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Schwab US TIPS ETF
SCHP

Overview Fund Activity

42 hedge funds and large institutions have $74.4M invested in Schwab US TIPS ETF in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
12
Increased
10
Reduced
18
Closed
7
Calls
–
Puts
$211K
Net Calls
-$211K
Net Calls Change
-$211K

Top Buyers

1
EWM
1
Empirical Wealth Management
Washington
$22.1M
2
HWA
2
Heritage Wealth Advisors
Virginia
$1.42M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.59M
4
BCM
4
Bluefin Capital Management
New York
$1.79M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.02M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$1.9M
2
CSIA
2
Charles Schwab Investment Advisory
California
$17.9M
3
BIT
3
BlackRock Institutional Trust
California
$0
4
CA
4
Callahan Advisors
Texas
$2.02M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$2.33M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
1
Empirical Wealth Management
Washington
$22.1M 419,494 +32,528 +8%
CSIA
2
Charles Schwab Investment Advisory
California
$17.9M 339,663 -12,053 -3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.59M 67,938 +21,562 +46%
Goldman Sachs
4
Goldman Sachs
New York
$2.56M 48,542 -2 -0%
BSW
5
Buckingham Strategic Wealth
Missouri
$2.33M 44,072 -5,380 -11%
BCI
6
Brinker Capital Investments
Pennsylvania
$2.32M 44,000 – –
RMA
7
Roffman Miller Associates
Pennsylvania
$2.24M 42,473 -2,145 -5%
Charles Schwab
8
Charles Schwab
California
$2.19M 41,467 +10,618 +34%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.02M 38,351 +13,067 +52%
CA
10
Callahan Advisors
Texas
$2.02M 38,294 -6,540 -15%
VKH
11
Virtu KCG Holdings
New York
$1.9M 35,909 -16,181 -31%
KC
12
Kingfisher Capital
North Carolina
$1.89M 35,774 -2,728 -7%
BCM
13
Bluefin Capital Management
New York
$1.79M 33,984 +18,896 +125%
3AM
14
3D Asset Management
Connecticut
$1.45M 27,465 -4,629 -14%
HWA
15
Heritage Wealth Advisors
Virginia
$1.42M 26,858 +26,858 New
VCP
16
Vista Capital Partners
Oregon
$1.35M 25,610 -621 -2%
AA
17
Alesco Advisors
New York
$878K 16,642 +10,025 +152%
BSB
18
Bangor Savings Bank
Maine
$726K 13,765 -2,651 -16%
TCM
19
Twele Capital Management
Minnesota
$457K 8,654 +784 +10%
LYV
20
Live Your Vision
Pennsylvania
$406K 7,700 +7,700 New
BHTS
21
Bar Harbor Trust Services
Maine
$370K 7,016 -1,193 -15%
SAM
22
SignalPoint Asset Management
Missouri
$364K 6,894 +543 +9%
IFS
23
Ifrah Financial Services
Arkansas
$306K 5,796 +5,796 New
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$299K 5,659 -1,059 -16%
PWM
25
Perigon Wealth Management
California
$283K 5,380 +5,380 New
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