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Schwab US TIPS ETF
SCHP

Overview Fund Activity

316 hedge funds and large institutions have $5.2B invested in Schwab US TIPS ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 147 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
6.87%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.48%
New
30
Increased
147
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$619M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.37B
3
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$65.1M
4
Jane Street
4
Jane Street
New York
$20.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$16.4M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$2.74M
2
AssetMark Inc
2
AssetMark Inc
California
$12.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$530M
4
US Bancorp
4
US Bancorp
Minnesota
$172M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
176
Huber Financial Advisors
Illinois
$592K -$20.8K -738 -3%
CIA
177
Capital Investment Advisors
Georgia
$584K -$27.4K -974 -4%
RCA
178
Reitz Capital Advisors
Michigan
$553K +$23.9K +850 +5%
GCA
179
Gradient Capital Advisors
California
$549K – – –
AG
180
Advisor Group
Arizona
$539K -$116K -4,110 -18%
WP
181
WealthSource Partners
California
$527K -$645K -22,942 -55%
GC
182
Garde Capital
Washington
$521K +$11.5K +408 +2%
STB
183
S&T Bank
Pennsylvania
$519K – – –
SI
184
Stephens Inc
Arkansas
$510K – – –
GJIC
185
Gamble Jones Investment Counsel
California
$507K – – –
Fidelity Investments
186
Fidelity Investments
Massachusetts
$505K +$297K +10,552 +143%
BJL
187
Brighton Jones LLC
Washington
$487K -$23.3K -826 -5%
RJA
188
Raymond James & Associates
Florida
$484K +$85.5K +3,036 +21%
ONB
189
Old National Bancorp
Indiana
$470K -$456K -16,198 -49%
BSW
190
Buckingham Strategic Wealth
Missouri
$462K +$3.77K +134 +0.8%
FAAS
191
First Allied Advisory Services
California
$446K -$11.6M -412,030 -96%
NL
192
NWAM LLC
Washington
$434K -$15.3K -544 -3%
CFS
193
CRA Financial Services
New Jersey
$431K -$53.9K -1,914 -11%
IAM
194
Integre Asset Management
New York
$429K +$394 +14 +0.1%
CAN
195
Cetera Advisor Networks
California
$427K -$48K -1,710 -10%
JC
196
Jentner Corp
Ohio
$422K -$3.21K -114 -0.8%
FAM
197
Formidable Asset Management
Ohio
$413K +$413K +14,676 New
AFA
198
Arlington Financial Advisors
California
$401K +$48.4K +1,722 +14%
SAM
199
SignalPoint Asset Management
Missouri
$400K -$196K -6,970 -33%
BRWA
200
B. Riley Wealth Advisors
Florida
$399K +$40.6K +1,440 +11%
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8
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