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Schwab US TIPS ETF
SCHP

Overview Fund Activity

150 hedge funds and large institutions have $627M invested in Schwab US TIPS ETF in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 68 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
150
Holders Change
+37
Holders Change %
+32.74%
% of All Funds
3.76%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.2%
New
49
Increased
68
Reduced
23
Closed
10
Calls
$274K
Puts
$2K
Net Calls
+$272K
Net Calls Change
+$272K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$82.5M
2
PAG
2
Pinnacle Advisory Group
Maryland
$45.8M
3
UBS AM
3
UBS AM
Illinois
$32.4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$148M
5
BWA
5
Burt Wealth Advisors
Maryland
$8.58M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
AA
2
Apriem Advisors
California
$3.98M
3
W
3
Wealthfront
California
$14.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$688K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$3.62M +$2.99M +108,916 +470%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$3.43M +$81.3K +2,964 +2%
CLOS
28
Compagnie Lombard Odier SCmA
Switzerland
$3.37M – – –
AWM
29
Avior Wealth Management
Nebraska
$3.14M +$216K +7,860 +7%
FA
30
FDx Advisors
Illinois
$3.13M +$3.13M +114,098 New
BCI
31
Brinker Capital Investments
Pennsylvania
$3.07M +$2.32M +84,482 +306%
SFPM
32
Sensible Financial Planning & Management
Massachusetts
$3.04M +$124K +4,518 +4%
KC
33
Kingfisher Capital
North Carolina
$2.64M +$2.64M +96,430 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.59M +$179K +6,514 +7%
MFP
35
Mosaic Financial Partners
California
$2.57M +$220K +8,032 +9%
SWM
36
SigFig Wealth Management
California
$2.46M +$2.46M +89,306 New
PAG
37
Private Advisor Group
New Jersey
$2.35M -$1.56M -56,502 -40%
AMG
38
Asset Management Group
Connecticut
$2.06M +$885K +32,286 +76%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.96M +$280K +10,216 +17%
EWM
40
Empirical Wealth Management
Washington
$1.92M +$47.8K +1,744 +3%
TFA
41
Transamerica Financial Advisors
Florida
$1.79M -$41.8K -1,524 -2%
SGI
42
Summit Global Investments
Utah
$1.54M +$1.54M +56,128 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.5M +$685K +24,994 +84%
FTUS
44
Flow Traders U.S.
New York
$1.47M -$304K -11,096 -17%
AA
45
Alesco Advisors
New York
$1.43M +$147K +5,354 +11%
CA
46
Callahan Advisors
Texas
$1.32M -$181K -6,600 -12%
TSW
47
Thompson Siegel & Walmsley
Virginia
$1.25M +$1.25M +45,550 New
RC
48
Roundview Capital
New Jersey
$1.19M +$1.19M +43,320 New
FF
49
Friedenthal Financial
New Jersey
$1.15M +$214K +7,816 +23%
Invesco
50
Invesco
Georgia
$1.1M +$108K +3,938 +11%
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