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Schwab US TIPS ETF
SCHP

Overview Fund Activity

59 hedge funds and large institutions have $97.5M invested in Schwab US TIPS ETF in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
11
Increased
22
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$17.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.2M
3
SFPM
3
Sensible Financial Planning & Management
Massachusetts
$2.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.95M
5
MFP
5
Mosaic Financial Partners
California
$1.5M

Top Sellers

1
EWM
1
Empirical Wealth Management
Washington
$18.9M
2
VKH
2
Virtu KCG Holdings
New York
$277K
3
Goldman Sachs
3
Goldman Sachs
New York
$1.51M
4
BIT
4
BlackRock Institutional Trust
California
$0
5
VCP
5
Vista Capital Partners
Oregon
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
1
Empirical Wealth Management
Washington
$18.9M 348,321 -123,698 -26%
UCFA
2
United Capital Financial Advisors
Texas
$17.6M 324,184 +152,789 +89%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.2M 317,735 +145,620 +85%
W
4
Wealthfront
California
$3.72M 68,620 -1,492 -2%
HWA
5
Heritage Wealth Advisors
Virginia
$3.42M 63,184 +1,015 +2%
CSIA
6
Charles Schwab Investment Advisory
California
$3.38M 62,393 -498 -0.8%
Charles Schwab
7
Charles Schwab
California
$3.06M 56,424 +3,964 +8%
SFPM
8
Sensible Financial Planning & Management
Massachusetts
$2.7M 49,838 +49,838 New
BCI
9
Brinker Capital Investments
Pennsylvania
$2.38M 44,000 – –
BSW
10
Buckingham Strategic Wealth
Missouri
$2.14M 39,472 -1,109 -3%
RMA
11
Roffman Miller Associates
Pennsylvania
$2.12M 39,103 -475 -1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.95M 35,995 +32,229 +856%
CA
13
Callahan Advisors
Texas
$1.74M 32,143 +3,992 +14%
KC
14
Kingfisher Capital
North Carolina
$1.67M 30,865 -605 -2%
Goldman Sachs
15
Goldman Sachs
New York
$1.51M 27,950 -5,866 -17%
MFP
16
Mosaic Financial Partners
California
$1.5M 27,687 +17,715 +178%
Invesco
17
Invesco
Georgia
$1.36M 25,075 +12,651 +102%
VCP
18
Vista Capital Partners
Oregon
$1.12M 20,746 -2,125 -9%
3AM
19
3D Asset Management
Connecticut
$983K 18,137 -1,638 -8%
AA
20
Alesco Advisors
New York
$970K 17,896 +337 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$775K 14,303 +14,303 New
PWM
22
Perigon Wealth Management
California
$575K 10,619 +3,819 +56%
LYV
23
Live Your Vision
Pennsylvania
$528K 9,586 -874 -8%
TCM
24
Twele Capital Management
Minnesota
$469K 8,654 – –
AIM
25
Avity Investment Management
Connecticut
$455K 8,400 – –
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