SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

110 hedge funds and large institutions have $502M invested in Schwab US TIPS ETF in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
110
Holders Change
+11
Holders Change %
+11.11%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
23
Increased
48
Reduced
24
Closed
10
Calls
$355K
Puts
–
Net Calls
+$355K
Net Calls Change
+$355K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$86.8M
2
UCFA
2
United Capital Financial Advisors
Texas
$134M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$131M
4
MIS
4
Morningstar Investment Services
Illinois
$11.7M
5
AA
5
Apriem Advisors
California
$6.69M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$108K
2
VFS
2
VSR Financial Services
Kansas
$0
3
CIC
3
Cutler Investment Counsel
Oregon
$559K
4
CIM
4
Cambria Investment Management
California
$0
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RMA
51
Roffman Miller Associates
Pennsylvania
$557K -$31.6K -1,120 -5%
BFPW
52
BOK Financial Private Wealth
Colorado
$533K +$274K +9,696 +106%
WA
53
Waverly Advisors
Alabama
$527K +$6.1K +216 +1%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$525K +$3.67K +130 +0.7%
SAM
55
SignalPoint Asset Management
Missouri
$517K -$43.2K -1,530 -8%
SA
56
SRH Advisors
Kansas
$515K +$38.6K +1,366 +8%
3AM
57
3D Asset Management
Connecticut
$506K -$111K -3,928 -18%
Morgan Stanley
58
Morgan Stanley
New York
$475K +$142K +5,034 +43%
BHTS
59
Bar Harbor Trust Services
Maine
$446K +$31.1K +1,102 +7%
BCM
60
Brookstone Capital Management
Illinois
$432K +$432K +15,300 New
GI
61
Gradient Investments
Minnesota
$420K -$1.81K -64 -0.4%
M&T Bank
62
M&T Bank
New York
$401K -$2.88K -102 -0.7%
MFS
63
MSI Financial Services
Massachusetts
$399K -$15K -530 -4%
PG
64
Patten Group
Tennessee
$396K +$21.6K +764 +6%
Millennium Management
65
Millennium Management
New York
$365K +$365K +12,920 New
PFA
66
Pure Financial Advisors
California
$361K +$38.1K +1,348 +12%
RVPG
67
Relative Value Partners Group
$352K – – –
NL
68
NWAM LLC
Washington
$344K +$9.6K +340 +3%
BWA
69
Burt Wealth Advisors
Maryland
$333K +$225K +7,972 +207%
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
$313K – – –
FC
71
Financial Consulate
Maryland
$285K -$27K -958 -9%
Citigroup
72
Citigroup
New York
$282K +$56 +2 +0%
SGCA
73
Steel Grove Capital Advisors
Tennessee
$276K +$12.8K +452 +5%
CIA
74
Capital Investment Advisors
Georgia
$273K +$273K +9,658 New
IFS
75
Ifrah Financial Services
Arkansas
$271K -$4.68K -166 -2%
1 2
3
4 5