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Schwab US TIPS ETF
SCHP

Overview Fund Activity

95 hedge funds and large institutions have $298M invested in Schwab US TIPS ETF in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
22
Increased
30
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$80.6M
2
UCFA
2
United Capital Financial Advisors
Texas
$81.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$36.6M
4
RJA
4
Raymond James & Associates
Florida
$3.75M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$4.45M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$979K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
RCG
3
Ruggie Capital Group
Florida
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$359K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$635K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$76K -$124K -4,636 -62%
VNA
77
Valley National Advisers
Pennsylvania
$74K – – –
PCTC
78
Perkins Coie Trust Company
Washington
$53K – – –
US Bancorp
79
US Bancorp
Minnesota
$43K +$43K +1,620 New
AFP
80
Ausdal Financial Partners
Iowa
$39K +$39K +1,486 New
MWM
81
MinichMacGregor Wealth Management
New York
$38K +$38K +1,402 New
TRCT
82
Tower Research Capital (TRC)
New York
$27K +$23.4K +868 +658%
AP
83
Atwood & Palmer
Missouri
$12K – – –
CDIA
84
Capital Directions Investment Advisors
Georgia
$11K +$11K +400 New
Wells Fargo
85
Wells Fargo
California
$9K -$605K -21,516 -99%
PO
86
Private Ocean
California
$9K – – –
HCM
87
Horrell Capital Management
Arkansas
$6K – – –
CFA
88
Carroll Financial Associates
North Carolina
$4K – – –
MFT
89
Moisand Fitzgerald Tamayo
Florida
$3K +$3K +100 New
ACM
90
Armbruster Capital Management
New York
$3K +$3K +100 New
RBC
91
Roble Belko & Company
Pennsylvania
$1K – – –
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16 – – –
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
– -$2.44M -90,822 Closed
RCG
94
Ruggie Capital Group
Florida
– -$2.23M -82,702 Closed
TCM
95
Tuttle Capital Management
Connecticut
– -$470K -17,546 Closed
REMPR
96
Roof Eidam Maycock Peralta (REMP)
California
– -$338K -12,600 Closed
Citadel Advisors
97
Citadel Advisors
Florida
– -$270K -10,074 Closed
KF
98
Krilogy Financial
Missouri
– -$94K -3,490 Closed
PSI
99
Pinnacle Summer Investments
Virginia
– -$27K -1,000 Closed
WTB
100
Washington Trust Bank
Washington
– -$19K -690 Closed
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