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Schwab US TIPS ETF
SCHP

Overview Fund Activity

77 hedge funds and large institutions have $218M invested in Schwab US TIPS ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
13
Increased
32
Reduced
18
Closed
10
Calls
–
Puts
$384K
Net Calls
-$384K
Net Calls Change
-$69K

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$9.86M
2
UCFA
2
United Capital Financial Advisors
Texas
$58.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$57.8M
4
Bank of America
4
Bank of America
North Carolina
$5.69M
5
Jane Street
5
Jane Street
New York
$4.64M

Top Sellers

1
FWM
1
Frontier Wealth Management
Missouri
$4.81M
2
EWM
2
Empirical Wealth Management
Washington
$6.15M
3
VKH
3
Virtu KCG Holdings
New York
$0
4
FC
4
Financial Consulate
Maryland
$391K
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$302K 11,008 -742 -6%
BSB
52
Bangor Savings Bank
Maine
$276K 10,036 -2,132 -18%
Citigroup
53
Citigroup
New York
$275K 10,000 -406 -4%
IFS
54
Ifrah Financial Services
Arkansas
$272K 9,922 +130 +1%
BFPW
55
BOK Financial Private Wealth
Colorado
$253K 9,212 -322 -3%
WA
56
Waverly Advisors
Alabama
$243K 8,844 +218 +3%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$221K 8,050 +258 +3%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$166K 6,030 +3,188 +112%
AF
59
Allworth Financial
California
$148K 5,380 -8,432 -61%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$141K 5,126 +26 +0.5%
SA
61
SRH Advisors
Kansas
$121K 4,400 – –
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$110K 4,000 +4,000 New
VNA
63
Valley National Advisers
Pennsylvania
$77K 2,792 +2,312 +482%
PCTC
64
Perkins Coie Trust Company
Washington
$55K 2,000 – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$55K 2,000 +2,000 New
ASN
66
Advisory Services Network
Georgia
$42K 1,518 +1,518 New
PSI
67
Pinnacle Summer Investments
Virginia
$27K 1,000 – –
SIA
68
Stancorp Investment Advisers
Oregon
$21K 770 – –
IF
69
Ironwood Financial
Arizona
$21K 770 – –
WTB
70
Washington Trust Bank
Washington
$19K 690 – –
CCS
71
Crosspoint Capital Strategies
California
$16K 600 +600 New
AA
72
Apriem Advisors
California
$11K 402 – –
PO
73
Private Ocean
California
$9K 334 – –
PIA
74
Peachtree Investment Advisors
Georgia
$8K 280 – –
HCM
75
Horrell Capital Management
Arkansas
$2K 60 – –
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