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Schwab US TIPS ETF
SCHP

Overview Fund Activity

173 hedge funds and large institutions have $791M invested in Schwab US TIPS ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
173
Holders Change
+23
Holders Change %
+15.33%
% of All Funds
4.31%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
38
Increased
75
Reduced
35
Closed
13
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
-$17K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$182M
2
AWE
2
Avidian Wealth Enterprises
Texas
$25.7M
3
UBS Group
3
UBS Group
Switzerland
$105M
4
VIA
4
Vantage Investment Advisors
Pennsylvania
$20.2M
5
MCM
5
Makena Capital Management
California
$16.6M

Top Sellers

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$0
2
CIA
2
Capital Investment Advisors
Georgia
$2.05M
3
FWM
3
Frontier Wealth Management
Missouri
$3.99M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$2.94M
5
UBS AM
5
UBS AM
Illinois
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCIM
126
Fairview Capital Investment Management
California
$201K +$201K +7,250 New
KKAMG
127
Kernodle & Katon Asset Management Group
Arkansas
$198K +$198K +7,136 New
Creative Planning
128
Creative Planning
Kansas
$168K +$51.7K +1,856 +44%
FANJ
129
Financial Architects (New Jersey)
New Jersey
$165K +$165K +5,956 New
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$156K +$156K +5,618 New
BBPWM
131
Blue Bell Private Wealth Management
Pennsylvania
$120K -$2.78K -100 -2%
SJIM
132
St. Johns Investment Management
Florida
$120K +$75.5K +2,710 +169%
PS
133
Portfolio Solutions
Michigan
$118K -$265K -9,586 -69%
PSUF
134
People's United Financial
Connecticut
$93K +$44.7K +1,614 +92%
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$91K +$70.5K +2,526 +344%
CFA
136
Camarda Financial Advisors
Florida
$77K -$128K -4,606 -62%
VNA
137
Valley National Advisers
Pennsylvania
$76K – – –
BAM
138
Barrett Asset Management
New York
$73K +$30.6K +1,100 +72%
AIM
139
Anchor Investment Management
South Carolina
$69K +$69K +2,486 New
WPA
140
West Paces Advisors
Georgia
$68.4K – – –
PA
141
Parallel Advisors
California
$65K -$278 -10 -0.4%
MAS
142
Madden Advisory Services
Florida
$64K +$64K +2,330 New
PCTC
143
Perkins Coie Trust Company
Washington
$56K – – –
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45K -$1.46M -52,996 -97%
HDIM
145
Hanson & Doremus Investment Management
Vermont
$29K +$29K +1,056 New
KF
146
Krilogy Financial
Missouri
$27K – – –
EWM
147
Evercore Wealth Management
New York
$25K +$25K +900 New
WCM
148
Wealthcare Capital Management
Virginia
$25K +$25K +916 New
RFA
149
Reilly Financial Advisors
California
$22K -$19.8K -722 -47%
IF
150
Ironwood Financial
Arizona
$21K – – –
4 5
6
7 8