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Schwab US TIPS ETF
SCHP

Overview Fund Activity

284 hedge funds and large institutions have $4.32B invested in Schwab US TIPS ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 142 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
6.5%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.39%
New
30
Increased
142
Reduced
72
Closed
26
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
+$77K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$170M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.23B
3
UBS Group
3
UBS Group
Switzerland
$52.5M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$34.8M
5
US Bancorp
5
US Bancorp
Minnesota
$195M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
QAM
2
Q3 Asset Management
Michigan
$0
3
FA
3
FDx Advisors
Illinois
$656K
4
11A
4
10-15 Associates
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$664K
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
151
ProVise Management Group
Florida
$612K – – –
GI
152
Gradient Investments
Minnesota
$607K -$5.61K -208 -0.9%
SAM
153
SignalPoint Asset Management
Missouri
$570K +$4.37K +162 +0.8%
ML
154
McAdam LLC
Pennsylvania
$549K +$323 +12 +0.1%
BSW
155
Buckingham Strategic Wealth
Missouri
$537K +$25.9K +960 +5%
GCA
156
Gradient Capital Advisors
California
$526K – – –
Jane Street
157
Jane Street
New York
$521K +$521K +19,296 New
NL
158
NWAM LLC
Washington
$515K +$13.1K +486 +3%
EWM
159
Elmwood Wealth Management
California
$511K +$511K +18,950 New
IWC
160
Integrated Wealth Concepts
Massachusetts
$503K +$1.56K +58 +0.3%
HFA
161
Huber Financial Advisors
Illinois
$502K +$32.9K +1,218 +7%
CRWM
162
Castle Rock Wealth Management
California
$497K +$40.2K +1,520 +9%
SI
163
Stephens Inc
Arkansas
$488K +$488K +18,100 New
GJIC
164
Gamble Jones Investment Counsel
California
$486K – – –
FTUS
165
Flow Traders U.S.
New York
$468K +$468K +17,334 New
WCM
166
Weik Capital Management
Pennsylvania
$465K +$193K +7,150 +71%
BJL
167
Brighton Jones LLC
Washington
$464K +$30K +1,112 +7%
BSB
168
Bangor Savings Bank
Maine
$462K +$16.1K +598 +4%
CA
169
Continuum Advisory
Idaho
$447K +$95.6K +3,556 +27%
CIAS
170
Capital Investment Advisory Services
North Carolina
$413K -$1.56K -58 -0.4%
JC
171
Jentner Corp
Ohio
$413K +$19.5K +722 +5%
S
172
SimplyRich
California
$408K – – –
AG
173
Advisor Group
Arizona
$403K -$47.4K -1,760 -11%
CA
174
Cambridge Advisors
Nebraska
$389K – – –
SWM
175
Stockman Wealth Management
Montana
$388K +$91.7K +3,400 +31%
5 6
7
8 9