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Schwab US TIPS ETF
SCHP

Overview Fund Activity

201 hedge funds and large institutions have $1.24B invested in Schwab US TIPS ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 46 reducing their positions, and 17 closing their positions.

Holders
201
Holders Change
+12
Holders Change %
+6.35%
% of All Funds
5.02%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
31
Increased
99
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$300M
2
CSIA
2
Charles Schwab Investment Advisory
California
$259M
3
MCM
3
Makena Capital Management
California
$32.1M
4
PAG
4
Pinnacle Advisory Group
Maryland
$49.8M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$7.48M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$544K
2
AL
2
Aspiriant LLC
California
$1.66M
3
MIH
3
Madison Investment Holdings
Wisconsin
$7M
4
M&T Bank
4
M&T Bank
New York
$9.91M
5
AA
5
Apriem Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$6.77M 244,970 +6,528 +3%
AssetMark Inc
27
AssetMark Inc
California
$6.74M 243,992 +130,776 +116%
KBFS
28
Kohmann Bosshard Financial Services
Ohio
$6.73M 243,622 +243,622 New
AFS
29
Access Financial Services
Minnesota
$5.97M 216,022 +17,522 +9%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$5.8M 210,052 +42,708 +26%
HighTower Advisors
31
HighTower Advisors
Illinois
$5.61M 204,566 +25,874 +14%
BCI
32
Brinker Capital Investments
Pennsylvania
$5.39M 195,240 +37,586 +24%
BWA
33
BlueSky Wealth Advisors
North Carolina
$5.32M 192,688 +18,880 +11%
MCIA
34
Mountain Capital Investment Advisors
Colorado
$5.09M 184,248 +15,228 +9%
Goldman Sachs
35
Goldman Sachs
New York
$4.93M 178,556 +484 +0.3%
IFS
36
Ifrah Financial Services
Arkansas
$4.56M 164,912 +1,932 +1%
BL
37
BFSG LLC
California
$4.49M 162,438 +18,092 +13%
GC
38
Gilbert & Cook
Iowa
$4.21M 152,190 +83,876 +123%
GS
39
Girard Securities
California
$4.02M 145,310 -4,820 -3%
PAG
40
Private Advisor Group
New Jersey
$3.88M 140,826 +23,076 +20%
GC
41
Garde Capital
Washington
$3.83M 138,570 +34,470 +33%
AWM
42
Avior Wealth Management
Nebraska
$3.72M 134,730 +134,730 New
FA
43
FDx Advisors
Illinois
$3.67M 132,834 -6,754 -5%
I
44
INVST
Indiana
$3.46M 125,370 +60,814 +94%
Ameriprise
45
Ameriprise
Minnesota
$3.44M 124,730 +32,454 +35%
CLOS
46
Compagnie Lombard Odier SCmA
Switzerland
$3.4M 123,000 – –
LF
47
Lee Financial
Texas
$3.24M 117,162 +27,558 +31%
AMG
48
Asset Management Group
Connecticut
$3.22M 116,478 +12,052 +12%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$3.16M 114,228 -90 -0.1%
SFPM
50
Sensible Financial Planning & Management
Massachusetts
$3.15M 113,902 -13,072 -10%
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