +52%
WA
31
Waverly Advisors
Alabama
$240K -$2.62K -94 -1%
BIT
32
BlackRock Institutional Trust
California
$232K -$3.74K -134 -2%
LPL Financial
33
LPL Financial
California
$217K +$217K +7,798 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$210K +$210K +7,532 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$151K – – –
Morgan Stanley
36
Morgan Stanley
New York
$141K +$38.2K +1,370 +37%
Wells Fargo
37
Wells Fargo
California
$126K +$126K +4,524 New
MFS
38
MSI Financial Services
Massachusetts
$123K +$65.6K +2,356 +114%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$56K -$1.27M -45,258 -96%
PCTC
40
Perkins Coie Trust Company
Washington
$56K – – –
PSI
41
Pinnacle Summer Investments
Virginia
$28K – – –
WA
42
WFG Advisors
Texas
$26K – – –
Bank of America
43
Bank of America
North Carolina
$23K -$73K -2,566 -76%
Ameriprise
44
Ameriprise
Minnesota
$23K – – –
AA
45
Apriem Advisors
California
$11K – – –
PO
46
Private Ocean
California
$9K +$9K +330 New
MA
47
MUFG Americas
New York
$4K +$4K +130 New
WAM
48
Wallington Asset Management
Indiana
$3K -$7.91K -290 -73%
HCM
49
Horrell Capital Management
Arkansas
$2K +$2K +60 New
VIA
50
Vantage Investment Advisors
Pennsylvania
$1K – – –
1
2
3