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Schwab US TIPS ETF
SCHP

Overview Fund Activity

304 hedge funds and large institutions have $4.44B invested in Schwab US TIPS ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+20
Holders Change %
+7.04%
% of All Funds
6.78%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.47%
New
60
Increased
97
Reduced
113
Closed
36
Calls
$298K
Puts
–
Net Calls
+$298K
Net Calls Change
-$26K

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$220M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$635M
3
WCM
3
Wealthcare Capital Management
Virginia
$67.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$44.3M
5
Wells Fargo
5
Wells Fargo
California
$48.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.98B
2
PAG
2
Pinnacle Advisory Group
Maryland
$1.9M
3
UBS Group
3
UBS Group
Switzerland
$16M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$1.46M
5
MIH
5
Madison Investment Holdings
Wisconsin
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
126
First Hawaiian Bank
Hawaii
$1.07M – – –
RBA
127
Richard Bernstein Advisors
New York
$1.07M +$197K +7,398 +23%
FA
128
Fagan Associates
New York
$1.02M +$98K +3,678 +11%
VA
129
Valmark Advisers
Ohio
$1.02M +$97.9K +3,678 +11%
BlackRock
130
BlackRock
New York
$1.01M +$339K +12,716 +50%
CA
131
Clearstead Advisors
Ohio
$997K +$997K +37,444 New
SA
132
SRH Advisors
Kansas
$952K -$153K -5,730 -14%
CW
133
CreativeOne Wealth
Kansas
$934K +$1.28K +48 +0.1%
PFA
134
Pure Financial Advisors
California
$911K -$67.1K -2,518 -7%
NPT
135
Nixon Peabody Trust
Massachusetts
$910K – – –
VV
136
Valentine Ventures
Oregon
$905K +$905K +34,008 New
Manulife (Manufacturers Life Insurance)
137
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$901K +$901K +33,834 New
FC
138
Financial Consulate
Maryland
$893K -$2.88K -108 -0.3%
SP
139
Successful Portfolios
Florida
$885K +$29.8K +1,118 +3%
LYV
140
Live Your Vision
Pennsylvania
$831K +$123K +4,580 +17%
Citadel Advisors
141
Citadel Advisors
Florida
$824K +$824K +30,966 New
BFEC
142
Benjamin F. Edwards & Company
Missouri
$808K +$11.9K +446 +1%
ASN
143
Advisory Services Network
Georgia
$799K +$93.6K +3,516 +13%
CWM
144
Cabot Wealth Management
Massachusetts
$797K -$71K -2,666 -8%
KAM
145
Knightsbridge Asset Management
California
$793K -$50.3K -1,890 -6%
EWA
146
Exencial Wealth Advisors
Oklahoma
$778K -$14.5K -546 -2%
BUB
147
BBVA USA Bancshares
Texas
$774K +$506K +18,982 +188%
CSIC
148
Clifford Swan Investment Counsel
California
$736K +$13.7K +514 +2%
CMBA
149
C.M. Bidwell & Associates
Hawaii
$734K -$37.6K -1,414 -5%
CWM
150
Capital Wealth Management
Rhode Island
$731K +$99.8K +3,748 +16%
4 5
6
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