SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

173 hedge funds and large institutions have $791M invested in Schwab US TIPS ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
173
Holders Change
+23
Holders Change %
+15.33%
% of All Funds
4.31%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
38
Increased
75
Reduced
35
Closed
13
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
-$17K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$182M
2
AWE
2
Avidian Wealth Enterprises
Texas
$25.7M
3
UBS Group
3
UBS Group
Switzerland
$105M
4
VIA
4
Vantage Investment Advisors
Pennsylvania
$20.2M
5
MCM
5
Makena Capital Management
California
$16.6M

Top Sellers

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$0
2
CIA
2
Capital Investment Advisors
Georgia
$2.05M
3
FWM
3
Frontier Wealth Management
Missouri
$3.99M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$2.94M
5
UBS AM
5
UBS AM
Illinois
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
76
Perigon Wealth Management
California
$637K 22,930 -920 -4%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$595K 21,428 +6,990 +48%
LYV
78
Live Your Vision
Pennsylvania
$588K 21,192 -2,774 -12%
WA
79
Waverly Advisors
Alabama
$587K 21,140 +1,924 +10%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$573K 20,640 +20,640 New
Allianz Asset Management
81
Allianz Asset Management
Germany
$546K 19,680 -5,396 -22%
Wolverine Trading
82
Wolverine Trading
Illinois
$508K 18,330 -2,506 -12%
PFA
83
Pure Financial Advisors
California
$506K 18,212 +3,118 +21%
Wells Fargo
84
Wells Fargo
California
$496K 17,858 +412 +2%
FA
85
Fagan Associates
New York
$490K 17,644 +17,644 New
PMG
86
ProVise Management Group
Florida
$486K 17,500 +17,500 New
FC
87
Financial Consulate
Maryland
$463K 16,690 +532 +3%
FTS
88
Fifth Third Securities
Ohio
$461K 16,638 +276 +2%
RMA
89
Roffman Miller Associates
Pennsylvania
$453K 16,330 – –
EWA
90
Exencial Wealth Advisors
Oklahoma
$446K 15,990 +4,882 +44%
NL
91
NWAM LLC
Washington
$442K 15,904 +702 +5%
ASN
92
Advisory Services Network
Georgia
$428K 15,406 +15,406 New
CFD
93
Creative Financial Designs
Indiana
$411K 14,798 +4,886 +49%
GI
94
Gradient Investments
Minnesota
$406K 14,616 -246 -2%
3AM
95
3D Asset Management
Connecticut
$405K 14,580 -60 -0.4%
CFMC
96
Curbstone Financial Management Corp
New Hampshire
$405K 14,600 +3,800 +35%
G
97
GenTrust
Florida
$401K 14,460 +14,460 New
JC
98
Jentner Corp
Ohio
$386K 13,910 +564 +4%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$381K 13,736 +13,736 New
Comerica Bank
100
Comerica Bank
Texas
$380K 13,646 +13,646 New
2 3
4
5 6