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Schwab US TIPS ETF
SCHP

Overview Fund Activity

51 hedge funds and large institutions have $83.4M invested in Schwab US TIPS ETF in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
51
Holders Change
+8
Holders Change %
+18.6%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
17
Reduced
15
Closed
2
Calls
$201K
Puts
–
Net Calls
+$201K
Net Calls Change
+$2.66M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.59M
2
UCFA
2
United Capital Financial Advisors
Texas
$9.55M
3
W
3
Wealthfront
California
$3.86M
4
EWM
4
Empirical Wealth Management
Washington
$26.3M
5
MFP
5
Mosaic Financial Partners
California
$555K

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$56K
3
Goldman Sachs
3
Goldman Sachs
New York
$1.88M
4
BCM
4
Bluefin Capital Management
New York
$0
5
VKH
5
Virtu KCG Holdings
New York
$1.57M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
1
Empirical Wealth Management
Washington
$26.3M 472,019 +29,415 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.59M 172,115 +97,898 +132%
UCFA
3
United Capital Financial Advisors
Texas
$9.55M 171,395 +97,550 +132%
W
4
Wealthfront
California
$3.86M 70,112 +29,783 +74%
CSIA
5
Charles Schwab Investment Advisory
California
$3.5M 62,891 -280,322 -82%
HWA
6
Heritage Wealth Advisors
Virginia
$3.46M 62,169 +2,252 +4%
Charles Schwab
7
Charles Schwab
California
$2.92M 52,460 +5,906 +13%
BCI
8
Brinker Capital Investments
Pennsylvania
$2.45M 44,000 – –
BSW
9
Buckingham Strategic Wealth
Missouri
$2.26M 40,581 -689 -2%
RMA
10
Roffman Miller Associates
Pennsylvania
$2.2M 39,578 -1,015 -3%
Goldman Sachs
11
Goldman Sachs
New York
$1.88M 33,816 -12,883 -28%
KC
12
Kingfisher Capital
North Carolina
$1.75M 31,470 +174 +0.6%
VKH
13
Virtu KCG Holdings
New York
$1.57M 28,241 -5,958 -17%
CA
14
Callahan Advisors
Texas
$1.57M 28,151 +525 +2%
VCP
15
Vista Capital Partners
Oregon
$1.27M 22,871 -2,192 -9%
3AM
16
3D Asset Management
Connecticut
$1.1M 19,775 -2,425 -11%
AA
17
Alesco Advisors
New York
$978K 17,559 +190 +1%
Invesco
18
Invesco
Georgia
$692K 12,424 +5,657 +84%
LYV
19
Live Your Vision
Pennsylvania
$583K 10,460 +976 +10%
MFP
20
Mosaic Financial Partners
California
$555K 9,972 +9,972 New
TCM
21
Twele Capital Management
Minnesota
$482K 8,654 – –
AIM
22
Avity Investment Management
Connecticut
$468K 8,400 +8,400 New
GC
23
Garde Capital
Washington
$452K 8,110 +8,110 New
PWM
24
Perigon Wealth Management
California
$379K 6,800 +895 +15%
BSB
25
Bangor Savings Bank
Maine
$363K 6,514 -726 -10%
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