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Schwab US TIPS ETF
SCHP

Overview Fund Activity

317 hedge funds and large institutions have $4.61B invested in Schwab US TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+13
Holders Change %
+4.28%
% of All Funds
6.87%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
50
Increased
123
Reduced
93
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.19B
2
AssetMark Inc
AssetMark Inc
California
$69.2M
3
FEG
Fund Evaluation Group
Ohio
$43.8M
4
NA
NextCapital Advisers
Illinois
$41.1M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$235M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$554M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$141M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$34.3M
4
MIH
Madison Investment Holdings
Wisconsin
$57.6M
5
Jane Street
Jane Street
New York
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
126
WealthSource Partners
California
$1.15M -$431K -15,664 -27%
N
127
Natixis
France
$1.13M +$1.13M +41,006 New
CA
128
Callahan Advisors
Texas
$1.12M -$124K -4,514 -10%
SCA
129
Stokes Capital Advisors
South Carolina
$1.12M +$1.12M +40,706 New
FHB
130
First Hawaiian Bank
Hawaii
$1.11M – – –
PFA
131
Pure Financial Advisors
California
$1.11M +$166K +6,042 +18%
FA
132
Fagan Associates
New York
$1.1M +$43K +1,564 +4%
MIAS
133
Mason Investment Advisory Services
Virginia
$1.05M +$1.05M +38,334 New
Creative Planning
134
Creative Planning
Kansas
$1.04M -$231K -8,392 -18%
CWM
135
Capital Wealth Management
Rhode Island
$999K +$245K +8,896 +32%
SA
136
SRH Advisors
Kansas
$978K -$4.95K -180 -0.5%
WCM
137
Weik Capital Management
Pennsylvania
$976K +$252K +9,150 +35%
VV
138
Valentine Ventures
Oregon
$943K +$7.92K +288 +0.8%
SP
139
Successful Portfolios
Florida
$935K +$21.3K +774 +2%
EI
140
Ellevest Inc
New York
$934K +$639K +58,328 +217%
FC
141
Financial Consulate
Maryland
$925K +$2.75K +100 +0.3%
NPT
142
Nixon Peabody Trust
Massachusetts
$912K -$27.5K -1,000 -3%
FTUS
143
Flow Traders U.S.
New York
$907K -$2.91M -105,800 -76%
ONB
144
Old National Bancorp
Indiana
$905K -$2.79M -101,468 -76%
AC
145
Avestar Capital
New York
$898K -$459K -16,994 -34%
AA
146
Advisory Alpha
Michigan
$890K +$890K +32,366 New
BUB
147
BBVA USA Bancshares
Texas
$884K +$84.9K +3,088 +11%
EWM
148
Elmwood Wealth Management
California
$849K +$304K +11,050 +56%
Invesco
149
Invesco
Georgia
$832K -$344K -12,498 -29%
IAA
150
Ironsides Asset Advisors
North Carolina
$824K +$824K +29,960 New
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6
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