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Schwab US TIPS ETF
SCHP

Overview Fund Activity

317 hedge funds and large institutions have $4.61B invested in Schwab US TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+13
Holders Change %
+4.28%
% of All Funds
6.87%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
50
Increased
123
Reduced
93
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.19B
2
AssetMark Inc
2
AssetMark Inc
California
$69.2M
3
FEG
3
Fund Evaluation Group
Ohio
$43.8M
4
NA
4
NextCapital Advisers
Illinois
$41.1M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$235M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$554M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$141M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$34.3M
4
MIH
4
Madison Investment Holdings
Wisconsin
$57.6M
5
Jane Street
5
Jane Street
New York
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$6.26M +$4.92M +178,992 +368%
Morgan Stanley
52
Morgan Stanley
New York
$6.2M -$178K -6,472 -3%
Ameriprise
53
Ameriprise
Minnesota
$5.88M -$393K -14,268 -6%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$5.57M +$214K +7,784 +4%
SWM
55
SeaCrest Wealth Management
New York
$5.54M -$400K -14,564 -7%
PAG
56
Private Advisor Group
New Jersey
$5.43M -$867K -31,522 -14%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$5.27M +$2.17M +78,766 +70%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$5.12M +$122K +4,424 +2%
LF
59
Lee Financial
Texas
$5.1M +$216K +7,864 +4%
Truist Financial
60
Truist Financial
North Carolina
$5.09M +$288K +10,482 +6%
LCC
61
Lincoln Capital Corp
Rhode Island
$5.04M +$75K +2,726 +2%
AWM
62
Avior Wealth Management
Nebraska
$4.8M +$54.9K +1,996 +1%
IFS
63
Ifrah Financial Services
Arkansas
$4.79M +$53.2K +1,934 +1%
AMG
64
Asset Management Group
Connecticut
$4.56M +$2.86K +104 +0.1%
JFG
65
JMG Financial Group
Illinois
$4.47M -$54.4K -1,978 -1%
MWA
66
MFA Wealth Advisors
Pennsylvania
$4.31M +$671K +24,490 +18%
LFS
67
Lutz Financial Services
Nebraska
$4.01M -$295K -10,724 -7%
MML Investors Services
68
MML Investors Services
Massachusetts
$3.95M +$371K +13,486 +10%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$3.95M -$802K -29,156 -17%
Goldman Sachs
70
Goldman Sachs
New York
$3.87M +$3.87M +140,810 New
LGWM
71
Litman Gregory Wealth Management
California
$3.83M +$257K +9,364 +7%
SFPM
72
Sensible Financial Planning & Management
Massachusetts
$3.56M +$53.1K +1,930 +2%
KC
73
Kingfisher Capital
North Carolina
$3.13M -$2.26K -82 -0.1%
Allianz Asset Management
74
Allianz Asset Management
Germany
$3.11M -$13.3M -483,778 -81%
TIM
75
Tortoise Investment Management
New York
$2.99M +$729K +26,500 +32%
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