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Schwab US TIPS ETF
SCHP

Overview Fund Activity

244 hedge funds and large institutions have $1.5B invested in Schwab US TIPS ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
244
Holders Change
+43
Holders Change %
+21.39%
% of All Funds
5.54%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
60
Increased
112
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$49.9M
2
AssetMark Inc
2
AssetMark Inc
California
$52.8M
3
CSIA
3
Charles Schwab Investment Advisory
California
$297M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$41.4M
5
FIMG
5
Financial & Investment Management Group
Michigan
$17M

Top Sellers

1
MCM
1
Makena Capital Management
California
$0
2
M&T Bank
2
M&T Bank
New York
$1.87M
3
SBL
3
Sargent Bickham Lagudis
Colorado
$5.03M
4
CLOS
4
Compagnie Lombard Odier SCmA
Switzerland
$0
5
FWM
5
Frontier Wealth Management
Missouri
$4.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
151
Whitegate Investment Counselors
New Hampshire
$309K +$99.1K +3,574 +47%
BJL
152
Brighton Jones LLC
Washington
$308K +$308K +11,110 New
RPA
153
Rock Point Advisors
Vermont
$304K +$11.1K +400 +4%
VA
154
Valmark Advisers
Ohio
$304K +$304K +10,956 New
SWM
155
Stockman Wealth Management
Montana
$294K -$2.77K -100 -0.9%
FTS
156
Fifth Third Securities
Ohio
$293K +$293K +10,542 New
CA
157
Continuum Advisory
Idaho
$284K -$4.1K -148 -1%
SGCA
158
Steel Grove Capital Advisors
Tennessee
$275K – – –
BRWA
159
B. Riley Wealth Advisors
Florida
$274K +$44.2K +1,594 +19%
HI
160
Hudock Inc
Pennsylvania
$266K +$210K +7,598 +376%
HFA
161
Huber Financial Advisors
Illinois
$266K +$266K +9,612 New
CA
162
Cambridge Advisors
Nebraska
$258K +$9.53K +344 +4%
FCIM
163
Fairview Capital Investment Management
California
$254K +$53.4K +1,930 +27%
KWM
164
Kingsview Wealth Management
Oregon
$249K +$249K +8,982 New
PG
165
Patten Group
Tennessee
$248K -$5.37K -194 -2%
SPC
166
Sigma Planning Corp
Michigan
$246K +$1.05K +38 +0.4%
AIM
167
Avity Investment Management
Connecticut
$244K – – –
JFG
168
JMG Financial Group
Illinois
$236K +$236K +8,500 New
TFA
169
Toth Financial Advisory
Virginia
$229K +$229K +8,260 New
CRWM
170
Castle Rock Wealth Management
California
$228K +$228K +8,224 New
Comerica Bank
171
Comerica Bank
Texas
$225K -$19.3K -700 -8%
NDSI
172
Newman Dignan & Sheerar Inc
Rhode Island
$225K -$2.27K -82 -1%
CAN
173
Cetera Advisor Networks
California
$223K -$6.81K -248 -3%
FAAS
174
First Allied Advisory Services
California
$222K +$21.4K +782 +11%
OCM
175
One Capital Management
California
$216K +$216K +7,780 New
5 6
7
8 9