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Schwab US TIPS ETF
SCHP

Overview Fund Activity

304 hedge funds and large institutions have $4.44B invested in Schwab US TIPS ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 36 closing their positions.

Holders
304
Holders Change
+20
Holders Change %
+7.04%
% of All Funds
6.78%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.47%
New
60
Increased
97
Reduced
113
Closed
36
Calls
$298K
Puts
–
Net Calls
+$298K
Net Calls Change
-$26K

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$220M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$635M
3
WCM
3
Wealthcare Capital Management
Virginia
$67.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$44.3M
5
Wells Fargo
5
Wells Fargo
California
$48.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.98B
2
PAG
2
Pinnacle Advisory Group
Maryland
$1.9M
3
UBS Group
3
UBS Group
Switzerland
$16M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$1.46M
5
MIH
5
Madison Investment Holdings
Wisconsin
$84.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$1.75M 32,869 +32,869 New
TCM
102
Tran Capital Management
California
$1.75M 32,819 +32,819 New
RC
103
Roundview Capital
New Jersey
$1.73M 32,569 -413 -1%
BTW
104
Boston Trust Walden
Massachusetts
$1.65M 30,990 +1,920 +7%
3C
105
361 Capital
Colorado
$1.64M 30,816 -4,957 -14%
EWM
106
Empirical Wealth Management
Washington
$1.54M 28,980 -5,054 -15%
WP
107
WealthSource Partners
California
$1.53M 28,669 +51 +0.2%
AIP
108
Almanack Investment Partners
Pennsylvania
$1.46M 27,420 -324,969 -92%
FF
109
Friedenthal Financial
New Jersey
$1.44M 26,965 -237 -0.9%
SC
110
Slow Capital
California
$1.42M 26,641 +2,900 +12%
AF
111
Advisornet Financial
Minnesota
$1.33M 24,888 +4,699 +23%
AC
112
Avestar Capital
New York
$1.32M 25,117 -1,199 -5%
AI
113
Atria Investments
North Carolina
$1.3M 24,422 +2,145 +10%
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$1.3M 24,343 +24,193 +16,129%
FNC
115
First National Corp
Massachusetts
$1.29M 24,168 +24,168 New
MCM
116
Mengis Capital Management
Oregon
$1.29M 24,158 -620 -3%
I
117
INVST
Indiana
$1.29M 24,134 -266 -1%
Creative Planning
118
Creative Planning
Kansas
$1.23M 23,081 -521 -2%
TSW
119
Thompson Siegel & Walmsley
Virginia
$1.21M 22,775 – –
CA
120
Callahan Advisors
Texas
$1.21M 22,640 -3,557 -14%
SPIA
121
Steward Partners Investment Advisory
New York
$1.15M 21,670 +21,267 +5,277%
AIM
122
Anchor Investment Management
South Carolina
$1.14M 21,448 -50 -0.2%
Invesco
123
Invesco
Georgia
$1.14M 21,381 -1,346 -6%
G
124
GenTrust
Florida
$1.13M 21,201 +21,201 New
FCIM
125
Fairview Capital Investment Management
California
$1.12M 21,090 +14,250 +208%
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5
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