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Schwab US TIPS ETF
SCHP

Overview Fund Activity

113 hedge funds and large institutions have $456M invested in Schwab US TIPS ETF in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
13
Increased
53
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$131M
2
MIS
2
Morningstar Investment Services
Illinois
$18.1M
3
CIA
3
Capital Investment Advisors
Georgia
$6.05M
4
VCM
4
Vigilant Capital Management
Maine
$5.75M
5
CLOS
5
Compagnie Lombard Odier SCmA
Switzerland
$3.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$72.1M
2
UCFA
2
United Capital Financial Advisors
Texas
$76.3M
3
Bank of America
3
Bank of America
North Carolina
$3.77M
4
KC
4
Kingfisher Capital
North Carolina
$0
5
Wolverine Trading
5
Wolverine Trading
Illinois
$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
76
Cutler Investment Counsel
Oregon
$272K -$293K -10,274 -52%
M&T Bank
77
M&T Bank
New York
$261K -$143K -5,034 -35%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$259K +$31.7K +1,110 +14%
CA
79
Cambridge Advisors
Nebraska
$251K – – –
AIM
80
Avity Investment Management
Connecticut
$249K – – –
BlackRock
81
BlackRock
New York
$245K -$9.48K -332 -4%
SWP
82
Stratos Wealth Partners
Ohio
$234K +$234K +8,204 New
RPA
83
Rock Point Advisors
Vermont
$232K +$232K +8,138 New
FTS
84
Fifth Third Securities
Ohio
$229K +$229K +8,044 New
NDSI
85
Newman Dignan & Sheerar Inc
Rhode Island
$221K +$11.5K +402 +5%
Wolverine Trading
86
Wolverine Trading
Illinois
$208K -$1.74M -61,130 -89%
BSB
87
Bangor Savings Bank
Maine
$205K -$570 -20 -0.3%
IA
88
IFP Advisors
Florida
$198K -$61.2K -2,138 -24%
Creative Planning
89
Creative Planning
Kansas
$138K +$130K +4,568 +1,631%
BBPWM
90
Blue Bell Private Wealth Management
Pennsylvania
$127K -$191K -6,660 -60%
UBS Group
91
UBS Group
Switzerland
$111K +$1.72K +60 +2%
AA
92
Advisory Alpha
Michigan
$95K +$88.8K +3,118 +1,444%
VNA
93
Valley National Advisers
Pennsylvania
$80K – – –
PCTC
94
Perkins Coie Trust Company
Washington
$57K – – –
PSUF
95
People's United Financial
Connecticut
$45K +$7.09K +250 +19%
MWM
96
MinichMacGregor Wealth Management
New York
$39K – – –
KF
97
Krilogy Financial
Missouri
$34K -$5.65K -200 -14%
S
98
SignatureFD
Georgia
$31K +$31K +1,102 New
JFA
99
JNBA Financial Advisors
Minnesota
$31K +$31K +1,102 New
GBBWRPM
100
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K +$25K +902 New
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4
5