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Schwab US TIPS ETF
SCHP

Overview Fund Activity

201 hedge funds and large institutions have $1.24B invested in Schwab US TIPS ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 46 reducing their positions, and 17 closing their positions.

Holders
201
Holders Change
+12
Holders Change %
+6.35%
% of All Funds
5.02%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
31
Increased
99
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$300M
2
CSIA
2
Charles Schwab Investment Advisory
California
$259M
3
MCM
3
Makena Capital Management
California
$32.1M
4
PAG
4
Pinnacle Advisory Group
Maryland
$49.8M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$7.48M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$544K
2
AL
2
Aspiriant LLC
California
$1.66M
3
MIH
3
Madison Investment Holdings
Wisconsin
$7M
4
M&T Bank
4
M&T Bank
New York
$9.91M
5
AA
5
Apriem Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
11A
151
10-15 Associates
New York
$204K +$1.1K +40 +0.5%
FAAS
152
First Allied Advisory Services
California
$201K +$201K +7,328 New
FCIM
153
Fairview Capital Investment Management
California
$200K +$200K +7,250 New
AA
154
Advisory Alpha
Michigan
$158K +$120K +4,346 +319%
PFBT
155
Parkside Financial Bank & Trust
Missouri
$154K +$154K +5,560 New
BBPWM
156
Blue Bell Private Wealth Management
Pennsylvania
$139K +$22.2K +800 +19%
SJIM
157
St. Johns Investment Management
Florida
$116K -$10.7K -388 -8%
BAM
158
Barrett Asset Management
New York
$106K +$22.2K +800 +26%
Manulife (Manufacturers Life Insurance)
159
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102K -$3.49K -126 -3%
NFG
160
Next Financial Group
Texas
$100K -$108K -3,874 -52%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$87K -$137K -4,932 -61%
VNA
162
Valley National Advisers
Pennsylvania
$76K – – –
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$73K +$73K +2,694 New
HDIM
164
Hanson & Doremus Investment Management
Vermont
$70K +$8.62K +314 +14%
WPA
165
West Paces Advisors
Georgia
$68.1K – – –
PA
166
Parallel Advisors
California
$68K -$98.8K -3,592 -59%
PCTC
167
Perkins Coie Trust Company
Washington
$55K – – –
HI
168
Hudock Inc
Pennsylvania
$55K +$55K +2,020 New
IWM
169
IHT Wealth Management
Illinois
$50K +$47.4K +1,722 +1,794%
LGWM
170
Litman Gregory Wealth Management
California
$39K +$39K +1,410 New
KF
171
Krilogy Financial
Missouri
$35K +$111 +4 +0.3%
GRP
172
Global Retirement Partners
California
$28K +$5.62K +202 +25%
EWM
173
Evercore Wealth Management
New York
$25K – – –
WCM
174
Wealthcare Capital Management
Virginia
$25K – – –
RFA
175
Reilly Financial Advisors
California
$23K +$504 +18 +2%
5 6
7
8 9