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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 %
RVPG
201
Relative Value Partners Group
$343K – – –
FI
202
FormulaFolio Investments
Michigan
$342K +$51.3K +1,866 +18%
William Blair & Company
203
William Blair & Company
Illinois
$336K -$43.2K -1,572 -11%
SFS
204
Strategic Financial Services
New York
$333K +$13.5K +490 +4%
ACM
205
AlphaStar Capital Management
North Carolina
$323K -$48.5K -3,450 -13%
WP
206
WealthPLAN Partners
Nebraska
$321K +$25.2K +910 +9%
3AM
207
3D Asset Management
Connecticut
$316K -$30.6K -1,110 -9%
ACA
208
Atlas Capital Advisors
Wyoming
$312K +$312K +11,334 New
1CM
209
1492 Capital Management
Wisconsin
$307K – – –
RIA
210
Realta Investment Advisors
Delaware
$298K +$298K +10,778 New
DAS
211
Dynamic Advisor Solutions
Arizona
$298K +$298K +10,848 New
LJAC
212
L.J. Altfest & Co
New York
$292K +$292K +10,626 New
CTC
213
Central Trust Company
Missouri
$291K -$2.27M -82,386 -89%
OPA
214
Old Port Advisors
Maine
$273K – – –
HFS
215
HL Financial Services
Kentucky
$268K +$10.3K +374 +4%
RPA
216
Rock Point Advisors
Vermont
$264K – – –
DADC
217
D.A. Davidson & Co
Montana
$264K +$264K +9,608 New
JIC
218
Johnson Investment Counsel
Ohio
$262K +$262K +9,548 New
HR
219
Hayden Royal
North Carolina
$261K +$261K +9,500 New
LFG
220
Larson Financial Group
Missouri
$257K -$4.9K -178 -2%
SGCA
221
Steel Grove Capital Advisors
Tennessee
$257K – – –
OCM
222
One Capital Management
California
$255K +$8.51K +310 +3%
GSWM
223
Golden State Wealth Management
California
$252K +$252K +9,152 New
VCM
224
Vigilant Capital Management
Maine
$248K +$2.75K +100 +1%
AIM
225
Avity Investment Management
Connecticut
$242K – – –
7 8
9
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