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Schwab US TIPS ETF
SCHP

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

207% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 14

120% more capital invested

Capital invested by funds: $1.8B → $3.97B (+$2.17B)

50% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 80

34.08% more ownership

Funds ownership: 112.35% → 146.43% (+34%)

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

11% more funds holding

Funds holding: 254 → 282 (+28)

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
Charles Schwab Investment Advisory
California
+$1.85B
2
JP Morgan Chase
JP Morgan Chase
New York
+$124M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$64.8M
4
US Bancorp
US Bancorp
Minnesota
+$43.6M
5
MIH
Madison Investment Holdings
Wisconsin
+$25.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$31.9M
2
Bank of America
Bank of America
North Carolina
-$4.85M
3
LCC
Lincoln Capital Corp
Rhode Island
-$4.77M
4
I
INVST
Indiana
-$2.72M
5
GC
Garde Capital
Washington
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
126
Benjamin F. Edwards & Company
Missouri
$789K +$51.5K +1,888 +7%
EWA
127
Exencial Wealth Advisors
Oklahoma
$781K +$37K +1,356 +5%
RCG
128
Ruggie Capital Group
Florida
$779K -$345K -12,658 -31%
RBA
129
Richard Bernstein Advisors
New York
$778K +$116K +4,252 +18%
VCP
130
Vista Capital Partners
Oregon
$768K -$21.3K -780 -3%
CMBA
131
C.M. Bidwell & Associates
Hawaii
$762K +$42.9K +1,572 +6%
PWM
132
Perigon Wealth Management
California
$760K +$671K +24,602 +796%
MA
133
Mutual Advisors
Nebraska
$744K +$4.69K +172 +0.6%
CSIC
134
Clifford Swan Investment Counsel
California
$743K – – –
ASN
135
Advisory Services Network
Georgia
$735K -$68.5K -2,512 -8%
BIA
136
Bigelow Investment Advisors
Maine
$730K +$17K +622 +2%
AWA
137
Acorn Wealth Advisors
Michigan
$725K -$28.1K -1,030 -4%
SWM
138
SigFig Wealth Management
California
$723K -$132K -4,842 -16%
LYV
139
Live Your Vision
Pennsylvania
$708K +$23.2K +850 +3%
CIA
140
Capital Investment Advisors
Georgia
$695K -$57K -2,090 -8%
VA
141
Valmark Advisers
Ohio
$689K +$179K +6,554 +35%
CW
142
CreativeOne Wealth
Kansas
$652K +$298K +10,934 +85%
STB
143
S&T Bank
Pennsylvania
$649K – – –
PS
144
Portfolio Solutions
Michigan
$627K -$488K -17,868 -44%
GI
145
Gradient Investments
Minnesota
$623K +$107K +3,910 +21%
SAM
146
SignalPoint Asset Management
Missouri
$576K +$4.15K +152 +0.7%
ML
147
McAdam LLC
Pennsylvania
$560K +$119K +4,370 +27%
IA
148
IFG Advisory
Georgia
$546K +$7.8K +286 +1%
GCA
149
Gradient Capital Advisors
California
$536K – – –
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$531K -$209K -7,676 -28%
4 5
6
7 8

SCHP Hedge Fund Activity: Q2 2018 in Review

282 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2018, worth a combined $3.97B — up 120% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SCHP positions and 14 closed out — a net gain of 29 holders — while 120 added to existing stakes and 80 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $1.85B. The largest seller was UBS Group, cutting an estimated $31.9M.

  • 282 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2018, up from 254 in Q1 2018.
  • Funds reported $3.97B of Schwab US TIPS ETF stock for Q2 2018, up 120% quarter-over-quarter.
  • 43 funds opened new Schwab US TIPS ETF positions in Q2 2018 and 14 closed out, a net change of +29 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $1.85B added.
  • The largest Schwab US TIPS ETF seller in Q2 2018 was UBS Group, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2018.