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Schwab US TIPS ETF
SCHP

Overview Fund Activity

244 hedge funds and large institutions have $1.5B invested in Schwab US TIPS ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
244
Holders Change
+43
Holders Change %
+21.39%
% of All Funds
5.54%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
60
Increased
112
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$49.9M
2
AssetMark Inc
2
AssetMark Inc
California
$52.8M
3
CSIA
3
Charles Schwab Investment Advisory
California
$297M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$41.4M
5
FIMG
5
Financial & Investment Management Group
Michigan
$17M

Top Sellers

1
MCM
1
Makena Capital Management
California
$0
2
M&T Bank
2
M&T Bank
New York
$1.87M
3
SBL
3
Sargent Bickham Lagudis
Colorado
$5.03M
4
CLOS
4
Compagnie Lombard Odier SCmA
Switzerland
$0
5
FWM
5
Frontier Wealth Management
Missouri
$4.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LFS
51
Lutz Financial Services
Nebraska
$3.7M 133,378 +133,378 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$3.65M 131,772 +70,236 +114%
WAM
53
Wealthspire Advisors (Maryland)
Maryland
$3.45M 124,478 +10,956 +10%
Truist Financial
54
Truist Financial
North Carolina
$3.44M 123,990 +17,400 +16%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$3.39M 122,316 +122,316 New
VOYA Investment Management
56
VOYA Investment Management
Georgia
$3.29M 118,742 +4,514 +4%
SWM
57
SigFig Wealth Management
California
$3.22M 116,432 +18,552 +19%
Ameriprise
58
Ameriprise
Minnesota
$3.22M 116,056 -8,674 -7%
WLIM
59
White Lighthouse Investment Management
Massachusetts
$3.17M 114,510 +114,510 New
MFP
60
Mosaic Financial Partners
California
$2.98M 107,604 +11,534 +12%
KC
61
Kingfisher Capital
North Carolina
$2.95M 106,248 +546 +0.5%
SFPM
62
Sensible Financial Planning & Management
Massachusetts
$2.84M 102,312 -11,590 -10%
DSC
63
Duncker Streett & Co
Missouri
$2.65M 95,664 +95,664 New
VF
64
Virtu Financial
New York
$2.56M 92,352 +19,674 +27%
NCM
65
Northwest Capital Management
Oregon
$2.46M 88,688 +88,688 New
SA
66
Strategic Advisors
New York
$2.4M 86,722 +11,466 +15%
NCMW
67
Northern Capital Management (Wisconsin)
Wisconsin
$2.38M 85,900 +59,530 +226%
MML Investors Services
68
MML Investors Services
Massachusetts
$2.28M 82,222 +15,712 +24%
ACM
69
AlphaStar Capital Management
North Carolina
$2.24M 78,938 +10,672 +16%
FA
70
FC Advisory
Pennsylvania
$1.95M 70,410 -1,946 -3%
AA
71
Alesco Advisors
New York
$1.92M 69,322 +9,268 +15%
WPA
72
West Paces Advisors
Georgia
$1.91M 68,834 +66,370 +2,694%
AA
73
Advisory Alpha
Michigan
$1.9M 69,480 +63,772 +1,117%
M&T Bank
74
M&T Bank
New York
$1.87M 67,504 -291,170 -81%
PAG
75
Private Advisor Group
New Jersey
$1.84M 66,478 -74,348 -53%
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