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Schwab US TIPS ETF
SCHP

Overview Fund Activity

99 hedge funds and large institutions have $397M invested in Schwab US TIPS ETF in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2.64%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
17
Increased
43
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$119M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$117M
3
UBS Group
3
UBS Group
Switzerland
$12.4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$44.3M
5
W
5
Wealthfront
California
$12.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.48M
2
RJA
2
Raymond James & Associates
Florida
$0
3
FWM
3
Frontier Wealth Management
Missouri
$5.37M
4
Jane Street
4
Jane Street
New York
$1.37M
5
KC
5
Kingfisher Capital
North Carolina
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$431K +$331K +11,924 +331%
GI
52
Gradient Investments
Minnesota
$415K +$274K +9,850 +194%
FF
53
Friedenthal Financial
New Jersey
$410K – – –
BHTS
54
Bar Harbor Trust Services
Maine
$408K +$24.2K +872 +6%
MFS
55
MSI Financial Services
Massachusetts
$407K +$123K +4,450 +44%
M&T Bank
56
M&T Bank
New York
$397K +$397K +14,304 New
PG
57
Patten Group
Tennessee
$368K -$15.8K -568 -4%
GWM
58
Gupta Wealth Management
California
$342K +$7.89K +284 +2%
RVPG
59
Relative Value Partners Group
$331K – – –
NL
60
NWAM LLC
Washington
$329K +$73.4K +2,644 +29%
Morgan Stanley
61
Morgan Stanley
New York
$327K -$1.39M -50,156 -81%
PFA
62
Pure Financial Advisors
California
$317K +$317K +11,420 New
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$308K – – –
FC
64
Financial Consulate
Maryland
$307K +$42K +1,514 +16%
Citigroup
65
Citigroup
New York
$278K -$8.51K -306 -3%
IFS
66
Ifrah Financial Services
Arkansas
$271K -$111 -4 -0%
NPC
67
National Planning Corporation
California
$265K -$440K -15,830 -62%
SGCA
68
Steel Grove Capital Advisors
Tennessee
$259K +$5.11K +184 +2%
BFPW
69
BOK Financial Private Wealth
Colorado
$255K -$4.89K -176 -2%
BlackRock
70
BlackRock
New York
$250K -$25.7K -928 -9%
AIM
71
Avity Investment Management
Connecticut
$243K – – –
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$221K +$96.2K +3,470 +77%
VWM
73
Venturi Wealth Management
Texas
$210K +$210K +7,580 New
BSB
74
Bangor Savings Bank
Maine
$206K -$5.61K -202 -3%
Wells Fargo
75
Wells Fargo
California
$168K +$159K +5,726 +1,789%
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