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Schwab US TIPS ETF
SCHP

Overview Fund Activity

336 hedge funds and large institutions have $6.82B invested in Schwab US TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 26 closing their positions.

Holders
336
Holders Change
+20
Holders Change %
+6.33%
% of All Funds
7.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.59%
New
48
Increased
149
Reduced
94
Closed
26
Calls
–
Puts
$249K
Net Calls
-$249K
Net Calls Change
-$249K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$537M
2
RBA
2
Richard Bernstein Advisors
New York
$361M
3
UBS Group
3
UBS Group
Switzerland
$240M
4
Ameriprise
4
Ameriprise
Minnesota
$214M
5
CSIA
5
Charles Schwab Investment Advisory
California
$2.52B

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$141M
2
Jane Street
2
Jane Street
New York
$705K
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$607M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
MIH
5
Madison Investment Holdings
Wisconsin
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Pinnacle Advisory Group
Maryland
$17.3M +$15.6M +548,138 +902%
FM
27
Foster & Motley
Ohio
$17.2M +$3M +105,848 +21%
GC
28
Gilbert & Cook
Iowa
$16.2M +$300K +10,580 +2%
LA
29
LVW Advisors
New York
$15.9M +$2.49M +87,594 +18%
MIM
30
Morningstar Investment Management
Illinois
$15.2M -$672K -23,704 -4%
APCM
31
Alaska Permanent Capital Management
Alaska
$15.1M +$7.54M +265,630 +100%
AWA
32
Alaska Wealth Advisors
Alaska
$15.1M +$8.33M +293,638 +124%
LPL Financial
33
LPL Financial
California
$14.6M +$3.42M +120,414 +31%
MFGP
34
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.3M -$220K -7,762 -2%
BWA
35
Burt Wealth Advisors
Maryland
$14.1M +$166K +5,862 +1%
LFS
36
Lutz Financial Services
Nebraska
$13.6M +$5.09M +179,490 +60%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.4M +$12.3M +432,744 +1,068%
BCI
38
Brinker Capital Investments
Pennsylvania
$12.6M -$3.06M -107,856 -19%
AssetMark Inc
39
AssetMark Inc
California
$12.5M -$275K -9,680 -2%
JIP
40
JBJ Investment Partners
South Carolina
$12.4M +$266K +9,360 +2%
HCM
41
Horan Capital Management
Maryland
$11.8M +$297K +10,452 +3%
Morgan Stanley
42
Morgan Stanley
New York
$11M +$2.58M +90,858 +31%
RPG
43
Resource Planning Group
Georgia
$10.9M +$178K +6,266 +2%
Goldman Sachs
44
Goldman Sachs
New York
$9.56M +$208K +7,334 +2%
BL
45
BFSG LLC
California
$8.54M +$501K +17,668 +6%
MTC
46
Matrix Trust Company
Colorado
$8.44M +$390K +13,758 +5%
Allianz Asset Management
47
Allianz Asset Management
Germany
$8.39M -$5.06M -178,358 -38%
PFM
48
Peak Financial Management
Massachusetts
$8.27M +$247K +8,716 +3%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$8.26M -$657K -23,160 -7%
KBFS
50
Kohmann Bosshard Financial Services
Ohio
$8.11M +$503K +17,724 +7%
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