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Schwab US TIPS ETF
SCHP

Overview Fund Activity

284 hedge funds and large institutions have $4.32B invested in Schwab US TIPS ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 142 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
6.5%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.39%
New
30
Increased
142
Reduced
72
Closed
26
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
+$77K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$170M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.23B
3
UBS Group
3
UBS Group
Switzerland
$52.5M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$34.8M
5
US Bancorp
5
US Bancorp
Minnesota
$195M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
QAM
2
Q3 Asset Management
Michigan
$0
3
FA
3
FDx Advisors
Illinois
$656K
4
11A
4
10-15 Associates
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$664K
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
201
One Capital Management
California
$242K – – –
AIM
202
Avity Investment Management
Connecticut
$237K – – –
NDSI
203
Newman Dignan & Sheerar Inc
Rhode Island
$232K +$800 +30 +0.3%
VIA
204
Vantage Investment Advisors
Pennsylvania
$231K -$7.06K -262 -3%
VCM
205
Vigilant Capital Management
Maine
$222K +$54 +2 +0%
JIC
206
Johnson Investment Counsel
Ohio
$216K -$1.45M -53,870 -87%
DWT
207
Dorsey & Whitney Trust
South Dakota
$215K – – –
TFA
208
Toth Financial Advisory
Virginia
$213K +$5.4K +200 +3%
LFG
209
Larson Financial Group
Missouri
$211K -$2K -74 -0.9%
AG
210
Appleton Group
Wisconsin
$207K +$9.77K +362 +5%
CHA
211
Carmichael Hill & Associates
Maryland
$205K – – –
AWA
212
Alaska Wealth Advisors
Alaska
$205K – – –
FMC
213
First Merchants Corp
Indiana
$204K – – –
FGAM
214
Financial Gravity Asset Management
Texas
$156K +$156K +5,854 New
PFBT
215
Parkside Financial Bank & Trust
Missouri
$150K – – –
DWM
216
Destination Wealth Management
California
$136K +$49K +1,822 +56%
FWM
217
Focused Wealth Management
New York
$131K -$827K -30,620 -86%
AAM
218
Advisors Asset Management
Colorado
$130K +$80.3K +2,968 +161%
SWP
219
Stratos Wealth Partners
Ohio
$121K -$90.4K -3,350 -43%
BBPWM
220
Blue Bell Private Wealth Management
Pennsylvania
$119K -$26.1K -970 -18%
AA
221
Ancora Advisors
Ohio
$105K +$105K +3,910 New
BAM
222
Barrett Asset Management
New York
$103K – – –
HDIM
223
Hanson & Doremus Investment Management
Vermont
$101K -$2.65K -98 -3%
NFG
224
Next Financial Group
Texas
$97K -$194K -7,182 -67%
GRP
225
Global Retirement Partners
California
$90K +$31.4K +1,162 +54%
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