SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

244 hedge funds and large institutions have $1.5B invested in Schwab US TIPS ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
244
Holders Change
+43
Holders Change %
+21.39%
% of All Funds
5.54%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
60
Increased
112
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$49.9M
2
AssetMark Inc
2
AssetMark Inc
California
$52.8M
3
CSIA
3
Charles Schwab Investment Advisory
California
$297M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$41.4M
5
FIMG
5
Financial & Investment Management Group
Michigan
$17M

Top Sellers

1
MCM
1
Makena Capital Management
California
$0
2
M&T Bank
2
M&T Bank
New York
$1.87M
3
SBL
3
Sargent Bickham Lagudis
Colorado
$5.03M
4
CLOS
4
Compagnie Lombard Odier SCmA
Switzerland
$0
5
FWM
5
Frontier Wealth Management
Missouri
$4.4M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
26
Vigilant Capital Management
Maine
$7.98M 288,012 +29,378 +11%
KBFS
27
Kohmann Bosshard Financial Services
Ohio
$7.94M 286,490 +42,868 +18%
GC
28
Gilbert & Cook
Iowa
$7.74M 279,238 +127,048 +83%
LPL Financial
29
LPL Financial
California
$7.53M 271,626 +26,656 +11%
SWM
30
SeaCrest Wealth Management
New York
$6.63M 239,120 +239,120 New
PFM
31
Peak Financial Management
Massachusetts
$6.62M 238,860 +141,670 +146%
HighTower Advisors
32
HighTower Advisors
Illinois
$6.46M 234,578 +30,012 +15%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$6.4M 230,938 +20,886 +10%
BCI
34
Brinker Capital Investments
Pennsylvania
$5.71M 206,140 +10,900 +6%
BWA
35
BlueSky Wealth Advisors
North Carolina
$5.62M 202,628 +9,940 +5%
MCIA
36
Mountain Capital Investment Advisors
Colorado
$5.43M 195,866 +11,618 +6%
SBL
37
Sargent Bickham Lagudis
Colorado
$5.03M 181,644 -126,518 -41%
WP
38
WealthSource Partners
California
$4.98M 179,778 +115,672 +180%
BL
39
BFSG LLC
California
$4.81M 173,378 +10,940 +7%
IFS
40
Ifrah Financial Services
Arkansas
$4.64M 167,404 +2,492 +2%
FWM
41
Frontier Wealth Management
Missouri
$4.4M 158,848 -107,460 -40%
GC
42
Garde Capital
Washington
$4.36M 157,140 +18,570 +13%
William Blair & Company
43
William Blair & Company
Illinois
$4.17M 150,310 +79,000 +111%
MWA
44
MFA Wealth Advisors
Pennsylvania
$3.96M 144,294 +144,294 New
AWM
45
Avior Wealth Management
Nebraska
$3.94M 142,230 +7,500 +6%
LF
46
Lee Financial
Texas
$3.91M 141,184 +24,022 +21%
AMG
47
Asset Management Group
Connecticut
$3.91M 141,168 +24,690 +21%
Goldman Sachs
48
Goldman Sachs
New York
$3.9M 140,806 -37,750 -21%
I
49
INVST
Indiana
$3.83M 138,232 +12,862 +10%
FA
50
FDx Advisors
Illinois
$3.7M 133,460 +626 +0.5%
1
2
3 4 5