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Schwab US TIPS ETF
SCHP

Overview Fund Activity

284 hedge funds and large institutions have $4.32B invested in Schwab US TIPS ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 142 increasing their positions, 72 reducing their positions, and 26 closing their positions.

Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
6.5%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.39%
New
30
Increased
142
Reduced
72
Closed
26
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
+$77K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$170M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.23B
3
UBS Group
3
UBS Group
Switzerland
$52.5M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$34.8M
5
US Bancorp
5
US Bancorp
Minnesota
$195M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
QAM
2
Q3 Asset Management
Michigan
$0
3
FA
3
FDx Advisors
Illinois
$656K
4
11A
4
10-15 Associates
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$664K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Gilbert & Cook
Iowa
$12.4M +$748K +27,718 +6%
RPG
27
Resource Planning Group
Georgia
$11.6M +$11.6M +430,764 New
FAAS
28
First Allied Advisory Services
California
$11.6M +$386K +14,322 +3%
AHSSHC
29
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.3M +$6.75K +250 +0.1%
CIC
30
Cutler Investment Counsel
Oregon
$11.2M +$132K +4,906 +1%
BWA
31
Burt Wealth Advisors
Maryland
$11M +$293K +10,842 +3%
AssetMark Inc
32
AssetMark Inc
California
$11M +$594K +22,008 +6%
HCM
33
Horan Capital Management
Maryland
$10.5M +$76.4K +2,832 +0.7%
KBFS
34
Kohmann Bosshard Financial Services
Ohio
$10.1M +$1.14M +42,206 +13%
CM
35
Columbus Macro
Pennsylvania
$10.1M -$65.4K -2,424 -0.6%
LPL Financial
36
LPL Financial
California
$9.73M +$675K +25,012 +7%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$9.7M +$652K +24,182 +7%
FM
38
Foster & Motley
Ohio
$9.67M -$11.5K -428 -0.1%
FLA
39
Financial Life Advisors
Texas
$9.27M +$131K +4,856 +1%
HighTower Advisors
40
HighTower Advisors
Illinois
$8.81M +$393K +14,576 +5%
Morgan Stanley
41
Morgan Stanley
New York
$8.57M +$242K +8,972 +3%
PFM
42
Peak Financial Management
Massachusetts
$8.24M +$369K +13,684 +5%
APCM
43
Alaska Permanent Capital Management
Alaska
$7.89M +$404K +14,970 +5%
LWS
44
Lucia Wealth Services
California
$7.51M +$7.51M +278,306 New
BWA
45
BlueSky Wealth Advisors
North Carolina
$7.07M +$195K +7,294 +3%
LF
46
Lee Financial
Texas
$6.79M -$326K -12,092 -5%
SWM
47
SeaCrest Wealth Management
New York
$6.17M +$574K +21,274 +10%
PAG
48
Private Advisor Group
New Jersey
$6.08M +$3.78M +140,144 +165%
ONB
49
Old National Bancorp
Indiana
$5.81M -$445K -16,482 -7%
BL
50
BFSG LLC
California
$5.79M +$58.4K +2,164 +1%
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