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Schwab US TIPS ETF
SCHP

Overview Fund Activity

113 hedge funds and large institutions have $456M invested in Schwab US TIPS ETF in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
13
Increased
53
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$131M
2
MIS
2
Morningstar Investment Services
Illinois
$18.1M
3
CIA
3
Capital Investment Advisors
Georgia
$6.05M
4
VCM
4
Vigilant Capital Management
Maine
$5.75M
5
CLOS
5
Compagnie Lombard Odier SCmA
Switzerland
$3.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$72.1M
2
UCFA
2
United Capital Financial Advisors
Texas
$76.3M
3
Bank of America
3
Bank of America
North Carolina
$3.77M
4
KC
4
Kingfisher Capital
North Carolina
$0
5
Wolverine Trading
5
Wolverine Trading
Illinois
$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
101
Ironwood Financial
Arizona
$22K – – –
RFA
102
Reilly Financial Advisors
California
$21K – – –
MA
103
MCF Advisors
Kentucky
$13K -$386 -14 -3%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$13K +$9.5K +326 +272%
NFG
105
Next Financial Group
Texas
$13K +$13K +468 New
AF
106
Allworth Financial
California
$12K -$25.7K -930 -68%
CDIA
107
Capital Directions Investment Advisors
Georgia
$11K – – –
PO
108
Private Ocean
California
$10K – – –
SWA
109
Sutton Wealth Advisors
Florida
$7.08K – – –
HCM
110
Horrell Capital Management
Arkansas
$6K – – –
VOYA Investment Management
111
VOYA Investment Management
Georgia
$3.49K +$283 +9,900 +9%
WP
112
WealthPLAN Partners
Nebraska
$2.49K -$5.78K -204 -70%
KC
113
Kingfisher Capital
North Carolina
– -$1.96M -69,352 Closed
Jane Street
114
Jane Street
New York
– -$1.53M -54,180 Closed
BHTS
115
Bar Harbor Trust Services
Maine
– -$446K -15,810 Closed
BCM
116
Brookstone Capital Management
Illinois
– -$432K -15,300 Closed
Millennium Management
117
Millennium Management
New York
– -$365K -12,920 Closed
BRWA
118
B. Riley Wealth Advisors
Florida
– -$271K -9,594 Closed
MSFP
119
Mark Sheptoff Financial Planning
Connecticut
– -$64K -2,272 Closed
US Bancorp
120
US Bancorp
Minnesota
– -$46K -1,620 Closed
SIM
121
Sonora Investment Management
Arizona
– -$1.92K -68 Closed
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