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Schwab US TIPS ETF
SCHP

Overview Fund Activity

254 hedge funds and large institutions have $1.8B invested in Schwab US TIPS ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+10
Holders Change %
+4.1%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.37%
New
35
Increased
119
Reduced
65
Closed
23
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
+$247K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$130M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$370M
3
MIH
3
Madison Investment Holdings
Wisconsin
$74.5M
4
CSIA
4
Charles Schwab Investment Advisory
California
$332M
5
MCM
5
Makena Capital Management
California
$29.4M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$9.78M
2
VIA
2
Vantage Investment Advisors
Pennsylvania
$1.03M
3
W
3
Wealthfront
California
$22.7M
4
AFS
4
Access Financial Services
Minnesota
$0
5
VCM
5
Vigilant Capital Management
Maine
$331K
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
76
WealthSource Partners
California
$2.01M -$2.93M -106,656 -59%
AA
77
Alesco Advisors
New York
$1.99M +$86.5K +3,150 +5%
TFA
78
Transamerica Financial Advisors
Florida
$1.99M +$415K +15,134 +26%
CIM
79
Cambria Investment Management
California
$1.87M +$243K +8,868 +15%
EWM
80
Empirical Wealth Management
Washington
$1.83M +$130K +4,742 +8%
RC
81
Roundview Capital
New Jersey
$1.81M +$221K +8,068 +14%
IAA
82
Ironsides Asset Advisors
North Carolina
$1.73M +$269K +9,794 +18%
CA
83
Callahan Advisors
Texas
$1.53M +$41.9K +1,528 +3%
CFMC
84
Curbstone Financial Management Corp
New Hampshire
$1.5M +$769K +28,020 +105%
NCMW
85
Northern Capital Management (Wisconsin)
Wisconsin
$1.49M -$864K -31,510 -37%
NCM
86
Northwest Capital Management
Oregon
$1.44M -$999K -36,386 -41%
AC
87
Avestar Capital
New York
$1.42M +$1.42M +52,272 New
FF
88
Friedenthal Financial
New Jersey
$1.42M +$114K +4,150 +9%
SC
89
Slow Capital
California
$1.37M +$1.37M +50,074 New
Invesco
90
Invesco
Georgia
$1.35M +$76.4K +2,786 +6%
TSW
91
Thompson Siegel & Walmsley
Virginia
$1.25M – – –
WIP
92
Wellesley Investment Partners
Massachusetts
$1.24M +$625K +22,788 +101%
Creative Planning
93
Creative Planning
Kansas
$1.24M +$1.24M +45,150 New
AI
94
Atria Investments
North Carolina
$1.2M -$159K -5,794 -12%
MCM
95
Mengis Capital Management
Oregon
$1.17M +$496K +18,100 +74%
RCG
96
Ruggie Capital Group
Florida
$1.13M +$31.1K +1,132 +3%
PS
97
Portfolio Solutions
Michigan
$1.12M -$327K -11,928 -23%
Renaissance Technologies
98
Renaissance Technologies
New York
$1.11M +$1.11M +40,600 New
SA
99
SRH Advisors
Kansas
$1.03M – – –
VIA
100
Vantage Investment Advisors
Pennsylvania
$1.03M -$27.6M -1,007,540 -96%
2 3
4
5 6