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Schwab US TIPS ETF
SCHP

Overview Fund Activity

244 hedge funds and large institutions have $1.5B invested in Schwab US TIPS ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
244
Holders Change
+43
Holders Change %
+21.39%
% of All Funds
5.54%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
60
Increased
112
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$49.9M
2
AssetMark Inc
2
AssetMark Inc
California
$52.8M
3
CSIA
3
Charles Schwab Investment Advisory
California
$297M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$41.4M
5
FIMG
5
Financial & Investment Management Group
Michigan
$17M

Top Sellers

1
MCM
1
Makena Capital Management
California
$0
2
M&T Bank
2
M&T Bank
New York
$1.87M
3
SBL
3
Sargent Bickham Lagudis
Colorado
$5.03M
4
CLOS
4
Compagnie Lombard Odier SCmA
Switzerland
$0
5
FWM
5
Frontier Wealth Management
Missouri
$4.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
76
Horan Capital Management
Maryland
$1.83M 65,990 +1,408 +2%
Morgan Stanley
77
Morgan Stanley
New York
$1.78M 64,336 +1,130 +2%
EWM
78
Empirical Wealth Management
Washington
$1.72M 62,012 -2,334 -4%
CIM
79
Cambria Investment Management
California
$1.64M 59,206 +59,206 New
RJA
80
Raymond James & Associates
Florida
$1.63M 58,706 +58,706 New
RC
81
Roundview Capital
New Jersey
$1.6M 57,800 +78 +0.1%
TFA
82
Transamerica Financial Advisors
Florida
$1.59M 57,302 -2,504 -4%
CA
83
Callahan Advisors
Texas
$1.51M 54,306 +860 +2%
IAA
84
Ironsides Asset Advisors
North Carolina
$1.47M 53,150 +22,350 +73%
LFA
85
Landmark Financial Advisors
Kentucky
$1.47M 53,120 -13,824 -21%
PS
86
Portfolio Solutions
Michigan
$1.46M 52,616 +44,636 +559%
AI
87
Atria Investments
North Carolina
$1.37M 49,424 +5,026 +11%
FF
88
Friedenthal Financial
New Jersey
$1.32M 47,448 +1,928 +4%
Invesco
89
Invesco
Georgia
$1.29M 46,380 -1,218 -3%
TSW
90
Thompson Siegel & Walmsley
Virginia
$1.26M 45,550 – –
RCG
91
Ruggie Capital Group
Florida
$1.11M 39,898 -28 -0.1%
FAM
92
Foothills Asset Management
Arizona
$1.08M 39,078 +956 +3%
VAS
93
Valicenti Advisory Services
New York
$1.05M 37,710 +4,750 +14%
SA
94
SRH Advisors
Kansas
$1.04M 37,676 +2,950 +8%
CWM
95
Cabot Wealth Management
Massachusetts
$1.01M 36,264 -400 -1%
Stifel Financial
96
Stifel Financial
Missouri
$958K 34,584 +13,036 +60%
AFP
97
Ausdal Financial Partners
Iowa
$935K 33,754 +4,356 +15%
IA
98
IFP Advisors
Florida
$915K 33,024 +776 +2%
CIA
99
Capital Investment Advisors
Georgia
$885K 31,936 -8,176 -20%
VCP
100
Vista Capital Partners
Oregon
$883K 31,854 -1,374 -4%
2 3
4
5 6