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Schwab US TIPS ETF
SCHP

Overview Fund Activity

85 hedge funds and large institutions have $273M invested in Schwab US TIPS ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
34
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$74.9M
2
CSIA
2
Charles Schwab Investment Advisory
California
$29.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$72.8M
4
Bank of America
4
Bank of America
North Carolina
$11.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.44M

Top Sellers

1
FWM
1
Frontier Wealth Management
Missouri
$6.83M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$7.3M
3
Jane Street
3
Jane Street
New York
$2.11M
4
EWM
4
Empirical Wealth Management
Washington
$3.87M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$1.12M +$628K +23,246 +128%
VCP
27
Vista Capital Partners
Oregon
$1.08M +$45.5K +1,696 +4%
VV
28
Valentine Ventures
Oregon
$820K +$11.3K +420 +1%
BSW
29
Buckingham Strategic Wealth
Missouri
$752K -$291K -10,848 -28%
NPC
30
National Planning Corporation
California
$702K -$14.8K -550 -2%
PWM
31
Perigon Wealth Management
California
$701K +$66.5K +2,480 +10%
TFA
32
Transamerica Financial Advisors
Florida
$692K +$249K +9,278 +56%
3AM
33
3D Asset Management
Connecticut
$650K -$43.8K -1,630 -6%
RMA
34
Roffman Miller Associates
Pennsylvania
$618K -$734K -27,352 -54%
LYV
35
Live Your Vision
Pennsylvania
$587K -$15.1K -562 -3%
Wells Fargo
36
Wells Fargo
California
$586K +$583K +21,736 +21,736%
AMG
37
Asset Management Group
Connecticut
$523K +$523K +19,502 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$513K +$53.6K +1,996 +12%
SAM
39
SignalPoint Asset Management
Missouri
$490K -$10.4K -388 -2%
TCM
40
Tuttle Capital Management
Connecticut
$470K +$470K +17,546 New
GC
41
Garde Capital
Washington
$427K +$55.6K +2,068 +15%
BHTS
42
Bar Harbor Trust Services
Maine
$389K +$21.5K +802 +6%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$378K +$7.46K +278 +2%
BW
44
Bison Wealth
Georgia
$340K +$340K +12,656 New
REMPR
45
Roof Eidam Maycock Peralta (REMP)
California
$338K -$102K -3,800 -23%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$338K – – –
F
47
FutureAdvisor
California
$329K -$29.3K -1,092 -8%
SA
48
SRH Advisors
Kansas
$324K +$183K +6,810 +129%
GWM
49
Gupta Wealth Management
California
$323K -$19.3K -720 -6%
PG
50
Patten Group
Tennessee
$274K +$27.4K +1,020 +11%
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