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Schwab US TIPS ETF
SCHP

Overview Fund Activity

189 hedge funds and large institutions have $840M invested in Schwab US TIPS ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 98 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
4.72%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
30
Increased
98
Reduced
33
Closed
12
Calls
$315K
Puts
–
Net Calls
+$315K
Net Calls Change
+$60K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$216M
2
M&T Bank
2
M&T Bank
New York
$15.3M
3
W
3
Wealthfront
California
$24.4M
4
Bank of America
4
Bank of America
North Carolina
$18.9M
5
Wells Fargo
5
Wells Fargo
California
$6.75M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$41.4M
2
PAG
2
Pinnacle Advisory Group
Maryland
$37.5M
3
UBS AM
3
UBS AM
Illinois
$23.9M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
VWM
5
Venturi Wealth Management
Texas
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
TSW
76
Thompson Siegel & Walmsley
Virginia
$1.25M 45,550 – –
BSB
77
Bangor Savings Bank
Maine
$1.2M 43,592 -550 -1%
SAM
78
SignalPoint Asset Management
Missouri
$1.14M 41,364 +186 +0.5%
RCG
79
Ruggie Capital Group
Florida
$1.07M 38,866 +968 +3%
CWM
80
Cabot Wealth Management
Massachusetts
$1.03M 37,502 -444 -1%
VCP
81
Vista Capital Partners
Oregon
$976K 35,462 -1,246 -3%
SA
82
SRH Advisors
Kansas
$956K 34,726 +330 +1%
FAM
83
Foothills Asset Management
Arizona
$935K 33,976 +1,730 +5%
SG Americas Securities
84
SG Americas Securities
New York
$907K 32,928 – –
AG
85
Advisor Group
Arizona
$832K 30,204 -826 -3%
William Blair & Company
86
William Blair & Company
Illinois
$815K 29,610 +29,610 New
BFPW
87
BOK Financial Private Wealth
Colorado
$802K 29,146 +214 +0.7%
IA
88
IFP Advisors
Florida
$798K 28,982 +5,582 +24%
PWM
89
Perigon Wealth Management
California
$741K 26,924 +3,994 +17%
VAS
90
Valicenti Advisory Services
New York
$732K 26,588 +26,588 New
CSIC
91
Clifford Swan Investment Counsel
California
$716K 26,002 +26,002 New
CA
92
Cetera Advisors
Colorado
$708K 25,738 +924 +4%
AFP
93
Ausdal Financial Partners
Iowa
$687K 24,968 +15,476 +163%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$686K 24,906 +12,370 +99%
BFEC
95
Benjamin F. Edwards & Company
Missouri
$649K 23,568 +2,140 +10%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$627K 22,790 +22,790 New
LYV
97
Live Your Vision
Pennsylvania
$609K 22,058 +866 +4%
PFA
98
Pure Financial Advisors
California
$594K 21,582 +3,370 +19%
ASN
99
Advisory Services Network
Georgia
$575K 20,894 +5,488 +36%
FA
100
Fagan Associates
New York
$570K 20,710 +3,066 +17%
2 3
4
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