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Schwab US TIPS ETF
SCHP

Overview Fund Activity

317 hedge funds and large institutions have $4.61B invested in Schwab US TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+13
Holders Change %
+4.28%
% of All Funds
6.87%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
50
Increased
123
Reduced
93
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.19B
2
AssetMark Inc
AssetMark Inc
California
$69.2M
3
FEG
Fund Evaluation Group
Ohio
$43.8M
4
NA
NextCapital Advisers
Illinois
$41.1M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$235M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$554M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$141M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$34.3M
4
MIH
Madison Investment Holdings
Wisconsin
$57.6M
5
Jane Street
Jane Street
New York
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Cabot Wealth Management
Massachusetts
$813K -$10.2K -370 -1%
BFEC
152
Benjamin F. Edwards & Company
Missouri
$793K -$42.2K -1,534 -5%
MA
153
Mutual Advisors
Nebraska
$776K +$36.9K +1,342 +5%
KAM
154
Knightsbridge Asset Management
California
$747K -$71.4K -2,596 -9%
BIA
155
Bigelow Investment Advisors
Maine
$741K +$7.75K +282 +1%
VCP
156
Vista Capital Partners
Oregon
$741K +$15.4K +560 +2%
ZF
157
Zhang Financial
Michigan
$741K +$30.8K +1,120 +4%
AWA
158
Acorn Wealth Advisors
Michigan
$736K – – –
EWA
159
Exencial Wealth Advisors
Oklahoma
$718K -$85.9K -3,122 -11%
CSIC
160
Clifford Swan Investment Counsel
California
$716K -$43.9K -1,596 -6%
CMBA
161
C.M. Bidwell & Associates
Hawaii
$692K -$66.6K -2,420 -9%
SWM
162
SigFig Wealth Management
California
$666K -$9.07K -330 -1%
ASN
163
Advisory Services Network
Georgia
$660K -$166K -6,024 -20%
FHC
164
First Heartland Consultants
Missouri
$654K -$14.4K -522 -2%
AFP
165
Ausdal Financial Partners
Iowa
$639K +$26.1K +948 +4%
AG
166
Advisor Group
Arizona
$639K +$147K +5,352 +30%
IA
167
IFG Advisory
Georgia
$624K -$10.9K -408 -2%
PMG
168
ProVise Management Group
Florida
$604K -$20.4K -740 -3%
HFA
169
Huber Financial Advisors
Illinois
$598K -$12K -436 -2%
CIA
170
Capital Investment Advisors
Georgia
$598K -$10.6K -384 -2%
HR
171
Hardy Reed
Mississippi
$593K – – –
SAM
172
SignalPoint Asset Management
Missouri
$583K +$28.6K +1,038 +5%
FA
173
FDx Advisors
Illinois
$573K +$227K +8,270 +66%
GCA
174
Gradient Capital Advisors
California
$536K – – –
RCA
175
Reitz Capital Advisors
Michigan
$517K +$174K +6,322 +51%
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