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Schwab US TIPS ETF
SCHP

Overview Fund Activity

317 hedge funds and large institutions have $4.61B invested in Schwab US TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 93 reducing their positions, and 32 closing their positions.

Holders
317
Holders Change
+13
Holders Change %
+4.28%
% of All Funds
6.87%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
50
Increased
123
Reduced
93
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.19B
2
AssetMark Inc
2
AssetMark Inc
California
$69.2M
3
FEG
3
Fund Evaluation Group
Ohio
$43.8M
4
NA
4
NextCapital Advisers
Illinois
$41.1M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$235M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$554M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$141M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$34.3M
4
MIH
4
Madison Investment Holdings
Wisconsin
$57.6M
5
Jane Street
5
Jane Street
New York
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Gilbert & Cook
Iowa
$14.9M +$1.14M +41,420 +8%
MFGP
27
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14M +$460K +16,716 +3%
BWA
28
Burt Wealth Advisors
Maryland
$13.4M +$1.05M +38,084 +9%
FAAS
29
First Allied Advisory Services
California
$11.8M -$107K -3,904 -0.9%
CIC
30
Cutler Investment Counsel
Oregon
$11.3M +$88.3K +3,212 +0.8%
LPL Financial
31
LPL Financial
California
$10.8M +$822K +29,890 +8%
HCM
32
Horan Capital Management
Maryland
$10.5M +$198K +7,206 +2%
CM
33
Columbus Macro
Pennsylvania
$10.2M -$219K -7,952 -2%
JIP
34
JBJ Investment Partners
South Carolina
$10.1M +$10.1M +368,478 New
RPG
35
Resource Planning Group
Georgia
$9.91M +$398K +14,490 +4%
FM
36
Foster & Motley
Ohio
$9.49M +$423K +15,372 +5%
MIM
37
Morningstar Investment Management
Illinois
$9.13M +$2.46M +89,330 +37%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$8.67M -$775K -28,184 -8%
LA
39
LVW Advisors
New York
$7.92M +$2.27M +82,578 +40%
AHSSHC
40
Adventist Health System Sunbelt Healthcare Corp
Florida
$7.61M +$506K +18,400 +7%
PFM
41
Peak Financial Management
Massachusetts
$7.58M -$224K -8,160 -3%
BL
42
BFSG LLC
California
$7.41M +$302K +10,970 +4%
FLA
43
Financial Life Advisors
Texas
$6.99M -$1.71M -62,150 -20%
WAM
44
Wealthspire Advisors (Maryland)
Maryland
$6.93M +$258K +9,394 +4%
HighTower Advisors
45
HighTower Advisors
Illinois
$6.87M +$809K +29,546 +13%
KBFS
46
Kohmann Bosshard Financial Services
Ohio
$6.63M -$54.2K -1,972 -0.8%
LWS
47
Lucia Wealth Services
California
$6.63M +$743K +27,036 +13%
BWA
48
BlueSky Wealth Advisors
North Carolina
$6.58M +$243K +8,856 +4%
AWA
49
Alaska Wealth Advisors
Alaska
$6.54M +$6.33M +230,010 +3,022%
APCM
50
Alaska Permanent Capital Management
Alaska
$6.33M -$1.2M -43,620 -16%
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