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Schwab US TIPS ETF
SCHP

Overview Fund Activity

201 hedge funds and large institutions have $1.24B invested in Schwab US TIPS ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 46 reducing their positions, and 17 closing their positions.

Holders
201
Holders Change
+12
Holders Change %
+6.35%
% of All Funds
5.02%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
31
Increased
99
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$300M
2
CSIA
2
Charles Schwab Investment Advisory
California
$259M
3
MCM
3
Makena Capital Management
California
$32.1M
4
PAG
4
Pinnacle Advisory Group
Maryland
$49.8M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$7.48M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$544K
2
AL
2
Aspiriant LLC
California
$1.66M
3
MIH
3
Madison Investment Holdings
Wisconsin
$7M
4
M&T Bank
4
M&T Bank
New York
$9.91M
5
AA
5
Apriem Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
76
Invesco
Georgia
$1.32M 47,598 -1,242 -3%
TSW
77
Thompson Siegel & Walmsley
Virginia
$1.26M 45,550 – –
FF
78
Friedenthal Financial
New Jersey
$1.26M 45,520 -1,440 -3%
AI
79
Atria Investments
North Carolina
$1.23M 44,398 -1,296 -3%
PWM
80
Perigon Wealth Management
California
$1.22M 44,296 +17,372 +65%
BSB
81
Bangor Savings Bank
Maine
$1.2M 43,564 -28 -0.1%
CFMC
82
Curbstone Financial Management Corp
New Hampshire
$1.13M 40,740 +20,370 +100%
CIA
83
Capital Investment Advisors
Georgia
$1.11M 40,112 -10,306 -20%
RCG
84
Ruggie Capital Group
Florida
$1.1M 39,926 +1,060 +3%
FAM
85
Foothills Asset Management
Arizona
$1.05M 38,122 +4,146 +12%
CWM
86
Cabot Wealth Management
Massachusetts
$1.01M 36,664 -838 -2%
SA
87
SRH Advisors
Kansas
$959K 34,726 – –
VCP
88
Vista Capital Partners
Oregon
$918K 33,228 -2,234 -6%
VAS
89
Valicenti Advisory Services
New York
$911K 32,960 +6,372 +24%
IA
90
IFP Advisors
Florida
$891K 32,248 +3,266 +11%
IAA
91
Ironsides Asset Advisors
North Carolina
$851K 30,800 +15,400 +100%
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$828K 29,980 +7,190 +32%
AFP
93
Ausdal Financial Partners
Iowa
$812K 29,398 +4,430 +18%
BFPW
94
BOK Financial Private Wealth
Colorado
$804K 29,086 -60 -0.2%
AG
95
Advisor Group
Arizona
$751K 27,172 -3,032 -10%
CA
96
Cetera Advisors
Colorado
$734K 26,558 +820 +3%
NCMW
97
Northern Capital Management (Wisconsin)
Wisconsin
$729K 26,370 +26,370 New
FTUS
98
Flow Traders U.S.
New York
$725K 26,236 +26,236 New
CSIC
99
Clifford Swan Investment Counsel
California
$718K 26,002 – –
FA
100
Fagan Associates
New York
$699K 25,286 +4,576 +22%
2 3
4
5 6