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Schwab US TIPS ETF
SCHP

Overview Fund Activity

78 hedge funds and large institutions have $253M invested in Schwab US TIPS ETF in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
8
Increased
35
Reduced
20
Closed
6
Calls
–
Puts
$304K
Net Calls
-$304K
Net Calls Change
+$80K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$21.9M
2
UCFA
2
United Capital Financial Advisors
Texas
$66.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$66M
4
FWM
4
Frontier Wealth Management
Missouri
$10.5M
5
MAA
5
Managed Account Advisors
New Jersey
$5.33M

Top Sellers

1
HWA
1
Heritage Wealth Advisors
Virginia
$0
2
EWM
2
Empirical Wealth Management
Washington
$4.8M
3
Jane Street
3
Jane Street
New York
$3.37M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$725K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$271K – – –
IFS
52
Ifrah Financial Services
Arkansas
$270K +$652 +24 +0.2%
BFPW
53
BOK Financial Private Wealth
Colorado
$266K +$16.2K +596 +6%
SGCA
54
Steel Grove Capital Advisors
Tennessee
$257K +$257K +9,474 New
PG
55
Patten Group
Tennessee
$249K +$249K +9,180 New
BSB
56
Bangor Savings Bank
Maine
$242K -$29.9K -1,104 -11%
WA
57
Waverly Advisors
Alabama
$242K +$2.22K +82 +0.9%
UBS Group
58
UBS Group
Switzerland
$210K -$87.8K -3,246 -29%
AF
59
Allworth Financial
California
$183K +$37.3K +1,378 +26%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$148K +$9.1K +336 +7%
SA
61
SRH Advisors
Kansas
$143K +$23.6K +870 +20%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$90K -$73.6K -2,712 -45%
VNA
63
Valley National Advisers
Pennsylvania
$76K – – –
PCTC
64
Perkins Coie Trust Company
Washington
$54K – – –
ASN
65
Advisory Services Network
Georgia
$52K +$10.6K +390 +26%
IF
66
Ironwood Financial
Arizona
$21K – – –
WTB
67
Washington Trust Bank
Washington
$19K – – –
CCS
68
Crosspoint Capital Strategies
California
$16K – – –
TCM
69
Tradewinds Capital Management
Washington
$15K +$15K +548 New
MFS
70
MSI Financial Services
Massachusetts
$13K +$13K +480 New
PO
71
Private Ocean
California
$9K – – –
CFA
72
Carroll Financial Associates
North Carolina
$9K +$9K +330 New
PIA
73
Peachtree Investment Advisors
Georgia
$8K – – –
HCMT
74
Highland Capital Management (Tennessee)
Tennessee
$4K +$4K +160 New
Wells Fargo
75
Wells Fargo
California
$3K -$422K -14,052 -99%
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