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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 Market Value Shares Shares
Change 		Shares
Change %
TC
201
Telemus Capital
Michigan
$57K 2,066 +2,066 New
KF
202
Krilogy Financial
Missouri
$56K 2,026 +770 +61%
PCTC
203
Perkins Coie Trust Company
Washington
$55K 2,000 – –
IWM
204
IHT Wealth Management
Illinois
$50K 1,818 – –
SP
205
SWS Partners
Ohio
$39K 1,404 +1,404 New
ADL
206
Asset Dedication LLC
California
$37K 1,342 +1,260 +1,537%
VFA
207
Valeo Financial Advisors
Indiana
$33K 1,184 +464 +64%
PFGIA
208
Patriot Financial Group Insurance Agency
Massachusetts
$32K 1,176 +648 +123%
WCM
209
Wealthcare Capital Management
Virginia
$25K 916 – –
EWM
210
Evercore Wealth Management
New York
$25K 900 – –
KFA
211
Kabarec Financial Advisors
Illinois
$25K 900 +900 New
MFW
212
Mosaic Family Wealth
Missouri
$24K 882 +882 New
AIM
213
Arcadia Investment Management
Michigan
$22K 800 +800 New
MWM
214
MinichMacGregor Wealth Management
New York
$21K 782 – –
PO
215
Private Ocean
California
$21K 754 +412 +120%
SJIM
216
St. Johns Investment Management
Florida
$18K 640 -3,572 -85%
AOWM
217
Alpha Omega Wealth Management
Virginia
$16K 560 – –
PFA
218
Pathway Financial Advisors
Vermont
$16K 572 +572 New
1IA
219
1834 Investment Advisors
Wisconsin
$16K 588 +588 New
RFA
220
Reilly Financial Advisors
California
$15K 540 -282 -34%
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$15K 546 +546 New
WCM
222
Whitener Capital Management
North Carolina
$15K 560 +560 New
CDIA
223
Capital Directions Investment Advisors
Georgia
$12K 430 +30 +8%
MA
224
MCF Advisors
Kentucky
$10K 350 -36 -9%
WWM
225
Wagner Wealth Management
South Carolina
$10K 368 +368 New
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9
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