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Schwab US TIPS ETF
SCHP

Overview Fund Activity

201 hedge funds and large institutions have $1.24B invested in Schwab US TIPS ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+12
Holders Change %
+6.35%
% of All Funds
5.02%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
31
Increased
99
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$300M
2
CSIA
2
Charles Schwab Investment Advisory
California
$259M
3
MCM
3
Makena Capital Management
California
$32.1M
4
PAG
4
Pinnacle Advisory Group
Maryland
$49.8M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$7.48M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$544K
2
AL
2
Aspiriant LLC
California
$1.66M
3
MIH
3
Madison Investment Holdings
Wisconsin
$7M
4
M&T Bank
4
M&T Bank
New York
$9.91M
5
AA
5
Apriem Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
176
MinichMacGregor Wealth Management
New York
$21K – – –
IF
177
Ironwood Financial
Arizona
$21K – – –
VFA
178
Valeo Financial Advisors
Indiana
$20K +$20K +720 New
AFNAS
179
American Financial Network Advisory Services
California
$16K +$16K +576 New
AOWM
180
Alpha Omega Wealth Management
Virginia
$15K – – –
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$5.46K +192 +57%
MA
182
MCF Advisors
Kentucky
$11K -$1.88K -66 -15%
CDIA
183
Capital Directions Investment Advisors
Georgia
$11K – – –
PO
184
Private Ocean
California
$9K +$53 +2 +0.6%
CP
185
Corbenic Partners
Pennsylvania
$8K +$8K +280 New
WAP
186
Wealthcare Advisory Partners
Pennsylvania
$8K +$8K +300 New
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$7K -$4.09K -152 -37%
SWA
188
Sutton Wealth Advisors
Florida
$6.85K – – –
OIA
189
OneDigital Investment Advisors
Kansas
$5K -$200K -7,290 -98%
HCM
190
Horrell Capital Management
Arkansas
$5K -$1.83K -60 -27%
SSB
191
Sandy Spring Bank
Maryland
$5K +$5K +172 New
CG
192
Cutler Group
California
$5K +$5K +200 New
Simplex Trading
193
Simplex Trading
Illinois
$5K +$5K +200 New
CFA
194
Camarda Financial Advisors
Florida
$3K -$3.27K -122 -52%
RBA
195
Richard Bernstein Advisors
New York
$3K – – –
BTIS
196
BB&T Investment Services
North Carolina
$3K – – –
MFT
197
Moisand Fitzgerald Tamayo
Florida
$3K +$3K +100 New
ADL
198
Asset Dedication LLC
California
$2K +$49 +2 +3%
AIP
199
Ameritas Investment Partners
Nebraska
$1K – – –
AA
200
Apriem Advisors
California
– -$4.49M -163,154 Closed
5 6 7
8
9