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Schwab US TIPS ETF
SCHP

Overview Fund Activity

110 hedge funds and large institutions have $502M invested in Schwab US TIPS ETF in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
110
Holders Change
+11
Holders Change %
+11.11%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
23
Increased
48
Reduced
24
Closed
10
Calls
$355K
Puts
–
Net Calls
+$355K
Net Calls Change
+$355K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$86.8M
2
UCFA
2
United Capital Financial Advisors
Texas
$134M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$131M
4
MIS
4
Morningstar Investment Services
Illinois
$11.7M
5
AA
5
Apriem Advisors
California
$6.69M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$108K
2
VFS
2
VSR Financial Services
Kansas
$0
3
CIC
3
Cutler Investment Counsel
Oregon
$559K
4
CIM
4
Cambria Investment Management
California
$0
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$271K +$271K +9,594 New
IA
77
IFP Advisors
Florida
$256K +$185K +6,530 +258%
BlackRock
78
BlackRock
New York
$252K -$2.88K -102 -1%
AG
79
Advisor Group
Arizona
$251K +$251K +8,920 New
AIM
80
Avity Investment Management
Connecticut
$249K – – –
CA
81
Cambridge Advisors
Nebraska
$249K +$249K +8,808 New
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$225K – – –
ACM
83
Argentus Capital Management
Texas
$222K +$222K +7,854 New
NDSI
84
Newman Dignan & Sheerar Inc
Rhode Island
$207K +$207K +7,334 New
BSB
85
Bangor Savings Bank
Maine
$204K -$5.71K -202 -3%
ASN
86
Advisory Services Network
Georgia
$199K +$62.7K +2,220 +46%
Wells Fargo
87
Wells Fargo
California
$186K +$15K +532 +9%
CFA
88
Camarda Financial Advisors
Florida
$123K +$123K +4,352 New
UBS Group
89
UBS Group
Switzerland
$108K -$12.5M -443,096 -99%
VNA
90
Valley National Advisers
Pennsylvania
$79K – – –
MSFP
91
Mark Sheptoff Financial Planning
Connecticut
$64K +$64K +2,272 New
PCTC
92
Perkins Coie Trust Company
Washington
$56K – – –
US Bancorp
93
US Bancorp
Minnesota
$46K – – –
KF
94
Krilogy Financial
Missouri
$40K -$6.67K -234 -14%
AF
95
Allworth Financial
California
$39K -$59.5K -2,080 -60%
MWM
96
MinichMacGregor Wealth Management
New York
$39K – – –
PSUF
97
People's United Financial
Connecticut
$38K +$38K +1,336 New
IF
98
Ironwood Financial
Arizona
$22K – – –
RFA
99
Reilly Financial Advisors
California
$20K +$20K +722 New
MA
100
MCF Advisors
Kentucky
$14K +$6.4K +222 +84%
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4
5