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Schwab US TIPS ETF
SCHP

Overview Fund Activity

189 hedge funds and large institutions have $840M invested in Schwab US TIPS ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 98 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
4.72%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
30
Increased
98
Reduced
33
Closed
12
Calls
$315K
Puts
–
Net Calls
+$315K
Net Calls Change
+$60K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$216M
2
M&T Bank
2
M&T Bank
New York
$15.3M
3
W
3
Wealthfront
California
$24.4M
4
Bank of America
4
Bank of America
North Carolina
$18.9M
5
Wells Fargo
5
Wells Fargo
California
$6.75M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$41.4M
2
PAG
2
Pinnacle Advisory Group
Maryland
$37.5M
3
UBS AM
3
UBS AM
Illinois
$23.9M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
VWM
5
Venturi Wealth Management
Texas
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11K +412 New
PO
177
Private Ocean
California
$9K – – –
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$5.14K +192 +133%
SEI Investments
179
SEI Investments
Pennsylvania
$8K +$7.73K +290 +2,900%
SWA
180
Sutton Wealth Advisors
Florida
$6.83K – – –
CFA
181
Camarda Financial Advisors
Florida
$6K -$65.2K -2,544 -92%
HCM
182
Horrell Capital Management
Arkansas
$6K – – –
JPMorgan Chase & Co
183
JPMorgan Chase & Co
New York
$4K +$4K +146 New
RBA
184
Richard Bernstein Advisors
New York
$3K – – –
BTIS
185
BB&T Investment Services
North Carolina
$3K +$3K +112 New
ADL
186
Asset Dedication LLC
California
$2K – – –
AIP
187
Ameritas Investment Partners
Nebraska
$1K – – –
IWM
188
IHT Wealth Management
Illinois
$91 – – –
AWM
189
Avior Wealth Management
Nebraska
– -$3.19M -114,978 Closed
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
– -$573K -20,640 Closed
G
191
GenTrust
Florida
– -$401K -14,460 Closed
RVPG
192
Relative Value Partners Group
– -$345K -12,462 Closed
JFG
193
JMG Financial Group
Illinois
– -$211K -7,594 Closed
RC
194
Rinet Company
Massachusetts
– -$202K -7,258 Closed
FCIM
195
Fairview Capital Investment Management
California
– -$201K -7,250 Closed
MAS
196
Madden Advisory Services
Florida
– -$64K -2,330 Closed
AF
197
Allworth Financial
California
– -$11K -400 Closed
Walleye Trading
198
Walleye Trading
New York
– -$10 -364 Closed
TCM
199
TD Capital Management
Tennessee
– -$4K -132 Closed
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
– -$2K -80 Closed
4 5 6 7
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