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Schwab US TIPS ETF
SCHP

Overview Fund Activity

150 hedge funds and large institutions have $627M invested in Schwab US TIPS ETF in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 68 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+37
Holders Change %
+32.74%
% of All Funds
3.76%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.2%
New
49
Increased
68
Reduced
23
Closed
10
Calls
$274K
Puts
$2K
Net Calls
+$272K
Net Calls Change
+$272K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$82.5M
2
PAG
Pinnacle Advisory Group
Maryland
$45.8M
3
UBS AM
UBS AM
Illinois
$32.4M
4
CSIA
Charles Schwab Investment Advisory
California
$148M
5
BWA
Burt Wealth Advisors
Maryland
$8.58M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
2
AA
Apriem Advisors
California
$3.98M
3
W
Wealthfront
California
$14.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Allianz Asset Management
Allianz Asset Management
Germany
$688K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
126
IHT Wealth Management
Illinois
$35K +$35K +1,274 New
KF
127
Krilogy Financial
Missouri
$27K -$6.24K -226 -19%
GBBWRPM
128
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K +$165 +6 +0.7%
MWM
129
MinichMacGregor Wealth Management
New York
$21K -$16.5K -614 -44%
IF
130
Ironwood Financial
Arizona
$21K – – –
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$20K +$7.85K +288 +65%
HCM
132
Horrell Capital Management
Arkansas
$17K +$11.1K +392 +187%
IPC
133
Independent Portfolio Consultants
Florida
$17K +$17K +612 New
NFG
134
Next Financial Group
Texas
$15K +$2.05K +74 +16%
AOWM
135
Alpha Omega Wealth Management
Virginia
$15K +$15K +560 New
AF
136
Allworth Financial
California
$11K -$935 -34 -8%
CDIA
137
Capital Directions Investment Advisors
Georgia
$11K – – –
GRP
138
Global Retirement Partners
California
$11K +$11K +410 New
PO
139
Private Ocean
California
$9K +$54 +2 +0.6%
SWA
140
Sutton Wealth Advisors
Florida
$6.8K – – –
AA
141
Ancora Advisors
Ohio
$5K +$5K +178 New
Walleye Trading
142
Walleye Trading
New York
$5K +$5K +186 New
TCM
143
TD Capital Management
Tennessee
$4K +$4K +132 New
AssetMark Inc
144
AssetMark Inc
California
$3K +$3K +92 New
US Bancorp
145
US Bancorp
Minnesota
$3K +$3K +102 New
RBA
146
Richard Bernstein Advisors
New York
$3K +$3K +108 New
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +58 New
ADL
148
Asset Dedication LLC
California
$2K +$2K +80 New
AIP
149
Ameritas Investment Partners
Nebraska
$1K +$1K +42 New
Envestnet Asset Management
150
Envestnet Asset Management
Illinois
– -$72.1M -2,527,052 Closed
3 4 5
6
7