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Schwab US TIPS ETF
SCHP

Overview Fund Activity

244 hedge funds and large institutions have $1.5B invested in Schwab US TIPS ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
244
Holders Change
+43
Holders Change %
+21.39%
% of All Funds
5.54%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
60
Increased
112
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$49.9M
2
AssetMark Inc
2
AssetMark Inc
California
$52.8M
3
CSIA
3
Charles Schwab Investment Advisory
California
$297M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$41.4M
5
FIMG
5
Financial & Investment Management Group
Michigan
$17M

Top Sellers

1
MCM
1
Makena Capital Management
California
$0
2
M&T Bank
2
M&T Bank
New York
$1.87M
3
SBL
3
Sargent Bickham Lagudis
Colorado
$5.03M
4
CLOS
4
Compagnie Lombard Odier SCmA
Switzerland
$0
5
FWM
5
Frontier Wealth Management
Missouri
$4.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$874K 31,550 +1,570 +5%
AG
102
Advisor Group
Arizona
$843K 30,440 +3,268 +12%
ASN
103
Advisory Services Network
Georgia
$790K 28,512 +6,306 +28%
AF
104
Advisornet Financial
Minnesota
$778K 28,062 +28,062 New
AWA
105
Acorn Wealth Advisors
Michigan
$757K 27,338 +27,338 New
CSIC
106
Clifford Swan Investment Counsel
California
$750K 27,056 +1,054 +4%
MA
107
Mutual Advisors
Nebraska
$747K 26,962 +26,962 New
CFMC
108
Curbstone Financial Management Corp
New Hampshire
$738K 26,620 -14,120 -35%
BFEC
109
Benjamin F. Edwards & Company
Missouri
$736K 26,568 +1,596 +6%
CA
110
Cetera Advisors
Colorado
$725K 26,184 -374 -1%
11A
111
10-15 Associates
New York
$711K 25,660 +18,260 +247%
BFPW
112
BOK Financial Private Wealth
Colorado
$710K 25,622 -3,464 -12%
EWA
113
Exencial Wealth Advisors
Oklahoma
$699K 25,212 +5,904 +31%
FC
114
Financial Consulate
Maryland
$698K 25,168 +3,482 +16%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$683K 24,636 +24,636 New
MCM
116
Mengis Capital Management
Oregon
$675K 24,386 +7,748 +47%
BIA
117
Bigelow Investment Advisors
Maine
$673K 24,276 +24,276 New
LYV
118
Live Your Vision
Pennsylvania
$658K 23,962 +1,916 +9%
RBA
119
Richard Bernstein Advisors
New York
$654K 23,586 +23,478 +21,739%
SP
120
Successful Portfolios
Florida
$654K 23,580 +23,580 New
WIP
121
Wellesley Investment Partners
Massachusetts
$623K 22,500 +22,500 New
PMG
122
ProVise Management Group
Florida
$593K 21,400 – –
CIC
123
Cutler Investment Counsel
Oregon
$574K 20,700 +20,700 New
GCA
124
Gradient Capital Advisors
California
$541K 19,506 +19,506 New
SAM
125
SignalPoint Asset Management
Missouri
$513K 18,510 -256 -1%
3 4
5
6 7