SCHP icon

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.

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 %
RVPG
201
Relative Value Partners Group
$332K – – –
RCA
202
Reitz Capital Advisors
Michigan
$332K +$332K +12,460 New
IAM
203
Integre Asset Management
New York
$321K – – –
SFS
204
Strategic Financial Services
New York
$309K -$4.31K -162 -1%
AFA
205
Arlington Financial Advisors
California
$301K +$2.18K +82 +0.7%
1CM
206
1492 Capital Management
Wisconsin
$297K – – –
BSB
207
Bangor Savings Bank
Maine
$293K -$163K -6,122 -36%
BRWA
208
B. Riley Wealth Advisors
Florida
$292K -$5.01K -188 -2%
NFG
209
Next Financial Group
Texas
$291K +$195K +7,314 +203%
WP
210
WealthPLAN Partners
Nebraska
$289K +$2.7K +100 +0.9%
RCG
211
Ruggie Capital Group
Florida
$288K -$401K -15,058 -58%
TSS
212
Two Sigma Securities
New York
$288K +$288K +10,804 New
FI
213
FormulaFolio Investments
Michigan
$285K – – –
SA
214
Strategic Advisors
New York
$282K -$2.4M -90,174 -89%
Mariner
215
Mariner
Kansas
$281K +$281K +10,542 New
IAA
216
Independent Advisor Alliance
North Carolina
$275K +$275K +10,198 New
IA
217
IFP Advisors
Florida
$272K -$667K -25,058 -71%
OPA
218
Old Port Advisors
Maine
$265K +$265K +9,916 New
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$263K +$22.3K +836 +9%
RPA
220
Rock Point Advisors
Vermont
$256K – – –
CFD
221
Creative Financial Designs
Indiana
$254K -$13.6K -512 -5%
LFG
222
Larson Financial Group
Missouri
$254K +$45.5K +1,706 +22%
HFS
223
HL Financial Services
Kentucky
$250K +$250K +9,378 New
SGCA
224
Steel Grove Capital Advisors
Tennessee
$248K – – –
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$244K +$175K +6,576 +254%
7 8
9
10 11