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Schwab US TIPS ETF
SCHP

Overview Fund Activity

304 hedge funds and large institutions have $4.44B invested in Schwab US TIPS ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 36 closing their positions.

Holders
304
Holders Change
+20
Holders Change %
+7.04%
% of All Funds
6.78%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.47%
New
60
Increased
97
Reduced
113
Closed
36
Calls
$298K
Puts
–
Net Calls
+$298K
Net Calls Change
-$26K

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$220M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$635M
3
WCM
3
Wealthcare Capital Management
Virginia
$67.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$44.3M
5
Wells Fargo
5
Wells Fargo
California
$48.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.98B
2
PAG
2
Pinnacle Advisory Group
Maryland
$1.9M
3
UBS Group
3
UBS Group
Switzerland
$16M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$1.46M
5
MIH
5
Madison Investment Holdings
Wisconsin
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
151
Acorn Wealth Advisors
Michigan
$720K +$4.29K +160 +0.6%
WPA
152
West Paces Advisors
Georgia
$718K +$718K +26,960 New
EI
153
Ellevest Inc
New York
$716K +$716K +26,920 New
MA
154
Mutual Advisors
Nebraska
$715K -$60K -2,254 -8%
BIA
155
Bigelow Investment Advisors
Maine
$710K +$2.13K +80 +0.3%
ACM
156
AlphaStar Capital Management
North Carolina
$703K +$28.5K +1,070 +4%
VCP
157
Vista Capital Partners
Oregon
$702K -$35.1K -1,318 -5%
WCM
158
Weik Capital Management
Pennsylvania
$702K +$242K +9,100 +53%
ZF
159
Zhang Financial
Michigan
$688K +$688K +25,836 New
NCM
160
Northwest Capital Management
Oregon
$684K -$382K -14,342 -36%
S
161
SimplyRich
California
$668K +$266K +9,986 +66%
RF
162
RHS Financial
California
$660K +$660K +24,798 New
GC
163
Garde Capital
Washington
$658K -$43.8K -1,644 -6%
SWM
164
SigFig Wealth Management
California
$654K -$9.48K -356 -1%
FHC
165
First Heartland Consultants
Missouri
$647K +$647K +24,294 New
GI
166
Gradient Investments
Minnesota
$618K +$18.9K +708 +3%
PMG
167
ProVise Management Group
Florida
$604K – – –
AFP
168
Ausdal Financial Partners
Iowa
$594K -$332K -12,454 -36%
HFA
169
Huber Financial Advisors
Illinois
$591K +$95.4K +3,582 +19%
CIA
170
Capital Investment Advisors
Georgia
$589K -$52.3K -1,962 -8%
Stifel Financial
171
Stifel Financial
Missouri
$586K -$33.5K -1,252 -5%
IA
172
IFG Advisory
Georgia
$583K +$3.49K +142 +0.6%
HR
173
Hardy Reed
Mississippi
$574K +$574K +21,566 New
STB
174
S&T Bank
Pennsylvania
$558K -$70.9K -2,666 -11%
SAM
175
SignalPoint Asset Management
Missouri
$536K -$26.5K -996 -5%
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7
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