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Schwab US TIPS ETF
SCHP

Overview Fund Activity

201 hedge funds and large institutions have $1.24B invested in Schwab US TIPS ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 46 reducing their positions, and 17 closing their positions.

Holders
201
Holders Change
+12
Holders Change %
+6.35%
% of All Funds
5.02%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
31
Increased
99
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$300M
2
CSIA
2
Charles Schwab Investment Advisory
California
$259M
3
MCM
3
Makena Capital Management
California
$32.1M
4
PAG
4
Pinnacle Advisory Group
Maryland
$49.8M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$7.48M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$544K
2
AL
2
Aspiriant LLC
California
$1.66M
3
MIH
3
Madison Investment Holdings
Wisconsin
$7M
4
M&T Bank
4
M&T Bank
New York
$9.91M
5
AA
5
Apriem Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
101
Benjamin F. Edwards & Company
Missouri
$690K 24,972 +1,404 +6%
PFA
102
Pure Financial Advisors
California
$625K 22,628 +1,046 +5%
ASN
103
Advisory Services Network
Georgia
$614K 22,206 +1,312 +6%
LYV
104
Live Your Vision
Pennsylvania
$609K 22,046 -12 -0.1%
SG Americas Securities
105
SG Americas Securities
New York
$606K 21,928 -11,000 -33%
FC
106
Financial Consulate
Maryland
$599K 21,686 +2,316 +12%
Stifel Financial
107
Stifel Financial
Missouri
$597K 21,548 +21,548 New
PMG
108
ProVise Management Group
Florida
$592K 21,400 +1,300 +6%
AWE
109
Avidian Wealth Enterprises
Texas
$544K 19,674 -917,922 -98%
EWA
110
Exencial Wealth Advisors
Oklahoma
$534K 19,308 +2,038 +12%
SAM
111
SignalPoint Asset Management
Missouri
$517K 18,766 -22,598 -55%
CFD
112
Creative Financial Designs
Indiana
$508K 18,372 +472 +3%
AIP
113
Almanack Investment Partners
Pennsylvania
$486K 17,602 -47,044 -73%
GI
114
Gradient Investments
Minnesota
$486K 17,586 +738 +4%
MCM
115
Mengis Capital Management
Oregon
$459K 16,638 +16,638 New
NL
116
NWAM LLC
Washington
$458K 16,588 +832 +5%
RMA
117
Roffman Miller Associates
Pennsylvania
$440K 15,930 -400 -2%
AIM
118
Anchor Investment Management
South Carolina
$439K 15,900 +9,294 +141%
RC
119
RegentAtlantic Capital
New Jersey
$411K 14,874 +4,474 +43%
JC
120
Jentner Corp
Ohio
$396K 14,348 +1,150 +9%
3AM
121
3D Asset Management
Connecticut
$387K 13,996 -660 -5%
STB
122
S&T Bank
Pennsylvania
$386K 13,988 – –
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$361K 13,032 +1,484 +13%
BSW
124
Buckingham Strategic Wealth
Missouri
$360K 13,016 +2 +0%
SFS
125
Strategic Financial Services
New York
$360K 13,022 +70 +0.5%
3 4
5
6 7