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Schwab US TIPS ETF
SCHP

Overview Fund Activity

74 hedge funds and large institutions have $171M invested in Schwab US TIPS ETF in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
74
Holders Change
+15
Holders Change %
+25.42%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
22
Increased
23
Reduced
16
Closed
5
Calls
–
Puts
$315K
Net Calls
-$315K
Net Calls Change
-$315K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$48.4M
2
UCFA
2
United Capital Financial Advisors
Texas
$48.5M
3
VKH
3
Virtu KCG Holdings
New York
$2.09M
4
W
4
Wealthfront
California
$5.45M
5
PAG
5
Private Advisor Group
New Jersey
$1.68M

Top Sellers

1
EWM
1
Empirical Wealth Management
Washington
$9.24M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$436K
4
SFPM
4
Sensible Financial Planning & Management
Massachusetts
$2.24M
5
PI
5
Placemark Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
51
Foster & Motley
Ohio
$204K +$204K +7,506 New
CIM
52
Cambria Investment Management
California
$149K +$149K +5,496 New
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$138K -$4.33K -160 -3%
Morgan Stanley
54
Morgan Stanley
New York
$137K +$5.09K +188 +4%
Wells Fargo
55
Wells Fargo
California
$126K -$10.9K -400 -8%
SA
56
SRH Advisors
Kansas
$119K +$119K +4,400 New
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$77K +$77K +2,842 New
PCTC
58
Perkins Coie Trust Company
Washington
$54K – – –
PSI
59
Pinnacle Summer Investments
Virginia
$27K – – –
WA
60
WFG Advisors
Texas
$25K – – –
IF
61
Ironwood Financial
Arizona
$21K +$21K +770 New
SIA
62
Stancorp Investment Advisers
Oregon
$21K +$21K +770 New
WTB
63
Washington Trust Bank
Washington
$19K – – –
VNA
64
Valley National Advisers
Pennsylvania
$13K +$13K +480 New
AA
65
Apriem Advisors
California
$11K – – –
PFG
66
Pacific Financial Group
Washington
$10K +$10K +384 New
PO
67
Private Ocean
California
$9K – – –
MFS
68
MSI Financial Services
Massachusetts
$8K -$120K -4,216 -94%
PIA
69
Peachtree Investment Advisors
Georgia
$8K – – –
MA
70
MUFG Americas
New York
$4K – – –
HCM
71
Horrell Capital Management
Arkansas
$2K – – –
VIA
72
Vantage Investment Advisors
Pennsylvania
$1K – – –
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
– -$1.95M -71,990 Closed
PI
74
Placemark Investments
Illinois
– -$315K -11,624 Closed
Ameriprise
75
Ameriprise
Minnesota
– -$47K -1,738 Closed
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