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Schwab US TIPS ETF
SCHP

Overview Fund Activity

201 hedge funds and large institutions have $1.24B invested in Schwab US TIPS ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 46 reducing their positions, and 17 closing their positions.

Holders
201
Holders Change
+12
Holders Change %
+6.35%
% of All Funds
5.02%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
31
Increased
99
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$300M
2
CSIA
2
Charles Schwab Investment Advisory
California
$259M
3
MCM
3
Makena Capital Management
California
$32.1M
4
PAG
4
Pinnacle Advisory Group
Maryland
$49.8M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$7.48M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$544K
2
AL
2
Aspiriant LLC
California
$1.66M
3
MIH
3
Madison Investment Holdings
Wisconsin
$7M
4
M&T Bank
4
M&T Bank
New York
$9.91M
5
AA
5
Apriem Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
51
Wealthspire Advisors (Maryland)
Maryland
$3.14M 113,522 +9,576 +9%
Truist Financial
52
Truist Financial
North Carolina
$2.95M 106,590 +106,590 New
Jane Street
53
Jane Street
New York
$2.92M 105,752 +105,752 New
KC
54
Kingfisher Capital
North Carolina
$2.92M 105,702 -1,626 -2%
SWM
55
SigFig Wealth Management
California
$2.7M 97,880 +4,752 +5%
PFM
56
Peak Financial Management
Massachusetts
$2.69M 97,190 +97,190 New
MFP
57
Mosaic Financial Partners
California
$2.65M 96,070 -4,832 -5%
SA
58
Strategic Advisors
New York
$2.08M 75,256 +3,630 +5%
VF
59
Virtu Financial
New York
$2.01M 72,678 +72,678 New
FA
60
FC Advisory
Pennsylvania
$2M 72,356 +5,996 +9%
William Blair & Company
61
William Blair & Company
Illinois
$1.97M 71,310 +41,700 +141%
AWM
62
AE Wealth Management
Kansas
$1.95M 70,404 +20,724 +42%
ACM
63
AlphaStar Capital Management
North Carolina
$1.87M 68,266 +68,266 New
LFA
64
Landmark Financial Advisors
Kentucky
$1.85M 66,944 +20,194 +43%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.84M 66,510 +5,456 +9%
HCM
66
Horan Capital Management
Maryland
$1.78M 64,582 +3,584 +6%
EWM
67
Empirical Wealth Management
Washington
$1.78M 64,346 +82 +0.1%
WP
68
WealthSource Partners
California
$1.77M 64,106 +2,372 +4%
Morgan Stanley
69
Morgan Stanley
New York
$1.75M 63,206 +9,900 +19%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$1.7M 61,536 +402 +0.7%
AA
71
Alesco Advisors
New York
$1.66M 60,054 +1,314 +2%
AL
72
Aspiriant LLC
California
$1.66M 59,958 -292,872 -83%
TFA
73
Transamerica Financial Advisors
Florida
$1.65M 59,806 -1,398 -2%
RC
74
Roundview Capital
New Jersey
$1.6M 57,722 +474 +0.8%
CA
75
Callahan Advisors
Texas
$1.48M 53,446 +3,260 +6%
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