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Schwab US TIPS ETF
SCHP

Overview Fund Activity

78 hedge funds and large institutions have $253M invested in Schwab US TIPS ETF in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
8
Increased
35
Reduced
20
Closed
6
Calls
–
Puts
$304K
Net Calls
-$304K
Net Calls Change
+$80K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$21.9M
2
UCFA
2
United Capital Financial Advisors
Texas
$66.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$66M
4
FWM
4
Frontier Wealth Management
Missouri
$10.5M
5
MAA
5
Managed Account Advisors
New Jersey
$5.33M

Top Sellers

1
HWA
1
Heritage Wealth Advisors
Virginia
$0
2
EWM
2
Empirical Wealth Management
Washington
$4.8M
3
Jane Street
3
Jane Street
New York
$3.37M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$725K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$1.2M +$310K +11,430 +35%
BSW
27
Buckingham Strategic Wealth
Missouri
$1.05M -$452K -16,666 -30%
VCP
28
Vista Capital Partners
Oregon
$1.05M +$65.6K +2,422 +7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$821K -$20.1K -740 -2%
VV
30
Valentine Ventures
Oregon
$817K +$28.7K +1,058 +4%
BWA
31
Burt Wealth Advisors
Maryland
$792K +$390K +14,380 +97%
NPC
32
National Planning Corporation
California
$726K +$726K +26,714 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$725K -$872K -32,186 -55%
3AM
34
3D Asset Management
Connecticut
$701K -$22.5K -830 -3%
PWM
35
Perigon Wealth Management
California
$641K +$17.8K +658 +3%
LYV
36
Live Your Vision
Pennsylvania
$606K +$38K +1,408 +7%
SAM
37
SignalPoint Asset Management
Missouri
$512K – – –
LPL Financial
38
LPL Financial
California
$494K -$213K -7,828 -30%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$464K +$246K +9,072 +113%
AIM
40
Avity Investment Management
Connecticut
$455K – – –
TCM
41
Twele Capital Management
Minnesota
$451K – – –
TFA
42
Transamerica Financial Advisors
Florida
$447K +$447K +16,482 New
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$445K -$244K -9,000 -35%
GC
44
Garde Capital
Washington
$375K -$61.7K -2,276 -14%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$374K +$11K +406 +3%
BHTS
46
Bar Harbor Trust Services
Maine
$371K +$3.79K +140 +1%
F
47
FutureAdvisor
California
$361K +$18.5K +684 +5%
GWM
48
Gupta Wealth Management
California
$345K – – –
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$341K -$704 -26 -0.2%
FC
50
Financial Consulate
Maryland
$304K -$81.7K -3,014 -21%
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