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Schwab US TIPS ETF
SCHP

Overview Fund Activity

150 hedge funds and large institutions have $627M invested in Schwab US TIPS ETF in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 68 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
150
Holders Change
+37
Holders Change %
+32.74%
% of All Funds
3.76%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.2%
New
49
Increased
68
Reduced
23
Closed
10
Calls
$274K
Puts
$2K
Net Calls
+$272K
Net Calls Change
+$272K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$82.5M
2
PAG
2
Pinnacle Advisory Group
Maryland
$45.8M
3
UBS AM
3
UBS AM
Illinois
$32.4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$148M
5
BWA
5
Burt Wealth Advisors
Maryland
$8.58M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
AA
2
Apriem Advisors
California
$3.98M
3
W
3
Wealthfront
California
$14.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$688K
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
51
Bangor Savings Bank
Maine
$1.1M +$900K +32,830 +456%
SAM
52
SignalPoint Asset Management
Missouri
$1.07M -$3.51K -128 -0.3%
GC
53
Garde Capital
Washington
$1.04M +$600K +21,880 +138%
VCP
54
Vista Capital Partners
Oregon
$1.02M -$18.6K -680 -2%
MFS
55
MSI Financial Services
Massachusetts
$972K +$248K +9,064 +34%
SG Americas Securities
56
SG Americas Securities
New York
$903K – – –
BFPW
57
BOK Financial Private Wealth
Colorado
$869K +$330K +12,048 +61%
VV
58
Valentine Ventures
Oregon
$829K +$1.43K +52 +0.2%
GC
59
Gilbert & Cook
Iowa
$824K +$824K +30,034 New
LFA
60
Landmark Financial Advisors
Kentucky
$783K +$74.6K +2,722 +11%
SA
61
SRH Advisors
Kansas
$773K +$235K +8,560 +44%
FAM
62
Foothills Asset Management
Arizona
$750K +$750K +27,352 New
Morgan Stanley
63
Morgan Stanley
New York
$743K +$192K +6,994 +35%
GS
64
Girard Securities
California
$742K +$297K +10,820 +67%
AG
65
Advisor Group
Arizona
$714K +$368K +13,424 +107%
Allianz Asset Management
66
Allianz Asset Management
Germany
$688K -$1.69M -61,718 -71%
SWP
67
Stratos Wealth Partners
Ohio
$679K +$454K +16,570 +202%
PWM
68
Perigon Wealth Management
California
$658K +$112K +4,076 +21%
LYV
69
Live Your Vision
Pennsylvania
$657K -$134K -4,876 -17%
Wolverine Trading
70
Wolverine Trading
Illinois
$571K +$371K +13,544 +186%
M&T Bank
71
M&T Bank
New York
$536K +$285K +10,388 +113%
WA
72
Waverly Advisors
Alabama
$527K +$10.4K +378 +2%
Wells Fargo
73
Wells Fargo
California
$478K +$148K +5,396 +45%
LF
74
Lee Financial
Texas
$453K +$453K +16,514 New
FTS
75
Fifth Third Securities
Ohio
$451K +$229K +8,318 +103%
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