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Schwab US TIPS ETF
SCHP

Overview Fund Activity

254 hedge funds and large institutions have $1.8B invested in Schwab US TIPS ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+10
Holders Change %
+4.1%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.37%
New
35
Increased
119
Reduced
65
Closed
23
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
+$247K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$130M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$370M
3
MIH
3
Madison Investment Holdings
Wisconsin
$74.5M
4
CSIA
4
Charles Schwab Investment Advisory
California
$332M
5
MCM
5
Makena Capital Management
California
$29.4M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$9.78M
2
VIA
2
Vantage Investment Advisors
Pennsylvania
$1.03M
3
W
3
Wealthfront
California
$22.7M
4
AFS
4
Access Financial Services
Minnesota
$0
5
VCM
5
Vigilant Capital Management
Maine
$331K
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
101
Valicenti Advisory Services
New York
$995K -$39.3K -1,432 -4%
AF
102
Advisornet Financial
Minnesota
$978K +$208K +7,594 +27%
AFP
103
Ausdal Financial Partners
Iowa
$958K +$32.2K +1,174 +3%
TIM
104
Tortoise Investment Management
New York
$916K +$799K +29,120 +684%
IA
105
IFP Advisors
Florida
$915K – – –
CWM
106
Cabot Wealth Management
Massachusetts
$907K -$87.5K -3,192 -9%
CA
107
Cetera Advisors
Colorado
$880K +$163K +5,966 +23%
AIM
108
Anchor Investment Management
South Carolina
$875K +$374K +13,634 +75%
AG
109
Advisor Group
Arizona
$872K +$35.9K +1,306 +4%
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$865K -$823 -30 -0.1%
SWM
111
SigFig Wealth Management
California
$855K -$2.34M -85,272 -73%
SP
112
Successful Portfolios
Florida
$845K +$198K +7,200 +31%
FC
113
Financial Consulate
Maryland
$820K +$129K +4,718 +19%
ASN
114
Advisory Services Network
Georgia
$811K +$28.9K +1,052 +4%
Stifel Financial
115
Stifel Financial
Missouri
$807K -$140K -5,124 -15%
VCP
116
Vista Capital Partners
Oregon
$789K -$84.9K -3,096 -10%
BTW
117
Boston Trust Walden
Massachusetts
$777K +$777K +28,320 New
CIA
118
Capital Investment Advisors
Georgia
$752K -$124K -4,526 -14%
AWA
119
Acorn Wealth Advisors
Michigan
$751K +$3.72K +136 +0.5%
EWA
120
Exencial Wealth Advisors
Oklahoma
$744K +$51.8K +1,886 +7%
CSIC
121
Clifford Swan Investment Counsel
California
$742K – – –
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$742K +$393K +14,302 +112%
MA
123
Mutual Advisors
Nebraska
$738K -$1.43K -52 -0.2%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$737K +$8.07K +294 +1%
CMBA
125
C.M. Bidwell & Associates
Hawaii
$718K +$718K +26,170 New
3 4
5
6 7