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Schwab US TIPS ETF
SCHP

Overview Fund Activity

173 hedge funds and large institutions have $791M invested in Schwab US TIPS ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
173
Holders Change
+23
Holders Change %
+15.33%
% of All Funds
4.31%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
38
Increased
75
Reduced
35
Closed
13
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
-$17K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$182M
2
AWE
2
Avidian Wealth Enterprises
Texas
$25.7M
3
UBS Group
3
UBS Group
Switzerland
$105M
4
VIA
4
Vantage Investment Advisors
Pennsylvania
$20.2M
5
MCM
5
Makena Capital Management
California
$16.6M

Top Sellers

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$0
2
CIA
2
Capital Investment Advisors
Georgia
$2.05M
3
FWM
3
Frontier Wealth Management
Missouri
$3.99M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$2.94M
5
UBS AM
5
UBS AM
Illinois
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
51
Girard Securities
California
$1.67M +$920K +33,126 +122%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.62M -$364K -13,122 -18%
RC
53
Roundview Capital
New Jersey
$1.6M +$395K +14,240 +33%
AA
54
Alesco Advisors
New York
$1.59M +$139K +4,992 +10%
CA
55
Callahan Advisors
Texas
$1.32M -$14.5K -524 -1%
GC
56
Garde Capital
Washington
$1.27M +$225K +8,118 +21%
TSW
57
Thompson Siegel & Walmsley
Virginia
$1.27M – – –
FF
58
Friedenthal Financial
New Jersey
$1.24M +$79.7K +2,870 +7%
BSB
59
Bangor Savings Bank
Maine
$1.23M +$114K +4,118 +10%
LFA
60
Landmark Financial Advisors
Kentucky
$1.16M +$365K +13,156 +46%
SAM
61
SignalPoint Asset Management
Missouri
$1.14M +$62.8K +2,264 +6%
Invesco
62
Invesco
Georgia
$1.13M +$14.8K +534 +1%
CWM
63
Cabot Wealth Management
Massachusetts
$1.05M +$602K +21,688 +133%
RCG
64
Ruggie Capital Group
Florida
$1.05M +$660K +23,766 +168%
VCP
65
Vista Capital Partners
Oregon
$1.02M -$8.77K -316 -0.9%
SA
66
SRH Advisors
Kansas
$955K +$172K +6,190 +22%
AIP
67
Almanack Investment Partners
Pennsylvania
$943K +$654K +23,580 +227%
SG Americas Securities
68
SG Americas Securities
New York
$914K – – –
FAM
69
Foothills Asset Management
Arizona
$895K +$136K +4,894 +18%
AG
70
Advisor Group
Arizona
$861K +$139K +5,014 +19%
GC
71
Gilbert & Cook
Iowa
$843K +$8.89K +320 +1%
BFPW
72
BOK Financial Private Wealth
Colorado
$803K -$77K -2,776 -9%
Morgan Stanley
73
Morgan Stanley
New York
$728K -$25.4K -916 -3%
CA
74
Cetera Advisors
Colorado
$688K +$688K +24,814 New
IA
75
IFP Advisors
Florida
$650K +$399K +14,358 +159%
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3
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