SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

45 hedge funds and large institutions have $116M invested in Schwab US TIPS ETF in 2013 Q2 according to their latest regulatory filings, with 45 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
45
Holders Change
+45
Holders Change %
–
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.1%
New
45
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$39.3M
2
EWM
2
Empirical Wealth Management
Washington
$21.3M
3
3AM
3
3D Asset Management
Connecticut
$12.8M
4
KC
4
Kingfisher Capital
North Carolina
$5.56M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$3.85M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$39.3M 729,991 +729,991 New
EWM
2
Empirical Wealth Management
Washington
$21.3M 395,192 +395,192 New
3AM
3
3D Asset Management
Connecticut
$12.8M 237,605 +237,605 New
KC
4
Kingfisher Capital
North Carolina
$5.56M 103,402 +103,402 New
BSW
5
Buckingham Strategic Wealth
Missouri
$3.85M 71,579 +71,579 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.56M 66,145 +66,145 New
Goldman Sachs
7
Goldman Sachs
New York
$3.13M 58,099 +58,099 New
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$2.81M 52,291 +52,291 New
CA
9
Callahan Advisors
Texas
$2.65M 49,319 +49,319 New
RMA
10
Roffman Miller Associates
Pennsylvania
$2.49M 46,246 +46,246 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.11M 39,167 +39,167 New
KCG
12
Knight Capital Group
$1.86M 34,538 +34,538 New
PMG
13
ProVise Management Group
Florida
$1.82M 33,802 +33,802 New
BCI
14
Brinker Capital Investments
Pennsylvania
$1.68M 31,200 +31,200 New
VCP
15
Vista Capital Partners
Oregon
$1.43M 26,566 +26,566 New
GA
16
Gateway Advisory
New Jersey
$1.42M 26,364 +26,364 New
Charles Schwab
17
Charles Schwab
California
$1.03M 19,128 +19,128 New
BSB
18
Bangor Savings Bank
Maine
$1M 18,614 +18,614 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$914K 16,987 +16,987 New
SAM
20
SignalPoint Asset Management
Missouri
$723K 13,435 +13,435 New
Jane Street
21
Jane Street
New York
$720K 13,375 +13,375 New
CPO
22
Cerity Partners OCIO
New York
$511K 15,925 +15,925 New
TCM
23
Twele Capital Management
Minnesota
$423K 7,870 +7,870 New
BHTS
24
Bar Harbor Trust Services
Maine
$408K 7,574 +7,574 New
BIT
25
BlackRock Institutional Trust
California
$399K 7,418 +7,418 New
1
2