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Schwab US TIPS ETF
SCHP

Overview Fund Activity

189 hedge funds and large institutions have $840M invested in Schwab US TIPS ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 98 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
4.72%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
30
Increased
98
Reduced
33
Closed
12
Calls
$315K
Puts
–
Net Calls
+$315K
Net Calls Change
+$60K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$216M
2
M&T Bank
2
M&T Bank
New York
$15.3M
3
W
3
Wealthfront
California
$24.4M
4
Bank of America
4
Bank of America
North Carolina
$18.9M
5
Wells Fargo
5
Wells Fargo
California
$6.75M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$41.4M
2
PAG
2
Pinnacle Advisory Group
Maryland
$37.5M
3
UBS AM
3
UBS AM
Illinois
$23.9M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
VWM
5
Venturi Wealth Management
Texas
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Continuum Advisory
Idaho
$298K +$29.8K +1,080 +11%
RPA
127
Rock Point Advisors
Vermont
$291K – – –
FCAG
128
First Capital Advisors Group
New Jersey
$291K +$291K +10,588 New
RC
129
RegentAtlantic Capital
New Jersey
$286K +$6.33K +230 +2%
SGCA
130
Steel Grove Capital Advisors
Tennessee
$272K – – –
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$257K -$1.54K -56 -0.6%
PG
132
Patten Group
Tennessee
$252K -$30.4K -1,102 -11%
1CM
133
1492 Capital Management
Wisconsin
$248K +$248K +9,000 New
CA
134
Cambridge Advisors
Nebraska
$247K – – –
Comerica Bank
135
Comerica Bank
Texas
$246K -$132K -4,762 -35%
BlackRock
136
BlackRock
New York
$244K +$1.1K +40 +0.5%
AIM
137
Avity Investment Management
Connecticut
$242K – – –
SPC
138
Sigma Planning Corp
Michigan
$238K +$16.4K +596 +7%
FAM
139
Formidable Asset Management
Ohio
$236K +$236K +8,566 New
CAN
140
Cetera Advisor Networks
California
$235K -$88K -3,212 -27%
FTS
141
Fifth Third Securities
Ohio
$227K -$230K -8,378 -50%
NDSI
142
Newman Dignan & Sheerar Inc
Rhode Island
$226K -$273K -9,900 -55%
VHAM
143
Van Hulzen Asset Management
California
$224K +$3.58K +130 +2%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$222K +$67.4K +2,450 +44%
IFB
145
iAB Financial Bank
Indiana
$207K +$207K +7,522 New
NFG
146
Next Financial Group
Texas
$206K +$191K +6,934 +1,284%
OIA
147
OneDigital Investment Advisors
Kansas
$206K +$206K +7,472 New
11A
148
10-15 Associates
New York
$203K +$203K +7,360 New
FANJ
149
Financial Architects (New Jersey)
New Jersey
$187K +$23.2K +844 +14%
AIM
150
Anchor Investment Management
South Carolina
$182K +$113K +4,120 +166%
4 5
6
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