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Schwab US TIPS ETF
SCHP

Overview Fund Activity

43 hedge funds and large institutions have $82.3M invested in Schwab US TIPS ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
13
Reduced
17
Closed
5
Calls
–
Puts
$2.46M
Net Calls
-$2.46M
Net Calls Change
-$2.25M

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$3.98M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4M
3
W
3
Wealthfront
California
$2.17M
4
HWA
4
Heritage Wealth Advisors
Virginia
$3.23M
5
EWM
5
Empirical Wealth Management
Washington
$23.9M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.28M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
BCM
3
Bluefin Capital Management
New York
$400K
4
CA
4
Callahan Advisors
Texas
$1.49M
5
BSB
5
Bangor Savings Bank
Maine
$391K
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
1
Empirical Wealth Management
Washington
$23.9M 442,604 +23,110 +6%
CSIA
2
Charles Schwab Investment Advisory
California
$18.5M 343,213 +3,550 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4M 74,217 +72,472 +4,153%
UCFA
4
United Capital Financial Advisors
Texas
$3.98M 73,845 +73,845 New
HWA
5
Heritage Wealth Advisors
Virginia
$3.23M 59,917 +33,059 +123%
Goldman Sachs
6
Goldman Sachs
New York
$2.52M 46,699 -1,843 -4%
Charles Schwab
7
Charles Schwab
California
$2.51M 46,554 +5,087 +12%
BCI
8
Brinker Capital Investments
Pennsylvania
$2.37M 44,000 – –
BSW
9
Buckingham Strategic Wealth
Missouri
$2.23M 41,270 -2,802 -6%
RMA
10
Roffman Miller Associates
Pennsylvania
$2.19M 40,593 -1,880 -4%
W
11
Wealthfront
California
$2.17M 40,329 +40,329 New
VKH
12
Virtu KCG Holdings
New York
$1.85M 34,199 -1,710 -5%
KC
13
Kingfisher Capital
North Carolina
$1.69M 31,296 -4,478 -13%
CA
14
Callahan Advisors
Texas
$1.49M 27,626 -10,668 -28%
VCP
15
Vista Capital Partners
Oregon
$1.35M 25,063 -547 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.28M 23,629 -44,309 -65%
3AM
17
3D Asset Management
Connecticut
$1.2M 22,200 -5,265 -19%
AA
18
Alesco Advisors
New York
$937K 17,369 +727 +4%
LYV
19
Live Your Vision
Pennsylvania
$512K 9,484 +1,784 +23%
TCM
20
Twele Capital Management
Minnesota
$467K 8,654 – –
BCM
21
Bluefin Capital Management
New York
$400K 8,036 -25,948 -76%
BSB
22
Bangor Savings Bank
Maine
$391K 7,240 -6,525 -47%
Invesco
23
Invesco
Georgia
$365K 6,767 +4,063 +150%
SAM
24
SignalPoint Asset Management
Missouri
$335K 6,213 -681 -10%
IFS
25
Ifrah Financial Services
Arkansas
$334K 6,192 +396 +7%
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