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Schwab US TIPS ETF
SCHP

Overview Fund Activity

173 hedge funds and large institutions have $791M invested in Schwab US TIPS ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
173
Holders Change
+23
Holders Change %
+15.33%
% of All Funds
4.31%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
38
Increased
75
Reduced
35
Closed
13
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
-$17K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$182M
2
AWE
2
Avidian Wealth Enterprises
Texas
$25.7M
3
UBS Group
3
UBS Group
Switzerland
$105M
4
VIA
4
Vantage Investment Advisors
Pennsylvania
$20.2M
5
MCM
5
Makena Capital Management
California
$16.6M

Top Sellers

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$0
2
CIA
2
Capital Investment Advisors
Georgia
$2.05M
3
FWM
3
Frontier Wealth Management
Missouri
$3.99M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$2.94M
5
UBS AM
5
UBS AM
Illinois
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$373K -$43K -1,550 -10%
SWM
102
Stockman Wealth Management
Montana
$369K +$19.4K +700 +6%
Citigroup
103
Citigroup
New York
$352K +$25K +900 +8%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$348K +$348K +12,536 New
RVPG
105
Relative Value Partners Group
$345K – – –
SFS
106
Strategic Financial Services
New York
$337K +$43.7K +1,578 +15%
BSW
107
Buckingham Strategic Wealth
Missouri
$335K -$19.6K -706 -6%
CAN
108
Cetera Advisor Networks
California
$325K +$325K +11,792 New
Bessemer Group
109
Bessemer Group
New Jersey
$300K – – –
RPA
110
Rock Point Advisors
Vermont
$294K -$13.9K -500 -5%
PG
111
Patten Group
Tennessee
$283K -$87K -3,142 -24%
RC
112
RegentAtlantic Capital
New Jersey
$282K +$282K +10,170 New
SGCA
113
Steel Grove Capital Advisors
Tennessee
$274K – – –
CA
114
Continuum Advisory
Idaho
$270K +$270K +9,734 New
AFP
115
Ausdal Financial Partners
Iowa
$264K +$264K +9,492 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$261K +$9.99K +360 +4%
ML
117
McAdam LLC
Pennsylvania
$258K -$1.55K -56 -0.6%
CA
118
Cambridge Advisors
Nebraska
$249K – – –
BlackRock
119
BlackRock
New York
$245K -$777 -28 -0.3%
AIM
120
Avity Investment Management
Connecticut
$244K – – –
SPC
121
Sigma Planning Corp
Michigan
$223K +$223K +8,042 New
VHAM
122
Van Hulzen Asset Management
California
$222K – – –
DIS
123
Diversified Investment Strategies
Louisiana
$214K +$214K +7,700 New
JFG
124
JMG Financial Group
Illinois
$211K +$211K +7,594 New
RC
125
Rinet Company
Massachusetts
$202K +$202K +7,258 New
3 4
5
6 7