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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 %
Citigroup
201
Citigroup
New York
$395K +$10.8K +384 +3%
RIA
202
Realta Investment Advisors
Delaware
$394K +$89.7K +3,178 +29%
DAS
203
Dynamic Advisor Solutions
Arizona
$390K +$84.7K +3,008 +28%
BSB
204
Bangor Savings Bank
Maine
$390K +$390K +13,848 New
RF
205
RHS Financial
California
$382K -$49.7K -1,768 -12%
Mariner
206
Mariner
Kansas
$379K +$379K +13,470 New
LJAC
207
L.J. Altfest & Co
New York
$373K +$74K +2,628 +25%
SPC
208
Sigma Planning Corp
Michigan
$360K +$957 +34 +0.3%
FI
209
FormulaFolio Investments
Michigan
$356K +$5.86K +208 +2%
RVPG
210
Relative Value Partners Group
$351K – – –
FHC
211
First Heartland Consultants
Missouri
$350K -$318K -11,324 -48%
SFS
212
Strategic Financial Services
New York
$350K +$9.52K +338 +3%
SBL
213
Sargent Bickham Lagudis
Colorado
$339K -$52.8K -1,874 -13%
3AM
214
3D Asset Management
Connecticut
$324K +$1.24K +44 +0.4%
PWM
215
Perigon Wealth Management
California
$317K +$70.4K +2,500 +29%
1CM
216
1492 Capital Management
Wisconsin
$314K – – –
Stifel Financial
217
Stifel Financial
Missouri
$311K -$151K -5,330 -33%
NFG
218
Next Financial Group
Texas
$293K +$192K +6,822 +190%
William Blair & Company
219
William Blair & Company
Illinois
$286K -$58.5K -2,076 -17%
OPA
220
Old Port Advisors
Maine
$278K – – –
RMA
221
Roffman Miller Associates
Pennsylvania
$275K -$112K -4,000 -29%
RPA
222
Rock Point Advisors
Vermont
$270K – – –
SGCA
223
Steel Grove Capital Advisors
Tennessee
$270K +$7.48K +266 +3%
SIAG
224
Signet Investment Advisory Group
Rhode Island
$270K +$270K +9,604 New
LFG
225
Larson Financial Group
Missouri
$269K +$6.02K +214 +2%
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