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Schwab US TIPS ETF
SCHP

Overview Fund Activity

95 hedge funds and large institutions have $298M invested in Schwab US TIPS ETF in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
22
Increased
30
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$80.6M
2
UCFA
2
United Capital Financial Advisors
Texas
$81.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$36.6M
4
RJA
4
Raymond James & Associates
Florida
$3.75M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$4.45M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$979K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
RCG
3
Ruggie Capital Group
Florida
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$359K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$635K
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$979K -$6.25M -235,146 -86%
AMG
27
Asset Management Group
Connecticut
$928K +$410K +15,432 +79%
BWA
28
Burt Wealth Advisors
Maryland
$774K +$564K +21,256 +269%
TFA
29
Transamerica Financial Advisors
Florida
$766K +$81K +3,046 +12%
VV
30
Valentine Ventures
Oregon
$759K -$53.1K -1,996 -7%
PS
31
Portfolio Solutions
Michigan
$703K +$703K +26,480 New
LFA
32
Landmark Financial Advisors
Kentucky
$693K +$693K +26,122 New
NPC
33
National Planning Corporation
California
$684K -$21.6K -800 -3%
BSW
34
Buckingham Strategic Wealth
Missouri
$669K -$75K -2,824 -10%
PWM
35
Perigon Wealth Management
California
$651K -$43.2K -1,626 -6%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$635K -$1.83M -68,966 -74%
AIA
37
Allegis Investment Advisors
Idaho
$630K +$630K +23,722 New
LYV
38
Live Your Vision
Pennsylvania
$628K +$47.2K +1,776 +8%
RMA
39
Roffman Miller Associates
Pennsylvania
$598K -$13.3K -500 -2%
3AM
40
3D Asset Management
Connecticut
$579K -$64.6K -2,432 -10%
GC
41
Garde Capital
Washington
$574K +$152K +5,722 +36%
VKH
42
Virtu KCG Holdings
New York
$545K +$344K +12,954 +171%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$496K -$12.3K -462 -2%
SAM
44
SignalPoint Asset Management
Missouri
$486K +$266 +10 +0.1%
FF
45
Friedenthal Financial
New Jersey
$410K +$410K +15,444 New
SA
46
SRH Advisors
Kansas
$374K +$52.9K +1,990 +16%
BHTS
47
Bar Harbor Trust Services
Maine
$368K -$17.9K -672 -5%
PG
48
Patten Group
Tennessee
$367K +$96.5K +3,632 +36%
BW
49
Bison Wealth
Georgia
$364K +$28K +1,054 +8%
BCI
50
Brinker Capital Investments
Pennsylvania
$359K -$2.21M -83,094 -86%
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