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Schwab US TIPS ETF
SCHP

Overview Fund Activity

284 hedge funds and large institutions have $4.32B invested in Schwab US TIPS ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 142 increasing their positions, 72 reducing their positions, and 26 closing their positions.

Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
6.5%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.39%
New
30
Increased
142
Reduced
72
Closed
26
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
+$77K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$170M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.23B
3
UBS Group
3
UBS Group
Switzerland
$52.5M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$34.8M
5
US Bancorp
5
US Bancorp
Minnesota
$195M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
QAM
2
Q3 Asset Management
Michigan
$0
3
FA
3
FDx Advisors
Illinois
$656K
4
11A
4
10-15 Associates
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$664K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$5.55M -$862K -31,948 -13%
ACG
52
Allen Capital Group
Nebraska
$5.27M +$1.11M +41,104 +27%
LCC
53
Lincoln Capital Corp
Rhode Island
$5.13M -$45.2K -1,674 -0.9%
IFS
54
Ifrah Financial Services
Arkansas
$4.69M +$65.1K +2,412 +1%
Truist Financial
55
Truist Financial
North Carolina
$4.68M +$379K +14,042 +9%
Ameriprise
56
Ameriprise
Minnesota
$4.6M +$417K +15,462 +10%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$4.57M +$300K +11,132 +7%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$4.47M +$652K +24,158 +17%
AMG
59
Asset Management Group
Connecticut
$4.42M +$98.8K +3,662 +2%
AWM
60
Avior Wealth Management
Nebraska
$4.4M +$136K +5,050 +3%
LFS
61
Lutz Financial Services
Nebraska
$4.36M +$525K +19,476 +14%
MML Investors Services
62
MML Investors Services
Massachusetts
$3.9M +$955K +35,378 +32%
MWA
63
MFA Wealth Advisors
Pennsylvania
$3.86M -$169K -6,426 -4%
Goldman Sachs
64
Goldman Sachs
New York
$3.8M +$324 +12 +0%
FWM
65
Frontier Wealth Management
Missouri
$3.77M +$502K +18,600 +15%
WAM
66
Wealthspire Advisors (Maryland)
Maryland
$3.54M -$239K -8,868 -6%
LGWM
67
Litman Gregory Wealth Management
California
$3.39M +$3.35M +124,290 +8,815%
AA
68
Advisory Alpha
Michigan
$3.29M -$1.99M -74,234 -38%
SFPM
69
Sensible Financial Planning & Management
Massachusetts
$3.23M +$152K +5,616 +5%
HI
70
Hudock Inc
Pennsylvania
$3.21M -$707K -26,220 -18%
KC
71
Kingfisher Capital
North Carolina
$3.07M +$254K +9,428 +9%
WLIM
72
White Lighthouse Investment Management
Massachusetts
$2.97M -$83K -3,078 -3%
LA
73
LVW Advisors
New York
$2.93M +$164K +6,070 +6%
CTC
74
Central Trust Company
Missouri
$2.86M +$874K +32,392 +44%
SA
75
Strategic Advisors
New York
$2.72M +$96.3K +3,570 +4%
1 2
3
4 5