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Schwab US TIPS ETF
SCHP

Overview Fund Activity

254 hedge funds and large institutions have $1.8B invested in Schwab US TIPS ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+10
Holders Change %
+4.1%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.37%
New
35
Increased
119
Reduced
65
Closed
23
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
+$247K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$130M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$370M
3
MIH
3
Madison Investment Holdings
Wisconsin
$74.5M
4
CSIA
4
Charles Schwab Investment Advisory
California
$332M
5
MCM
5
Makena Capital Management
California
$29.4M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$9.78M
2
VIA
2
Vantage Investment Advisors
Pennsylvania
$1.03M
3
W
3
Wealthfront
California
$22.7M
4
AFS
4
Access Financial Services
Minnesota
$0
5
VCM
5
Vigilant Capital Management
Maine
$331K
Name Holding Trade Value Shares
Change 		Shares
Change %
I
51
INVST
Indiana
$4.11M +$323K +11,800 +9%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$4.05M +$696K +25,372 +21%
FA
53
FDx Advisors
Illinois
$3.93M +$264K +9,624 +7%
WAM
54
Wealthspire Advisors (Maryland)
Maryland
$3.92M +$499K +18,196 +15%
Truist Financial
55
Truist Financial
North Carolina
$3.85M +$446K +16,242 +13%
MWA
56
MFA Wealth Advisors
Pennsylvania
$3.8M -$117K -4,318 -3%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$3.76M +$149K +5,430 +4%
Ameriprise
58
Ameriprise
Minnesota
$3.68M +$519K +19,090 +16%
LFS
59
Lutz Financial Services
Nebraska
$3.62M -$42.6K -1,554 -1%
Comerica Bank
60
Comerica Bank
Texas
$3.52M +$3.29M +120,150 +1,473%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$3.23M -$24.1K -878 -0.7%
WLIM
62
White Lighthouse Investment Management
Massachusetts
$3.15M +$8.12K +296 +0.3%
PAG
63
Private Advisor Group
New Jersey
$3.12M +$1.3M +47,278 +71%
KC
64
Kingfisher Capital
North Carolina
$3.04M +$129K +4,696 +4%
SFPM
65
Sensible Financial Planning & Management
Massachusetts
$3M +$191K +6,958 +7%
FAM
66
Foothills Asset Management
Arizona
$2.67M +$1.59M +58,066 +149%
MFP
67
Mosaic Financial Partners
California
$2.64M -$311K -11,342 -11%
LA
68
LVW Advisors
New York
$2.62M +$2.24M +81,524 +583%
SA
69
Strategic Advisors
New York
$2.55M +$172K +6,256 +7%
DSC
70
Duncker Streett & Co
Missouri
$2.38M -$247K -8,992 -9%
MML Investors Services
71
MML Investors Services
Massachusetts
$2.35M +$96.1K +3,502 +4%
ACM
72
AlphaStar Capital Management
North Carolina
$2.31M +$148K +5,388 +7%
RJA
73
Raymond James & Associates
Florida
$2.25M +$635K +23,142 +39%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$2.24M +$1.56M +56,952 +231%
FA
75
FC Advisory
Pennsylvania
$2.11M +$178K +6,472 +9%
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