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Schwab US TIPS ETF
SCHP

Overview Fund Activity

59 hedge funds and large institutions have $97.5M invested in Schwab US TIPS ETF in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
11
Increased
22
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$17.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.95M
4
MFP
4
Mosaic Financial Partners
California
$1.5M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$775K

Top Sellers

1
EWM
1
Empirical Wealth Management
Washington
$18.9M
2
VKH
2
Virtu KCG Holdings
New York
$277K
3
Goldman Sachs
3
Goldman Sachs
New York
$1.51M
4
BIT
4
BlackRock Institutional Trust
California
$0
5
VCP
5
Vista Capital Partners
Oregon
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Garde Capital
Washington
$370K -$69.1K -2,554 -16%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$360K +$21.6K +800 +6%
SAM
28
SignalPoint Asset Management
Missouri
$358K +$57.5K +2,118 +19%
BSB
29
Bangor Savings Bank
Maine
$336K -$16.8K -620 -5%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$334K +$334K +12,322 New
PI
31
Placemark Investments
Illinois
$315K +$315K +11,624 New
BHTS
32
Bar Harbor Trust Services
Maine
$308K +$8.68K +320 +3%
U
33
UBS
Switzerland
$294K +$11.3K +418 +4%
IFS
34
Ifrah Financial Services
Arkansas
$287K +$3.79K +140 +1%
AF
35
Allworth Financial
California
$287K +$287K +10,580 New
LPL Financial
36
LPL Financial
California
$283K +$69.9K +2,560 +33%
VKH
37
Virtu KCG Holdings
New York
$277K -$1.26M -46,274 -82%
Citigroup
38
Citigroup
New York
$271K +$271K +10,000 New
WA
39
Waverly Advisors
Alabama
$237K +$4.01K +148 +2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$210K +$210K +7,764 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$142K -$4.05K -150 -3%
Wells Fargo
42
Wells Fargo
California
$137K +$13.6K +500 +11%
Morgan Stanley
43
Morgan Stanley
New York
$132K -$5.21K -192 -4%
MFS
44
MSI Financial Services
Massachusetts
$122K +$2.17K +80 +2%
PCTC
45
Perkins Coie Trust Company
Washington
$54K – – –
Bank of America
46
Bank of America
North Carolina
$52K +$30K +1,098 +136%
Ameriprise
47
Ameriprise
Minnesota
$47K +$25K +924 +114%
PSI
48
Pinnacle Summer Investments
Virginia
$27K – – –
WA
49
WFG Advisors
Texas
$25K – – –
WTB
50
Washington Trust Bank
Washington
$19K +$19K +690 New
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2
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