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Schwab US TIPS ETF
SCHP

Overview Fund Activity

282 hedge funds and large institutions have $3.97B invested in Schwab US TIPS ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+28
Holders Change %
+11.02%
% of All Funds
6.46%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.41%
New
43
Increased
120
Reduced
80
Closed
14
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.19B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$495M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$68.5M
4
US Bancorp
4
US Bancorp
Minnesota
$174M
5
MIH
5
Madison Investment Holdings
Wisconsin
$99.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.8M
2
Bank of America
2
Bank of America
North Carolina
$30.2M
3
LCC
3
Lincoln Capital Corp
Rhode Island
$5.27M
4
I
4
INVST
Indiana
$1.38M
5
GC
5
Garde Capital
Washington
$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
176
Relative Value Partners Group
$342K – – –
FANJ
177
Financial Architects (New Jersey)
New Jersey
$333K -$18.6K -678 -5%
1CM
178
1492 Capital Management
Wisconsin
$323K – – –
KWM
179
Kingsview Wealth Management
Oregon
$316K +$89.6K +3,264 +40%
SFS
180
Strategic Financial Services
New York
$316K +$316K +11,494 New
BRWA
181
B. Riley Wealth Advisors
Florida
$311K +$5.22K +190 +2%
CWM
182
Capital Wealth Management
Rhode Island
$307K +$307K +11,172 New
SWM
183
Stockman Wealth Management
Montana
$302K +$16.2K +590 +6%
BTS
184
BB&T Securities
Virginia
$302K +$302K +11,034 New
NFG
185
Next Financial Group
Texas
$296K -$4.89K -178 -2%
EWM
186
Evercore Wealth Management
New York
$288K +$288K +10,482 New
WCM
187
Weik Capital Management
Pennsylvania
$277K +$30.2K +1,100 +12%
RPA
188
Rock Point Advisors
Vermont
$273K -$25.1K -916 -8%
AFA
189
Arlington Financial Advisors
California
$268K +$268K +9,834 New
CFD
190
Creative Financial Designs
Indiana
$265K -$2.42K -88 -0.9%
BUB
191
BBVA USA Bancshares
Texas
$258K +$48.7K +1,770 +23%
SGCA
192
Steel Grove Capital Advisors
Tennessee
$256K -$15K -548 -6%
CAN
193
Cetera Advisor Networks
California
$254K -$38.5K -1,400 -13%
OCM
194
One Capital Management
California
$247K +$33K +1,200 +15%
PG
195
Patten Group
Tennessee
$246K +$604 +22 +0.2%
AWE
196
Avidian Wealth Enterprises
Texas
$245K -$58.9K -2,146 -19%
VIA
197
Vantage Investment Advisors
Pennsylvania
$243K -$794K -28,886 -77%
AIM
198
Avity Investment Management
Connecticut
$242K – – –
JFG
199
JMG Financial Group
Illinois
$236K +$2.19K +80 +0.9%
VCM
200
Vigilant Capital Management
Maine
$225K -$106K -3,850 -32%
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8
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