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Schwab US TIPS ETF
SCHP

Overview Fund Activity

304 hedge funds and large institutions have $4.44B invested in Schwab US TIPS ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 36 closing their positions.

Holders
304
Holders Change
+20
Holders Change %
+7.04%
% of All Funds
6.78%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.47%
New
60
Increased
97
Reduced
113
Closed
36
Calls
$298K
Puts
–
Net Calls
+$298K
Net Calls Change
-$26K

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$220M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$635M
3
WCM
3
Wealthcare Capital Management
Virginia
$67.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$44.3M
5
Wells Fargo
5
Wells Fargo
California
$48.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.98B
2
PAG
2
Pinnacle Advisory Group
Maryland
$1.9M
3
UBS Group
3
UBS Group
Switzerland
$16M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$1.46M
5
MIH
5
Madison Investment Holdings
Wisconsin
$84.7M
Name Market Value Shares Shares
Change 		Shares
Change %
FIMG
51
Financial & Investment Management Group
Michigan
$6.05M 113,674 -195,313 -63%
HighTower Advisors
52
HighTower Advisors
Illinois
$5.86M 110,621 -52,686 -32%
SWM
53
SeaCrest Wealth Management
New York
$5.75M 108,051 -6,320 -6%
LWS
54
Lucia Wealth Services
California
$5.69M 106,936 -32,217 -23%
LA
55
LVW Advisors
New York
$5.47M 102,742 +48,507 +89%
WCM
56
Weatherstone Capital Management
Colorado
$5.27M 97,658 +97,658 New
RJFSA
57
Raymond James Financial Services Advisors
Florida
$5.18M 97,330 +12,600 +15%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$4.84M 90,818 -12,054 -12%
LCC
59
Lincoln Capital Corp
Rhode Island
$4.8M 90,188 -4,905 -5%
LF
60
Lee Financial
Texas
$4.73M 88,776 -37,069 -29%
Truist Financial
61
Truist Financial
North Carolina
$4.65M 87,294 +476 +0.5%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$4.6M 86,405 +3,590 +4%
AWM
63
Avior Wealth Management
Nebraska
$4.6M 86,359 +4,834 +6%
IFS
64
Ifrah Financial Services
Arkansas
$4.59M 86,199 -658 -0.8%
AMG
65
Asset Management Group
Connecticut
$4.41M 82,814 +849 +1%
JFG
66
JMG Financial Group
Illinois
$4.38M 82,316 +75,332 +1,079%
LFS
67
Lutz Financial Services
Nebraska
$4.17M 78,254 -2,609 -3%
FTUS
68
Flow Traders U.S.
New York
$3.7M 69,382 +60,715 +701%
ONB
69
Old National Bancorp
Indiana
$3.58M 67,176 -40,487 -38%
MWA
70
MFA Wealth Advisors
Pennsylvania
$3.52M 66,313 -6,876 -9%
MML Investors Services
71
MML Investors Services
Massachusetts
$3.47M 65,147 -7,089 -10%
LGWM
72
Litman Gregory Wealth Management
California
$3.46M 64,963 +2,113 +3%
SFPM
73
Sensible Financial Planning & Management
Massachusetts
$3.4M 63,829 +3,951 +7%
KC
74
Kingfisher Capital
North Carolina
$3.03M 56,965 +79 +0.1%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$3.01M 56,452 +33,982 +151%
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