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Schwab US TIPS ETF
SCHP

Overview Fund Activity

282 hedge funds and large institutions have $3.97B invested in Schwab US TIPS ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+28
Holders Change %
+11.02%
% of All Funds
6.46%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.41%
New
43
Increased
120
Reduced
80
Closed
14
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.19B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$495M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$68.5M
4
US Bancorp
4
US Bancorp
Minnesota
$174M
5
MIH
5
Madison Investment Holdings
Wisconsin
$99.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.8M
2
Bank of America
2
Bank of America
North Carolina
$30.2M
3
LCC
3
Lincoln Capital Corp
Rhode Island
$5.27M
4
I
4
INVST
Indiana
$1.38M
5
GC
5
Garde Capital
Washington
$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
126
Benjamin F. Edwards & Company
Missouri
$789K +$51.8K +1,888 +7%
EWA
127
Exencial Wealth Advisors
Oklahoma
$781K +$37.2K +1,356 +5%
RCG
128
Ruggie Capital Group
Florida
$779K -$348K -12,658 -31%
RBA
129
Richard Bernstein Advisors
New York
$778K +$117K +4,252 +18%
VCP
130
Vista Capital Partners
Oregon
$768K -$21.4K -780 -3%
CMBA
131
C.M. Bidwell & Associates
Hawaii
$762K +$43.2K +1,572 +6%
PWM
132
Perigon Wealth Management
California
$760K +$675K +24,602 +796%
MA
133
Mutual Advisors
Nebraska
$744K +$4.73K +172 +0.6%
CSIC
134
Clifford Swan Investment Counsel
California
$743K – – –
ASN
135
Advisory Services Network
Georgia
$735K -$68.3K -2,512 -8%
BIA
136
Bigelow Investment Advisors
Maine
$730K +$17.1K +622 +2%
AWA
137
Acorn Wealth Advisors
Michigan
$725K -$28.2K -1,030 -4%
SWM
138
SigFig Wealth Management
California
$723K -$133K -4,842 -16%
LYV
139
Live Your Vision
Pennsylvania
$708K +$23.3K +850 +3%
CIA
140
Capital Investment Advisors
Georgia
$695K -$57.4K -2,090 -8%
VA
141
Valmark Advisers
Ohio
$689K +$180K +6,554 +35%
CW
142
CreativeOne Wealth
Kansas
$652K +$300K +10,934 +85%
STB
143
S&T Bank
Pennsylvania
$649K – – –
PS
144
Portfolio Solutions
Michigan
$627K -$491K -17,868 -44%
GI
145
Gradient Investments
Minnesota
$623K +$107K +3,910 +21%
SAM
146
SignalPoint Asset Management
Missouri
$576K +$4.17K +152 +0.7%
ML
147
McAdam LLC
Pennsylvania
$560K +$120K +4,370 +27%
IA
148
IFG Advisory
Georgia
$546K +$7.29K +286 +1%
GCA
149
Gradient Capital Advisors
California
$536K – – –
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$531K -$211K -7,676 -28%
4 5
6
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