SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

189 hedge funds and large institutions have $840M invested in Schwab US TIPS ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 98 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
4.72%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
30
Increased
98
Reduced
33
Closed
12
Calls
$315K
Puts
–
Net Calls
+$315K
Net Calls Change
+$60K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$216M
2
M&T Bank
2
M&T Bank
New York
$15.3M
3
W
3
Wealthfront
California
$24.4M
4
Bank of America
4
Bank of America
North Carolina
$18.9M
5
Wells Fargo
5
Wells Fargo
California
$6.75M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$41.4M
2
PAG
2
Pinnacle Advisory Group
Maryland
$37.5M
3
UBS AM
3
UBS AM
Illinois
$23.9M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
VWM
5
Venturi Wealth Management
Texas
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
101
Waverly Advisors
Alabama
$568K 20,614 -526 -2%
CFMC
102
Curbstone Financial Management Corp
New Hampshire
$561K 20,370 +5,770 +40%
PMG
103
ProVise Management Group
Florida
$554K 20,100 +2,600 +15%
FC
104
Financial Consulate
Maryland
$533K 19,370 +2,680 +16%
PS
105
Portfolio Solutions
Michigan
$507K 18,406 +14,144 +332%
CFD
106
Creative Financial Designs
Indiana
$493K 17,900 +3,102 +21%
EWA
107
Exencial Wealth Advisors
Oklahoma
$475K 17,270 +1,280 +8%
GI
108
Gradient Investments
Minnesota
$464K 16,848 +2,232 +15%
RMA
109
Roffman Miller Associates
Pennsylvania
$450K 16,330 – –
NL
110
NWAM LLC
Washington
$434K 15,756 -148 -0.9%
IAA
111
Ironsides Asset Advisors
North Carolina
$424K 15,400 +15,400 New
SWM
112
Stockman Wealth Management
Montana
$394K 14,300 +1,000 +8%
3AM
113
3D Asset Management
Connecticut
$391K 14,656 +76 +0.5%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$391K 14,188 +452 +3%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$391K 14,198 +750 +6%
STB
116
S&T Bank
Pennsylvania
$385K 13,988 +13,988 New
Millennium Management
117
Millennium Management
New York
$364K 13,212 +13,212 New
JC
118
Jentner Corp
Ohio
$363K 13,198 -712 -5%
BSW
119
Buckingham Strategic Wealth
Missouri
$358K 13,014 +960 +8%
SFS
120
Strategic Financial Services
New York
$357K 12,952 +782 +6%
Citigroup
121
Citigroup
New York
$349K 12,670 – –
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$318K 11,548 +8,288 +254%
ML
123
McAdam LLC
Pennsylvania
$301K 10,944 +1,642 +18%
DIS
124
Diversified Investment Strategies
Louisiana
$301K 10,950 +3,250 +42%
Bessemer Group
125
Bessemer Group
New Jersey
$298K 10,820 – –
3 4
5
6 7