SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

113 hedge funds and large institutions have $456M invested in Schwab US TIPS ETF in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
13
Increased
53
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$131M
2
MIS
2
Morningstar Investment Services
Illinois
$18.1M
3
CIA
3
Capital Investment Advisors
Georgia
$6.05M
4
VCM
4
Vigilant Capital Management
Maine
$5.75M
5
CLOS
5
Compagnie Lombard Odier SCmA
Switzerland
$3.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$72.1M
2
UCFA
2
United Capital Financial Advisors
Texas
$76.3M
3
Bank of America
3
Bank of America
North Carolina
$3.77M
4
KC
4
Kingfisher Capital
North Carolina
$0
5
Wolverine Trading
5
Wolverine Trading
Illinois
$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
51
BOK Financial Private Wealth
Colorado
$561K +$22.1K +776 +4%
SA
52
SRH Advisors
Kansas
$561K +$40.3K +1,410 +8%
WA
53
Waverly Advisors
Alabama
$538K +$5.2K +182 +1%
VKH
54
Virtu KCG Holdings
New York
$535K +$535K +18,750 New
BSW
55
Buckingham Strategic Wealth
Missouri
$534K -$101K -3,546 -16%
RMA
56
Roffman Miller Associates
Pennsylvania
$488K -$74.1K -2,600 -13%
BWA
57
Burt Wealth Advisors
Maryland
$486K +$149K +5,224 +44%
GS
58
Girard Securities
California
$463K -$1.43M -50,048 -76%
CFA
59
Camarda Financial Advisors
Florida
$450K +$326K +11,414 +262%
GC
60
Garde Capital
Washington
$427K -$204K -7,590 -32%
3AM
61
3D Asset Management
Connecticut
$419K -$91.9K -3,222 -18%
GI
62
Gradient Investments
Minnesota
$417K -$7.02K -246 -2%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$386K -$144K -5,066 -27%
PFA
64
Pure Financial Advisors
California
$381K +$17K +596 +5%
NL
65
NWAM LLC
Washington
$375K +$26.7K +934 +8%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$375K +$375K +13,154 New
PG
67
Patten Group
Tennessee
$361K -$35.1K -1,242 -9%
AG
68
Advisor Group
Arizona
$359K +$105K +3,672 +41%
RVPG
69
Relative Value Partners Group
$356K – – –
Wells Fargo
70
Wells Fargo
California
$344K +$156K +5,472 +83%
ASN
71
Advisory Services Network
Georgia
$328K +$127K +4,442 +63%
Citigroup
72
Citigroup
New York
$319K +$33.5K +1,174 +12%
FC
73
Financial Consulate
Maryland
$297K +$8.23K +288 +3%
IFS
74
Ifrah Financial Services
Arkansas
$292K +$17.7K +620 +6%
SGCA
75
Steel Grove Capital Advisors
Tennessee
$281K +$1.77K +62 +0.6%
1 2
3
4 5