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Schwab US TIPS ETF
SCHP

Overview Fund Activity

150 hedge funds and large institutions have $627M invested in Schwab US TIPS ETF in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 68 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
150
Holders Change
+37
Holders Change %
+32.74%
% of All Funds
3.76%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.2%
New
49
Increased
68
Reduced
23
Closed
10
Calls
$274K
Puts
$2K
Net Calls
+$272K
Net Calls Change
+$272K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$82.5M
2
PAG
2
Pinnacle Advisory Group
Maryland
$45.8M
3
UBS AM
3
UBS AM
Illinois
$32.4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$148M
5
BWA
5
Burt Wealth Advisors
Maryland
$8.58M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
AA
2
Apriem Advisors
California
$3.98M
3
W
3
Wealthfront
California
$14.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$688K
Name Holding Trade Value Shares
Change 		Shares
Change %
RMA
76
Roffman Miller Associates
Pennsylvania
$448K -$21.6K -786 -5%
CWM
77
Cabot Wealth Management
Massachusetts
$446K +$446K +16,258 New
FC
78
Financial Consulate
Maryland
$443K +$158K +5,764 +55%
NL
79
NWAM LLC
Washington
$417K +$57.1K +2,080 +16%
PFA
80
Pure Financial Advisors
California
$414K +$47.5K +1,730 +13%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$411K +$50.5K +1,844 +14%
GI
82
Gradient Investments
Minnesota
$408K +$6.59K +240 +2%
3AM
83
3D Asset Management
Connecticut
$401K -$1.42K -52 -0.4%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$396K +$24.7K +902 +7%
RCG
85
Ruggie Capital Group
Florida
$388K -$598K -21,774 -61%
PS
86
Portfolio Solutions
Michigan
$380K +$380K +13,848 New
PG
87
Patten Group
Tennessee
$369K +$16K +580 +5%
JC
88
Jentner Corp
Ohio
$366K +$366K +13,346 New
BSW
89
Buckingham Strategic Wealth
Missouri
$350K -$163K -5,956 -32%
SWM
90
Stockman Wealth Management
Montana
$345K +$345K +12,600 New
RVPG
91
Relative Value Partners Group
$342K – – –
Citigroup
92
Citigroup
New York
$323K +$16.3K +594 +5%
WP
93
WealthSource Partners
California
$310K +$310K +11,322 New
EWA
94
Exencial Wealth Advisors
Oklahoma
$305K +$305K +11,108 New
RPA
95
Rock Point Advisors
Vermont
$304K +$80.6K +2,936 +36%
MC
96
Matisse Capital
Oregon
$300K +$300K +10,934 New
Bessemer Group
97
Bessemer Group
New Jersey
$297K +$297K +10,820 New
CFMC
98
Curbstone Financial Management Corp
New Hampshire
$296K +$296K +10,800 New
SFS
99
Strategic Financial Services
New York
$290K +$290K +10,592 New
AIP
100
Almanack Investment Partners
Pennsylvania
$285K +$285K +10,396 New
2 3
4
5 6