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Schwab US TIPS ETF
SCHP

Overview Fund Activity

85 hedge funds and large institutions have $273M invested in Schwab US TIPS ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
34
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$74.9M
2
CSIA
2
Charles Schwab Investment Advisory
California
$29.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$72.8M
4
Bank of America
4
Bank of America
North Carolina
$11.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.44M

Top Sellers

1
FWM
1
Frontier Wealth Management
Missouri
$6.83M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$7.3M
3
Jane Street
3
Jane Street
New York
$2.11M
4
EWM
4
Empirical Wealth Management
Washington
$3.87M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$270K +$270K +10,074 New
Citigroup
52
Citigroup
New York
$268K – – –
IFS
53
Ifrah Financial Services
Arkansas
$265K -$2.04K -76 -0.8%
BFPW
54
BOK Financial Private Wealth
Colorado
$262K -$1.56K -58 -0.6%
FC
55
Financial Consulate
Maryland
$258K -$43.4K -1,614 -14%
SGCA
56
Steel Grove Capital Advisors
Tennessee
$249K -$5.15K -192 -2%
WA
57
Waverly Advisors
Alabama
$243K +$3.28K +122 +1%
AIM
58
Avity Investment Management
Connecticut
$237K -$215K -8,000 -48%
BSB
59
Bangor Savings Bank
Maine
$233K -$6.43K -240 -3%
AF
60
Allworth Financial
California
$220K +$39K +1,454 +22%
BWA
61
Burt Wealth Advisors
Maryland
$212K -$572K -21,328 -73%
VKH
62
Virtu KCG Holdings
New York
$203K +$203K +7,572 New
UBS Group
63
UBS Group
Switzerland
$201K -$7.58K -282 -4%
AIG
64
American International Group
New York
$164K +$164K +6,130 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$129K -$17.4K -650 -12%
ASN
66
Advisory Services Network
Georgia
$118K +$66.9K +2,496 +131%
MFS
67
MSI Financial Services
Massachusetts
$99K +$86.1K +3,204 +668%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$98K +$9.01K +336 +10%
KF
69
Krilogy Financial
Missouri
$94K +$94K +3,490 New
VNA
70
Valley National Advisers
Pennsylvania
$75K – – –
PCTC
71
Perkins Coie Trust Company
Washington
$54K – – –
PSI
72
Pinnacle Summer Investments
Virginia
$27K +$27K +1,000 New
IF
73
Ironwood Financial
Arizona
$21K – – –
WTB
74
Washington Trust Bank
Washington
$19K – – –
AP
75
Atwood & Palmer
Missouri
$12K +$12K +438 New
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3
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