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Schwab US TIPS ETF
SCHP

Overview Fund Activity

304 hedge funds and large institutions have $4.44B invested in Schwab US TIPS ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 36 closing their positions.

Holders
304
Holders Change
+20
Holders Change %
+7.04%
% of All Funds
6.78%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.47%
New
60
Increased
97
Reduced
113
Closed
36
Calls
$298K
Puts
–
Net Calls
+$298K
Net Calls Change
-$26K

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$220M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$635M
3
WCM
3
Wealthcare Capital Management
Virginia
$67.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$44.3M
5
Wells Fargo
5
Wells Fargo
California
$48.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.98B
2
PAG
2
Pinnacle Advisory Group
Maryland
$1.9M
3
UBS Group
3
UBS Group
Switzerland
$16M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$1.46M
5
MIH
5
Madison Investment Holdings
Wisconsin
$84.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WCWM
26
Wooster Corthell Wealth Management
Connecticut
$13.7M 257,455 -5,379 -2%
GC
27
Gilbert & Cook
Iowa
$13.3M 250,120 +20,103 +9%
MFGP
28
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.1M 245,534 +245,534 New
BWA
29
Burt Wealth Advisors
Maryland
$11.9M 223,704 +19,395 +9%
FAAS
30
First Allied Advisory Services
California
$11.5M 215,883 +1,335 +0.6%
CIC
31
Cutler Investment Counsel
Oregon
$10.8M 203,119 -3,912 -2%
AssetMark Inc
32
AssetMark Inc
California
$10.3M 194,120 -10,088 -5%
CM
33
Columbus Macro
Pennsylvania
$10.1M 188,923 +2,586 +1%
HCM
34
Horan Capital Management
Maryland
$9.98M 187,356 -6,891 -4%
LPL Financial
35
LPL Financial
California
$9.69M 181,940 +1,604 +0.9%
RPG
36
Resource Planning Group
Georgia
$9.21M 172,886 -42,496 -20%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$9.14M 171,669 -8,149 -5%
FM
38
Foster & Motley
Ohio
$8.78M 164,810 -14,346 -8%
FLA
39
Financial Life Advisors
Texas
$8.42M 158,186 -13,657 -8%
PFM
40
Peak Financial Management
Massachusetts
$7.55M 141,865 -10,912 -7%
APCM
41
Alaska Permanent Capital Management
Alaska
$7.29M 136,815 -9,345 -6%
BL
42
BFSG LLC
California
$6.88M 129,255 +21,967 +20%
AHSSHC
43
Adventist Health System Sunbelt Healthcare Corp
Florida
$6.88M 129,137 -79,767 -38%
KBFS
44
Kohmann Bosshard Financial Services
Ohio
$6.47M 121,564 -66,251 -35%
WAM
45
Wealthspire Advisors (Maryland)
Maryland
$6.46M 121,379 +55,809 +85%
MIM
46
Morningstar Investment Management
Illinois
$6.46M 121,239 +121,239 New
Morgan Stanley
47
Morgan Stanley
New York
$6.18M 115,966 -42,780 -27%
BWA
48
BlueSky Wealth Advisors
North Carolina
$6.17M 115,592 -16,835 -13%
PAG
49
Private Advisor Group
New Jersey
$6.1M 114,452 +1,871 +2%
Ameriprise
50
Ameriprise
Minnesota
$6.07M 113,896 +28,622 +34%
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