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Schwab US TIPS ETF
SCHP

Overview Fund Activity

150 hedge funds and large institutions have $627M invested in Schwab US TIPS ETF in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 68 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
150
Holders Change
+37
Holders Change %
+32.74%
% of All Funds
3.76%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.2%
New
49
Increased
68
Reduced
23
Closed
10
Calls
$274K
Puts
$2K
Net Calls
+$272K
Net Calls Change
+$272K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$82.5M
2
PAG
2
Pinnacle Advisory Group
Maryland
$45.8M
3
UBS AM
3
UBS AM
Illinois
$32.4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$148M
5
BWA
5
Burt Wealth Advisors
Maryland
$8.58M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
AA
2
Apriem Advisors
California
$3.98M
3
W
3
Wealthfront
California
$14.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$688K
Name Holding Trade Value Shares
Change 		Shares
Change %
SGCA
101
Steel Grove Capital Advisors
Tennessee
$273K +$939 +34 +0.3%
CFD
102
Creative Financial Designs
Indiana
$271K +$271K +9,912 New
ML
103
McAdam LLC
Pennsylvania
$257K +$257K +9,358 New
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$251K -$832 -30 -0.3%
IA
105
IFP Advisors
Florida
$248K +$58.1K +2,120 +31%
CA
106
Cambridge Advisors
Nebraska
$246K +$4.44K +162 +2%
BlackRock
107
BlackRock
New York
$243K +$7.57K +276 +3%
AIM
108
Avity Investment Management
Connecticut
$241K – – –
AIA
109
Allegis Investment Advisors
Idaho
$224K -$395K -14,384 -64%
NDSI
110
Newman Dignan & Sheerar Inc
Rhode Island
$224K +$11.4K +416 +5%
FPCP
111
Fort Point Capital Partners
California
$221K +$221K +8,000 New
Ameriprise
112
Ameriprise
Minnesota
$221K +$221K +8,062 New
VHAM
113
Van Hulzen Asset Management
California
$219K +$219K +8,000 New
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$213K +$213K +7,752 New
CFA
115
Camarda Financial Advisors
Florida
$202K -$229K -8,382 -53%
BBPWM
116
Blue Bell Private Wealth Management
Pennsylvania
$122K – – –
Creative Planning
117
Creative Planning
Kansas
$115K -$18.4K -668 -14%
VNA
118
Valley National Advisers
Pennsylvania
$75K -$1.7K -62 -2%
WPA
119
West Paces Advisors
Georgia
$67.6K +$67.6K +2,464 New
PA
120
Parallel Advisors
California
$64K +$64K +2,352 New
PCTC
121
Perkins Coie Trust Company
Washington
$55K – – –
PSUF
122
People's United Financial
Connecticut
$48K +$4.4K +160 +10%
SJIM
123
St. Johns Investment Management
Florida
$44K +$44K +1,600 New
RFA
124
Reilly Financial Advisors
California
$42K +$22.1K +804 +111%
BAM
125
Barrett Asset Management
New York
$42K +$42K +1,520 New
3 4
5
6 7