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Schwab US TIPS ETF
SCHP

Overview Fund Activity

189 hedge funds and large institutions have $840M invested in Schwab US TIPS ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 98 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
4.72%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
30
Increased
98
Reduced
33
Closed
12
Calls
$315K
Puts
–
Net Calls
+$315K
Net Calls Change
+$60K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$216M
2
M&T Bank
2
M&T Bank
New York
$15.3M
3
W
3
Wealthfront
California
$24.4M
4
Bank of America
4
Bank of America
North Carolina
$18.9M
5
Wells Fargo
5
Wells Fargo
California
$6.75M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$41.4M
2
PAG
2
Pinnacle Advisory Group
Maryland
$37.5M
3
UBS AM
3
UBS AM
Illinois
$23.9M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
VWM
5
Venturi Wealth Management
Texas
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
VWM
51
Venturi Wealth Management
Texas
$2.29M 83,054 -109,826 -57%
SA
52
Strategic Advisors
New York
$1.97M 71,626 +71,626 New
GC
53
Gilbert & Cook
Iowa
$1.88M 68,314 +37,960 +125%
FA
54
FC Advisory
Pennsylvania
$1.83M 66,360 +66,360 New
Wolverine Trading
55
Wolverine Trading
Illinois
$1.81M 65,674 +47,344 +258%
I
56
INVST
Indiana
$1.79M 64,556 +64,556 New
AIP
57
Almanack Investment Partners
Pennsylvania
$1.78M 64,646 +30,670 +90%
EWM
58
Empirical Wealth Management
Washington
$1.77M 64,264 -930 -1%
WP
59
WealthSource Partners
California
$1.7M 61,734 -1,160 -2%
TFA
60
Transamerica Financial Advisors
Florida
$1.69M 61,204 -16 -0%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.68M 61,134 +2,676 +5%
MML Investors Services
62
MML Investors Services
Massachusetts
$1.68M 61,054 +61,054 New
HCM
63
Horan Capital Management
Maryland
$1.68M 60,998 +60,998 New
AA
64
Alesco Advisors
New York
$1.62M 58,740 +1,478 +3%
RC
65
Roundview Capital
New Jersey
$1.58M 57,248 -312 -0.5%
Morgan Stanley
66
Morgan Stanley
New York
$1.47M 53,306 +27,092 +103%
CIA
67
Capital Investment Advisors
Georgia
$1.39M 50,418 -23,282 -32%
CA
68
Callahan Advisors
Texas
$1.38M 50,186 +2,492 +5%
Allianz Asset Management
69
Allianz Asset Management
Germany
$1.37M 49,826 +30,146 +153%
AWM
70
AE Wealth Management
Kansas
$1.37M 49,680 +49,680 New
SS
71
Simplicity Solutions
Minnesota
$1.37M 49,606 +49,606 New
Invesco
72
Invesco
Georgia
$1.35M 48,840 +8,128 +20%
FF
73
Friedenthal Financial
New Jersey
$1.29M 46,960 +2,268 +5%
LFA
74
Landmark Financial Advisors
Kentucky
$1.29M 46,750 +5,032 +12%
AI
75
Atria Investments
North Carolina
$1.26M 45,694 +45,694 New
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