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Schwab US TIPS ETF
SCHP

Overview Fund Activity

77 hedge funds and large institutions have $218M invested in Schwab US TIPS ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
13
Increased
32
Reduced
18
Closed
10
Calls
–
Puts
$384K
Net Calls
-$384K
Net Calls Change
-$69K

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$9.86M
2
UCFA
2
United Capital Financial Advisors
Texas
$58.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$57.8M
4
Bank of America
4
Bank of America
North Carolina
$5.69M
5
Jane Street
5
Jane Street
New York
$4.64M

Top Sellers

1
FWM
1
Frontier Wealth Management
Missouri
$4.81M
2
EWM
2
Empirical Wealth Management
Washington
$6.15M
3
VKH
3
Virtu KCG Holdings
New York
$0
4
FC
4
Financial Consulate
Maryland
$391K
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.62M +$1.62M +58,936 New
BSW
27
Buckingham Strategic Wealth
Missouri
$1.53M -$533K -19,402 -26%
AA
28
Alesco Advisors
New York
$1.25M +$33.7K +1,226 +3%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$1.05M +$1.05M +38,180 New
VCP
30
Vista Capital Partners
Oregon
$995K +$17.3K +628 +2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$901K +$200K +7,272 +28%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$852K -$104K -3,784 -11%
VV
33
Valentine Ventures
Oregon
$798K +$6.86K +250 +0.9%
3AM
34
3D Asset Management
Connecticut
$733K -$34.3K -1,250 -4%
LPL Financial
35
LPL Financial
California
$718K +$416K +15,042 +138%
REMPR
36
Roof Eidam Maycock Peralta (REMP)
California
$697K – – –
PWM
37
Perigon Wealth Management
California
$631K +$32.7K +1,190 +5%
LYV
38
Live Your Vision
Pennsylvania
$577K +$9.5K +346 +2%
SAM
39
SignalPoint Asset Management
Missouri
$512K -$113K -4,110 -18%
AIM
40
Avity Investment Management
Connecticut
$468K – – –
TCM
41
Twele Capital Management
Minnesota
$456K -$18.8K -684 -4%
GC
42
Garde Capital
Washington
$442K -$2.75K -100 -0.6%
BWA
43
Burt Wealth Advisors
Maryland
$408K -$43.1K -1,570 -10%
FC
44
Financial Consulate
Maryland
$391K -$728K -26,496 -65%
Wells Fargo
45
Wells Fargo
California
$389K +$262K +9,528 +206%
BHTS
46
Bar Harbor Trust Services
Maine
$373K +$57.9K +2,104 +18%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$368K +$17.1K +624 +5%
GWM
48
Gupta Wealth Management
California
$350K +$350K +12,742 New
F
49
FutureAdvisor
California
$347K +$347K +12,658 New
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$346K – – –
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