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Schwab US TIPS ETF
SCHP

Overview Fund Activity

254 hedge funds and large institutions have $1.8B invested in Schwab US TIPS ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+10
Holders Change %
+4.1%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.37%
New
35
Increased
119
Reduced
65
Closed
23
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
+$247K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$130M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$370M
3
MIH
3
Madison Investment Holdings
Wisconsin
$74.5M
4
CSIA
4
Charles Schwab Investment Advisory
California
$332M
5
MCM
5
Makena Capital Management
California
$29.4M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$9.78M
2
VIA
2
Vantage Investment Advisors
Pennsylvania
$1.03M
3
W
3
Wealthfront
California
$22.7M
4
AFS
4
Access Financial Services
Minnesota
$0
5
VCM
5
Vigilant Capital Management
Maine
$331K
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
26
Foster & Motley
Ohio
$9.98M +$174K +6,352 +2%
AssetMark Inc
27
AssetMark Inc
California
$9.78M -$42.5M -1,548,230 -81%
FLA
28
Financial Life Advisors
Texas
$9.69M -$1.07M -38,956 -10%
KBFS
29
Kohmann Bosshard Financial Services
Ohio
$8.74M +$878K +31,982 +11%
LPL Financial
30
LPL Financial
California
$8.72M +$1.27M +46,302 +17%
AHSSHC
31
Adventist Health System Sunbelt Healthcare Corp
Florida
$8.18M +$6.31K +230 +0.1%
HighTower Advisors
32
HighTower Advisors
Illinois
$8.1M +$1.68M +61,520 +26%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$7.89M -$29.3K -1,066 -0.4%
PFM
34
Peak Financial Management
Massachusetts
$7.66M +$1.11M +40,390 +17%
APCM
35
Alaska Permanent Capital Management
Alaska
$7.61M +$7.61M +277,350 New
LF
36
Lee Financial
Texas
$6.75M +$2.88M +104,784 +74%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$6.52M +$185K +6,754 +3%
BWA
38
BlueSky Wealth Advisors
North Carolina
$6.47M +$912K +33,234 +16%
ONB
39
Old National Bancorp
Indiana
$6.3M +$6.3M +229,722 New
MCIA
40
Mountain Capital Investment Advisors
Colorado
$5.73M +$353K +12,874 +7%
BCI
41
Brinker Capital Investments
Pennsylvania
$5.6M -$61.3K -2,234 -1%
BL
42
BFSG LLC
California
$5.4M +$646K +23,546 +14%
Morgan Stanley
43
Morgan Stanley
New York
$5.38M +$3.61M +131,670 +205%
SWM
44
SeaCrest Wealth Management
New York
$5.25M -$1.31M -47,654 -20%
GC
45
Garde Capital
Washington
$5.07M +$758K +27,638 +18%
AA
46
Advisory Alpha
Michigan
$4.76M +$2.86M +105,016 +151%
IFS
47
Ifrah Financial Services
Arkansas
$4.66M +$70.6K +2,572 +2%
AMG
48
Asset Management Group
Connecticut
$4.34M +$465K +16,946 +12%
AWM
49
Avior Wealth Management
Nebraska
$4.21M +$304K +11,078 +8%
FWM
50
Frontier Wealth Management
Missouri
$4.13M -$226K -8,254 -5%
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