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Schwab US TIPS ETF
SCHP

Overview Fund Activity

37 hedge funds and large institutions have $71.5M invested in Schwab US TIPS ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
37
Holders Change
-8
Holders Change %
-17.78%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
3
Increased
10
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VKH
1
Virtu KCG Holdings
New York
$2.82M
2
BCM
2
Bluefin Capital Management
New York
$800K
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.38M
4
Charles Schwab
4
Charles Schwab
California
$1.67M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.37M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$19M
2
3AM
2
3D Asset Management
Connecticut
$1.74M
3
KC
3
Kingfisher Capital
North Carolina
$2.08M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$70K
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
1
Empirical Wealth Management
Washington
$20.9M 386,966 -8,226 -2%
CSIA
2
Charles Schwab Investment Advisory
California
$19M 351,716 -378,275 -52%
VKH
3
Virtu KCG Holdings
New York
$2.82M 52,090 +52,090 New
BSW
4
Buckingham Strategic Wealth
Missouri
$2.67M 49,452 -22,127 -31%
Goldman Sachs
5
Goldman Sachs
New York
$2.62M 48,544 -9,555 -16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.51M 46,376 +7,209 +18%
CA
7
Callahan Advisors
Texas
$2.42M 44,834 -4,485 -9%
RMA
8
Roffman Miller Associates
Pennsylvania
$2.41M 44,618 -1,628 -4%
BCI
9
Brinker Capital Investments
Pennsylvania
$2.38M 44,000 +12,800 +41%
KC
10
Kingfisher Capital
North Carolina
$2.08M 38,502 -64,900 -63%
3AM
11
3D Asset Management
Connecticut
$1.74M 32,094 -205,511 -86%
Charles Schwab
12
Charles Schwab
California
$1.67M 30,849 +11,721 +61%
VCP
13
Vista Capital Partners
Oregon
$1.42M 26,231 -335 -1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.37M 25,284 +8,297 +49%
BSB
15
Bangor Savings Bank
Maine
$887K 16,416 -2,198 -12%
BCM
16
Bluefin Capital Management
New York
$800K 15,088 +15,088 New
BIT
17
BlackRock Institutional Trust
California
$484K 8,949 +1,531 +21%
BHTS
18
Bar Harbor Trust Services
Maine
$444K 8,209 +635 +8%
TCM
19
Twele Capital Management
Minnesota
$425K 7,870 – –
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$363K 6,718 -518 -7%
AA
21
Alesco Advisors
New York
$358K 6,617 +676 +11%
SAM
22
SignalPoint Asset Management
Missouri
$343K 6,351 -7,084 -53%
WA
23
Waverly Advisors
Alabama
$272K 5,031 -277 -5%
AI
24
Atria Investments
North Carolina
$225K 4,161 -2,103 -34%
Wells Fargo
25
Wells Fargo
California
$176K 3,257 +846 +35%
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