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Schwab US TIPS ETF
SCHP

Overview Fund Activity

173 hedge funds and large institutions have $791M invested in Schwab US TIPS ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
173
Holders Change
+23
Holders Change %
+15.33%
% of All Funds
4.31%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
38
Increased
75
Reduced
35
Closed
13
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
-$17K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$182M
2
AWE
2
Avidian Wealth Enterprises
Texas
$25.7M
3
UBS Group
3
UBS Group
Switzerland
$105M
4
VIA
4
Vantage Investment Advisors
Pennsylvania
$20.2M
5
MCM
5
Makena Capital Management
California
$16.6M

Top Sellers

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$0
2
CIA
2
Capital Investment Advisors
Georgia
$2.05M
3
FWM
3
Frontier Wealth Management
Missouri
$3.99M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$2.94M
5
UBS AM
5
UBS AM
Illinois
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$4.42M +$435K +15,730 +11%
IFS
27
Ifrah Financial Services
Arkansas
$4.39M -$78.6K -2,832 -2%
BCI
28
Brinker Capital Investments
Pennsylvania
$4.04M +$927K +33,380 +30%
FWM
29
Frontier Wealth Management
Missouri
$3.99M -$3.42M -123,054 -46%
BL
30
BFSG LLC
California
$3.75M +$3.75M +135,036 New
FA
31
FDx Advisors
Illinois
$3.66M +$494K +17,782 +16%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$3.5M +$27.2K +978 +0.8%
CLOS
33
Compagnie Lombard Odier SCmA
Switzerland
$3.42M – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.41M +$789K +28,418 +30%
SFPM
35
Sensible Financial Planning & Management
Massachusetts
$3.38M +$305K +10,974 +10%
AWM
36
Avior Wealth Management
Nebraska
$3.19M +$12.1K +436 +0.4%
PAG
37
Private Advisor Group
New Jersey
$2.99M +$619K +22,232 +26%
Ameriprise
38
Ameriprise
Minnesota
$2.98M +$2.75M +98,986 +1,228%
MFP
39
Mosaic Financial Partners
California
$2.94M +$344K +12,376 +13%
KC
40
Kingfisher Capital
North Carolina
$2.94M +$261K +9,414 +10%
WAM
41
Wealthspire Advisors (Maryland)
Maryland
$2.94M -$2.97M -107,018 -50%
AssetMark Inc
42
AssetMark Inc
California
$2.89M +$2.89M +104,042 +113,089%
AMG
43
Asset Management Group
Connecticut
$2.61M +$525K +18,908 +25%
SWM
44
SigFig Wealth Management
California
$2.51M +$26.7K +960 +1%
LF
45
Lee Financial
Texas
$2.11M +$1.65M +59,314 +359%
CIA
46
Capital Investment Advisors
Georgia
$2.05M -$6.26M -225,640 -75%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$1.81M -$1.86M -66,840 -51%
EWM
48
Empirical Wealth Management
Washington
$1.81M -$129K -4,644 -7%
WP
49
WealthSource Partners
California
$1.75M +$1.43M +51,572 +456%
TFA
50
Transamerica Financial Advisors
Florida
$1.7M -$114K -4,106 -6%
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