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Schwab US TIPS ETF
SCHP

Overview Fund Activity

173 hedge funds and large institutions have $791M invested in Schwab US TIPS ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
173
Holders Change
+23
Holders Change %
+15.33%
% of All Funds
4.31%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
38
Increased
75
Reduced
35
Closed
13
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
-$17K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$182M
2
AWE
2
Avidian Wealth Enterprises
Texas
$25.7M
3
UBS Group
3
UBS Group
Switzerland
$105M
4
VIA
4
Vantage Investment Advisors
Pennsylvania
$20.2M
5
MCM
5
Makena Capital Management
California
$16.6M

Top Sellers

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$0
2
CIA
2
Capital Investment Advisors
Georgia
$2.05M
3
FWM
3
Frontier Wealth Management
Missouri
$3.99M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$2.94M
5
UBS AM
5
UBS AM
Illinois
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
MinichMacGregor Wealth Management
New York
$21K – – –
AOWM
152
Alpha Omega Wealth Management
Virginia
$16K – – –
NFG
153
Next Financial Group
Texas
$15K -$56 -2 -0.4%
GRP
154
Global Retirement Partners
California
$13K +$1.21K +42 +10%
MA
155
MCF Advisors
Kentucky
$13K +$13K +458 New
AF
156
Allworth Financial
California
$11K – – –
CDIA
157
Capital Directions Investment Advisors
Georgia
$11K – – –
WA
158
WFG Advisors
Texas
$11K +$11K +400 New
PO
159
Private Ocean
California
$9K +$106 +4 +1%
SWA
160
Sutton Wealth Advisors
Florida
$6.89K – – –
HCM
161
Horrell Capital Management
Arkansas
$6K -$10.1K -378 -63%
NDSI
162
Newman Dignan & Sheerar Inc
Rhode Island
$5.02K +$2.76K +9,940 +122%
AA
163
Advisory Alpha
Michigan
$5K +$5K +168 New
TCM
164
TD Capital Management
Tennessee
$4K – – –
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$2.39K +86 +148%
RBA
166
Richard Bernstein Advisors
New York
$3K – – –
IWM
167
IHT Wealth Management
Illinois
$2K -$24.5K -1,178 -92%
ADL
168
Asset Dedication LLC
California
$2K – – –
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +80 New
AIP
170
Ameritas Investment Partners
Nebraska
$1K – – –
Walleye Trading
171
Walleye Trading
New York
$10 +$5 +178 +96%
REMPR
172
Roof Eidam Maycock Peralta (REMP)
California
– -$10.9M -397,530 Closed
SGI
173
Summit Global Investments
Utah
– -$1.54M -56,128 Closed
FTUS
174
Flow Traders U.S.
New York
– -$1.47M -53,468 Closed
SWP
175
Stratos Wealth Partners
Ohio
– -$679K -24,774 Closed
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