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Schwab US TIPS ETF
SCHP

Overview Fund Activity

95 hedge funds and large institutions have $298M invested in Schwab US TIPS ETF in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
22
Increased
30
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$80.6M
2
UCFA
2
United Capital Financial Advisors
Texas
$81.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$36.6M
4
RJA
4
Raymond James & Associates
Florida
$3.75M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$4.45M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$979K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
RCG
3
Ruggie Capital Group
Florida
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$359K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$635K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
51
Benjamin F. Edwards & Company
Missouri
$352K -$22.1K -832 -6%
RVPG
52
Relative Value Partners Group
$331K +$331K +12,462 New
GWM
53
Gupta Wealth Management
California
$319K – – –
AWM
54
Avior Wealth Management
Nebraska
$318K +$318K +11,986 New
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$294K -$40.3K -1,520 -12%
Citigroup
56
Citigroup
New York
$274K +$8.14K +306 +3%
MFS
57
MSI Financial Services
Massachusetts
$272K +$174K +6,538 +177%
BlackRock
58
BlackRock
New York
$264K +$264K +9,944 New
IFS
59
Ifrah Financial Services
Arkansas
$260K -$2.39K -90 -0.9%
FC
60
Financial Consulate
Maryland
$254K -$1.28K -48 -0.5%
BFPW
61
BOK Financial Private Wealth
Colorado
$249K -$10.3K -386 -4%
NL
62
NWAM LLC
Washington
$245K +$245K +9,204 New
Bank of New York Mellon
63
Bank of New York Mellon
New York
$245K +$245K +9,242 New
SGCA
64
Steel Grove Capital Advisors
Tennessee
$244K -$3.57K -134 -1%
WA
65
Waverly Advisors
Alabama
$242K +$1.86K +70 +0.8%
AIM
66
Avity Investment Management
Connecticut
$234K – – –
BSB
67
Bangor Savings Bank
Maine
$202K -$28.5K -1,074 -12%
GI
68
Gradient Investments
Minnesota
$135K +$135K +5,082 New
ASN
69
Advisory Services Network
Georgia
$127K +$9.65K +362 +8%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$120K -$8.32K -312 -6%
AIG
71
American International Group
New York
$100K -$62.4K -2,356 -38%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$95K -$1.27K -48 -1%
AF
73
Allworth Financial
California
$94K -$125K -4,680 -57%
ADL
74
Asset Dedication LLC
California
$90K +$90K +3,380 New
IA
75
IFP Advisors
Florida
$86K +$86K +3,224 New
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