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Schwab US TIPS ETF
SCHP

Overview Fund Activity

282 hedge funds and large institutions have $3.97B invested in Schwab US TIPS ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 14 closing their positions.

Holders
282
Holders Change
+28
Holders Change %
+11.02%
% of All Funds
6.46%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.41%
New
43
Increased
120
Reduced
80
Closed
14
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.19B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$495M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$68.5M
4
US Bancorp
4
US Bancorp
Minnesota
$174M
5
MIH
5
Madison Investment Holdings
Wisconsin
$99.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.8M
2
Bank of America
2
Bank of America
North Carolina
$30.2M
3
LCC
3
Lincoln Capital Corp
Rhode Island
$5.27M
4
I
4
INVST
Indiana
$1.38M
5
GC
5
Garde Capital
Washington
$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
26
Burt Wealth Advisors
Maryland
$10.9M -$687K -25,012 -6%
Wells Fargo
27
Wells Fargo
California
$10.7M +$503K +18,328 +5%
AssetMark Inc
28
AssetMark Inc
California
$10.6M +$823K +29,964 +8%
HCM
29
Horan Capital Management
Maryland
$10.6M +$10.6M +385,662 New
CM
30
Columbus Macro
Pennsylvania
$10.3M -$228K -8,318 -2%
FM
31
Foster & Motley
Ohio
$9.85M -$133K -4,860 -1%
FLA
32
Financial Life Advisors
Texas
$9.3M -$403K -14,674 -4%
LPL Financial
33
LPL Financial
California
$9.22M +$487K +17,732 +6%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$9.21M +$1.32M +47,904 +17%
KBFS
35
Kohmann Bosshard Financial Services
Ohio
$9.15M +$411K +14,952 +5%
HighTower Advisors
36
HighTower Advisors
Illinois
$8.53M +$436K +15,940 +5%
Morgan Stanley
37
Morgan Stanley
New York
$8.47M +$3.09M +112,514 +57%
PFM
38
Peak Financial Management
Massachusetts
$8.01M +$346K +12,620 +5%
APCM
39
Alaska Permanent Capital Management
Alaska
$7.61M – – –
LF
40
Lee Financial
Texas
$7.24M +$489K +17,814 +7%
BWA
41
BlueSky Wealth Advisors
North Carolina
$7.07M +$596K +21,698 +9%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$6.52M – – –
ONB
43
Old National Bancorp
Indiana
$6.37M +$57.3K +2,086 +0.9%
MCIA
44
Mountain Capital Investment Advisors
Colorado
$5.96M +$228K +8,322 +4%
BCI
45
Brinker Capital Investments
Pennsylvania
$5.85M +$251K +9,130 +4%
BL
46
BFSG LLC
California
$5.83M +$425K +15,488 +8%
SWM
47
SeaCrest Wealth Management
New York
$5.7M +$439K +16,002 +8%
AA
48
Advisory Alpha
Michigan
$5.37M +$620K +22,772 +13%
LCC
49
Lincoln Capital Corp
Rhode Island
$5.27M -$4.8M -174,692 -48%
IFS
50
Ifrah Financial Services
Arkansas
$4.7M +$36.4K +1,326 +0.8%
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