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Schwab US TIPS ETF
SCHP

Overview Fund Activity

99 hedge funds and large institutions have $397M invested in Schwab US TIPS ETF in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2.64%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
17
Increased
43
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$119M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$117M
3
UBS Group
3
UBS Group
Switzerland
$12.4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$44.3M
5
W
5
Wealthfront
California
$12.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.48M
2
RJA
2
Raymond James & Associates
Florida
$0
3
FWM
3
Frontier Wealth Management
Missouri
$5.37M
4
Jane Street
4
Jane Street
New York
$1.37M
5
KC
5
Kingfisher Capital
North Carolina
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
76
American International Group
New York
$149K 5,374 +1,600 +42%
ASN
77
Advisory Services Network
Georgia
$134K 4,828 +62 +1%
BWA
78
Burt Wealth Advisors
Maryland
$107K 3,850 -25,308 -87%
AF
79
Allworth Financial
California
$96K 3,444 -88 -2%
VNA
80
Valley National Advisers
Pennsylvania
$78K 2,802 +10 +0.4%
IA
81
IFP Advisors
Florida
$70K 2,530 -694 -22%
PCTC
82
Perkins Coie Trust Company
Washington
$56K 2,000 – –
US Bancorp
83
US Bancorp
Minnesota
$45K 1,620 – –
KF
84
Krilogy Financial
Missouri
$45K 1,638 +1,638 New
MWM
85
MinichMacGregor Wealth Management
New York
$38K 1,396 -6 -0.4%
S
86
SignatureFD
Georgia
$37K 1,338 +1,338 New
IF
87
Ironwood Financial
Arizona
$21K 770 +770 New
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K 612 +2 +0.3%
CDIA
89
Capital Directions Investment Advisors
Georgia
$11K 400 – –
PO
90
Private Ocean
California
$9K 334 – –
MA
91
MCF Advisors
Kentucky
$7K 264 +264 New
SWA
92
Sutton Wealth Advisors
Florida
$6.89K 248 +248 New
HCM
93
Horrell Capital Management
Arkansas
$6K 210 – –
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$6K 232 +232 New
CK
95
Carnick & Kubik
Colorado
$5K 184 +184 New
MFT
96
Moisand Fitzgerald Tamayo
Florida
$3K 100 – –
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$1K 32 -23,880 -100%
SEI Investments
98
SEI Investments
Pennsylvania
$1K 30 +30 New
RJA
99
Raymond James & Associates
Florida
– – -141,142 Closed
PS
100
Portfolio Solutions
Michigan
– – -26,480 Closed
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4
5