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Schwab US TIPS ETF
SCHP

Overview Fund Activity

304 hedge funds and large institutions have $4.44B invested in Schwab US TIPS ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+20
Holders Change %
+7.04%
% of All Funds
6.78%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.47%
New
60
Increased
97
Reduced
113
Closed
36
Calls
$298K
Puts
–
Net Calls
+$298K
Net Calls Change
-$26K

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$220M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$635M
3
WCM
3
Wealthcare Capital Management
Virginia
$67.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$44.3M
5
Wells Fargo
5
Wells Fargo
California
$48.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.98B
2
PAG
2
Pinnacle Advisory Group
Maryland
$1.9M
3
UBS Group
3
UBS Group
Switzerland
$16M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$1.46M
5
MIH
5
Madison Investment Holdings
Wisconsin
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSG
176
Nalls Sherbakoff Group
Tennessee
$530K +$530K +19,918 New
EWM
177
Elmwood Wealth Management
California
$528K +$23.7K +890 +5%
GCA
178
Gradient Capital Advisors
California
$519K – – –
SWM
179
Stockman Wealth Management
Montana
$515K +$132K +4,950 +34%
BSW
180
Buckingham Strategic Wealth
Missouri
$504K -$25.8K -970 -5%
CFS
181
CRA Financial Services
New Jersey
$500K +$500K +18,792 New
SI
182
Stephens Inc
Arkansas
$482K – – –
GJIC
183
Gamble Jones Investment Counsel
California
$479K – – –
AG
184
Advisor Group
Arizona
$476K +$77.3K +2,902 +19%
BJL
185
Brighton Jones LLC
Washington
$462K +$3.78K +142 +0.8%
SBL
186
Sargent Bickham Lagudis
Colorado
$457K -$150K -5,626 -25%
CA
187
Continuum Advisory
Idaho
$422K -$20.1K -756 -5%
NL
188
NWAM LLC
Washington
$421K -$87K -3,266 -17%
JC
189
Jentner Corp
Ohio
$417K +$9.33K +350 +2%
CIAS
190
Capital Investment Advisory Services
North Carolina
$406K -$2.08K -78 -0.5%
CA
191
Cambridge Advisors
Nebraska
$381K -$2.5K -94 -0.7%
KWM
192
Kingsview Wealth Management
Oregon
$375K +$26.2K +982 +7%
William Blair & Company
193
William Blair & Company
Illinois
$367K +$367K +13,800 New
RJA
194
Raymond James & Associates
Florida
$365K -$1.77M -66,432 -83%
Citigroup
195
Citigroup
New York
$364K +$639 +24 +0.2%
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
$353K -$771K -28,906 -69%
SPC
197
Sigma Planning Corp
Michigan
$340K +$1.86K +70 +0.6%
FA
198
FDx Advisors
Illinois
$335K -$313K -11,750 -48%
3AM
199
3D Asset Management
Connecticut
$335K +$2.61K +98 +0.8%
CAN
200
Cetera Advisor Networks
California
$333K -$26.6K -994 -7%
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