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Schwab US TIPS ETF
SCHP

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.

New
Increased
Maintained
Reduced
Closed

45.7% more ownership

Funds ownership: 0% → 45.7% (+46%)

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$39.3M +$41.5M +1,459,982 New
EWM
2
Empirical Wealth Management
Washington
$21.3M +$22.5M +790,384 New
3AM
3
3D Asset Management
Connecticut
$12.8M +$13.5M +475,210 New
KC
4
Kingfisher Capital
North Carolina
$5.56M +$5.88M +206,804 New
BSW
5
Buckingham Strategic Wealth
Missouri
$3.85M +$4.07M +143,158 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.56M +$3.76M +132,290 New
Goldman Sachs
7
Goldman Sachs
New York
$3.13M +$3.3M +116,198 New
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$2.81M +$2.97M +104,582 New
CA
9
Callahan Advisors
Texas
$2.65M +$2.8M +98,638 New
RMA
10
Roffman Miller Associates
Pennsylvania
$2.49M +$2.63M +92,492 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.11M +$2.23M +78,334 New
KCG
12
Knight Capital Group
$1.86M +$1.96M +69,076 New
PMG
13
ProVise Management Group
Florida
$1.82M +$1.92M +67,604 New
BCI
14
Brinker Capital Investments
Pennsylvania
$1.68M +$1.77M +62,400 New
VCP
15
Vista Capital Partners
Oregon
$1.43M +$1.51M +53,132 New
GA
16
Gateway Advisory
New Jersey
$1.42M +$1.5M +52,728 New
Charles Schwab
17
Charles Schwab
California
$1.03M +$1.09M +38,256 New
BSB
18
Bangor Savings Bank
Maine
$1M +$1.06M +37,228 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$914K +$965K +33,974 New
SAM
20
SignalPoint Asset Management
Missouri
$723K +$764K +26,870 New
Jane Street
21
Jane Street
New York
$720K +$760K +26,750 New
CPO
22
Cerity Partners OCIO
New York
$511K +$905K +31,850 New
TCM
23
Twele Capital Management
Minnesota
$423K +$447K +15,740 New
BHTS
24
Bar Harbor Trust Services
Maine
$408K +$430K +15,148 New
BIT
25
BlackRock Institutional Trust
California
$399K +$422K +14,836 New
1
2

SCHP Hedge Fund Activity: Q2 2013 in Review

45 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2013, worth a combined $116M.

Buyers outnumbered sellers: 45 funds opened new SCHP positions and 0 closed out — a net gain of 45 holders — while 0 added to existing stakes and 0 trimmed.

  • 45 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $116M of Schwab US TIPS ETF stock for Q2 2013.
  • 45 funds opened new Schwab US TIPS ETF positions in Q2 2013 and 0 closed out, a net change of +45 holders.

Based on aggregated 13F filings for Q2 2013.