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Schwab US TIPS ETF
SCHP

Overview Fund Activity

99 hedge funds and large institutions have $397M invested in Schwab US TIPS ETF in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2.64%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
17
Increased
43
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$119M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$117M
3
UBS Group
3
UBS Group
Switzerland
$12.4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$44.3M
5
W
5
Wealthfront
California
$12.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.48M
2
RJA
2
Raymond James & Associates
Florida
$0
3
FWM
3
Frontier Wealth Management
Missouri
$5.37M
4
Jane Street
4
Jane Street
New York
$1.37M
5
KC
5
Kingfisher Capital
North Carolina
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$1.29M -$463K -16,662 -26%
LFA
27
Landmark Financial Advisors
Kentucky
$1.21M +$486K +17,520 +67%
CIM
28
Cambria Investment Management
California
$1.21M +$1.21M +43,382 New
RCG
29
Ruggie Capital Group
Florida
$1.12M +$1.12M +40,416 New
VCP
30
Vista Capital Partners
Oregon
$1.08M -$4.44K -160 -0.4%
AA
31
Alesco Advisors
New York
$1.07M -$162K -5,848 -13%
AMG
32
Asset Management Group
Connecticut
$973K +$2.61K +94 +0.3%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$917K +$917K +33,014 New
SG Americas Securities
34
SG Americas Securities
New York
$914K +$914K +32,928 New
VV
35
Valentine Ventures
Oregon
$827K +$34.3K +1,234 +4%
VKH
36
Virtu KCG Holdings
New York
$777K +$207K +7,444 +36%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$772K +$254K +9,144 +49%
LYV
38
Live Your Vision
Pennsylvania
$709K +$52.5K +1,892 +8%
AIA
39
Allegis Investment Advisors
Idaho
$638K -$20.5K -738 -3%
GC
40
Garde Capital
Washington
$634K +$33.7K +1,212 +6%
BSW
41
Buckingham Strategic Wealth
Missouri
$620K -$80.1K -2,882 -11%
3AM
42
3D Asset Management
Connecticut
$606K +$1.61K +58 +0.3%
RMA
43
Roffman Miller Associates
Pennsylvania
$579K -$46.7K -1,680 -7%
PWM
44
Perigon Wealth Management
California
$565K -$46 -2 -0%
SAM
45
SignalPoint Asset Management
Missouri
$551K +$43.4K +1,562 +9%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$513K +$145K +5,224 +39%
WA
47
Waverly Advisors
Alabama
$512K +$259K +9,322 +102%
Citadel Advisors
48
Citadel Advisors
Florida
$502K +$502K +18,078 New
BCI
49
Brinker Capital Investments
Pennsylvania
$494K +$118K +4,256 +31%
SA
50
SRH Advisors
Kansas
$468K +$77.7K +2,800 +20%
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