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Schwab US TIPS ETF
SCHP

Overview Fund Activity

244 hedge funds and large institutions have $1.5B invested in Schwab US TIPS ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
244
Holders Change
+43
Holders Change %
+21.39%
% of All Funds
5.54%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
60
Increased
112
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$49.9M
2
AssetMark Inc
2
AssetMark Inc
California
$52.8M
3
CSIA
3
Charles Schwab Investment Advisory
California
$297M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$41.4M
5
FIMG
5
Financial & Investment Management Group
Michigan
$17M

Top Sellers

1
MCM
1
Makena Capital Management
California
$0
2
M&T Bank
2
M&T Bank
New York
$1.87M
3
SBL
3
Sargent Bickham Lagudis
Colorado
$5.03M
4
CLOS
4
Compagnie Lombard Odier SCmA
Switzerland
$0
5
FWM
5
Frontier Wealth Management
Missouri
$4.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
176
Carmichael Hill & Associates
Maryland
$211K +$211K +7,602 New
AWA
177
Alaska Wealth Advisors
Alaska
$210K +$210K +7,612 New
BlackRock
178
BlackRock
New York
$209K -$35.1K -1,266 -14%
FMC
179
First Merchants Corp
Indiana
$206K – – –
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$171K +$164K +5,912 +2,274%
PGA
181
Premia Global Advisors
Florida
$167K +$167K +6,054 New
PFBT
182
Parkside Financial Bank & Trust
Missouri
$154K – – –
Bessemer Group
183
Bessemer Group
New Jersey
$149K -$150K -5,430 -50%
BBPWM
184
Blue Bell Private Wealth Management
Pennsylvania
$136K -$2.77K -100 -2%
BUB
185
BBVA USA Bancshares
Texas
$130K +$130K +4,680 New
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$119K +$32.1K +1,156 +37%
TIM
187
Tortoise Investment Management
New York
$118K +$118K +4,260 New
SWP
188
Stratos Wealth Partners
Ohio
$114K +$114K +4,104 New
CTC
189
Central Trust Company
Missouri
$107K +$107K +3,858 New
BAM
190
Barrett Asset Management
New York
$106K – – –
APA
191
American Portfolios Advisors
New York
$101K +$101K +3,634 New
Manulife (Manufacturers Life Insurance)
192
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$98K -$3.82K -138 -4%
FRA
193
Front Row Advisors
California
$96K +$96K +3,452 New
VNA
194
Valley National Advisers
Pennsylvania
$91K +$14.8K +532 +19%
GRP
195
Global Retirement Partners
California
$85K +$57.1K +2,062 +205%
HDIM
196
Hanson & Doremus Investment Management
Vermont
$77K +$6.17K +222 +9%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$75K – – –
PA
198
Parallel Advisors
California
$68K – – –
PWM
199
Perigon Wealth Management
California
$66K -$1.16M -41,916 -95%
MCM
200
Mainstay Capital Management
Michigan
$62K +$62K +2,224 New
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