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Schwab US TIPS ETF
SCHP

Overview Fund Activity

85 hedge funds and large institutions have $273M invested in Schwab US TIPS ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
34
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$74.9M
2
CSIA
2
Charles Schwab Investment Advisory
California
$29.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$72.8M
4
Bank of America
4
Bank of America
North Carolina
$11.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.44M

Top Sellers

1
FWM
1
Frontier Wealth Management
Missouri
$6.83M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$7.3M
3
Jane Street
3
Jane Street
New York
$2.11M
4
EWM
4
Empirical Wealth Management
Washington
$3.87M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
76
Private Ocean
California
$9K – – –
HCM
77
Horrell Capital Management
Arkansas
$6K +$4.29K +150 +250%
CFA
78
Carroll Financial Associates
North Carolina
$4K -$4.15K -168 -51%
HCMT
79
Highland Capital Management (Tennessee)
Tennessee
$4K – – –
TRCT
80
Tower Research Capital (TRC)
New York
$4K +$4K +132 New
CK
81
Carnick & Kubik
Colorado
$2.42K +$2.42K +90 New
RBC
82
Roble Belko & Company
Pennsylvania
$1K – – –
Creative Planning
83
Creative Planning
Kansas
$1K +$1K +40 New
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16 +$16 +610 New
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
– -$821K -30,272 Closed
TCM
86
Twele Capital Management
Minnesota
– -$451K -16,624 Closed
CCS
87
Crosspoint Capital Strategies
California
– -$16K -600 Closed
TCM
88
Tradewinds Capital Management
Washington
– -$15K -548 Closed
PIA
89
Peachtree Investment Advisors
Georgia
– -$8K -280 Closed
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