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Schwab US TIPS ETF
SCHP

Overview Fund Activity

189 hedge funds and large institutions have $840M invested in Schwab US TIPS ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 98 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
4.72%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
30
Increased
98
Reduced
33
Closed
12
Calls
$315K
Puts
–
Net Calls
+$315K
Net Calls Change
+$60K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$216M
2
M&T Bank
2
M&T Bank
New York
$15.3M
3
W
3
Wealthfront
California
$24.4M
4
Bank of America
4
Bank of America
North Carolina
$18.9M
5
Wells Fargo
5
Wells Fargo
California
$6.75M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$41.4M
2
PAG
2
Pinnacle Advisory Group
Maryland
$37.5M
3
UBS AM
3
UBS AM
Illinois
$23.9M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
VWM
5
Venturi Wealth Management
Texas
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$4.9M 178,072 +178,072 New
HighTower Advisors
27
HighTower Advisors
Illinois
$4.88M 178,692 +18,854 +12%
BWA
28
BlueSky Wealth Advisors
North Carolina
$4.79M 173,808 +3,752 +2%
MCIA
29
Mountain Capital Investment Advisors
Colorado
$4.65M 169,020 +169,020 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$4.63M 167,344 +102,076 +156%
AA
31
Apriem Advisors
California
$4.49M 163,154 +1,744 +1%
IFS
32
Ifrah Financial Services
Arkansas
$4.49M 162,980 +4,948 +3%
BCI
33
Brinker Capital Investments
Pennsylvania
$4.34M 157,654 +12,222 +8%
GS
34
Girard Securities
California
$4.14M 150,130 +89,944 +149%
BL
35
BFSG LLC
California
$3.97M 144,346 +9,310 +7%
FA
36
FDx Advisors
Illinois
$3.84M 139,588 +7,708 +6%
SFPM
37
Sensible Financial Planning & Management
Massachusetts
$3.5M 126,974 +5,258 +4%
CLOS
38
Compagnie Lombard Odier SCmA
Switzerland
$3.39M 123,000 – –
PAG
39
Private Advisor Group
New Jersey
$3.22M 117,750 +10,396 +10%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$3.15M 114,318 -11,852 -9%
AssetMark Inc
41
AssetMark Inc
California
$3.12M 113,216 +9,082 +9%
FWM
42
Frontier Wealth Management
Missouri
$3.06M 111,116 -32,564 -23%
KC
43
Kingfisher Capital
North Carolina
$2.96M 107,328 +1,484 +1%
AMG
44
Asset Management Group
Connecticut
$2.88M 104,426 +10,578 +11%
GC
45
Garde Capital
Washington
$2.87M 104,100 +58,206 +127%
WAM
46
Wealthspire Advisors (Maryland)
Maryland
$2.86M 103,946 -1,882 -2%
MFP
47
Mosaic Financial Partners
California
$2.78M 100,902 -5,100 -5%
SWM
48
SigFig Wealth Management
California
$2.56M 93,128 +2,862 +3%
Ameriprise
49
Ameriprise
Minnesota
$2.54M 92,276 -14,772 -14%
LF
50
Lee Financial
Texas
$2.47M 89,604 +13,776 +18%
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