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Schwab US TIPS ETF
SCHP

Overview Fund Activity

317 hedge funds and large institutions have $4.61B invested in Schwab US TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+13
Holders Change %
+4.28%
% of All Funds
6.87%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
50
Increased
123
Reduced
93
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.19B
2
AssetMark Inc
AssetMark Inc
California
$69.2M
3
FEG
Fund Evaluation Group
Ohio
$43.8M
4
NA
NextCapital Advisers
Illinois
$41.1M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$235M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$554M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$141M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$34.3M
4
MIH
Madison Investment Holdings
Wisconsin
$57.6M
5
Jane Street
Jane Street
New York
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
STB
176
S&T Bank
Pennsylvania
$507K -$69.5K -2,528 -12%
SI
177
Stephens Inc
Arkansas
$498K – – –
BJL
178
Brighton Jones LLC
Washington
$498K +$20.9K +760 +4%
GC
179
Garde Capital
Washington
$497K -$182K -6,622 -27%
GJIC
180
Gamble Jones Investment Counsel
California
$495K – – –
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$491K +$220K +7,982 +81%
KWM
182
Kingsview Wealth Management
Oregon
$489K +$102K +3,720 +26%
CFS
183
CRA Financial Services
New Jersey
$473K -$43.3K -1,576 -8%
CAN
184
Cetera Advisor Networks
California
$468K +$124K +4,466 +36%
PO
185
Private Ocean
California
$461K -$1.79M -65,044 -80%
CA
186
Continuum Advisory
Idaho
$455K +$20.4K +744 +5%
Stifel Financial
187
Stifel Financial
Missouri
$451K -$156K -5,624 -26%
BSW
188
Buckingham Strategic Wealth
Missouri
$448K -$73.2K -2,658 -14%
NL
189
NWAM LLC
Washington
$439K +$4.13K +150 +0.9%
RF
190
RHS Financial
California
$422K -$260K -9,446 -38%
IAM
191
Integre Asset Management
New York
$419K +$87.2K +3,168 +26%
JC
192
Jentner Corp
Ohio
$415K -$15K -546 -3%
CA
193
Cambridge Advisors
Nebraska
$391K -$2.53K -92 -0.6%
RJA
194
Raymond James & Associates
Florida
$389K +$12.2K +442 +3%
SBL
195
Sargent Bickham Lagudis
Colorado
$383K -$89K -3,232 -19%
RMA
196
Roffman Miller Associates
Pennsylvania
$379K +$379K +13,780 New
Citigroup
197
Citigroup
New York
$375K -$1.27K -46 -0.3%
SPC
198
Sigma Planning Corp
Michigan
$351K -$660 -24 -0.2%
BRWA
199
B. Riley Wealth Advisors
Florida
$350K +$47.9K +1,740 +16%
AFA
200
Arlington Financial Advisors
California
$345K +$33.6K +1,222 +11%
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