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Schwab US TIPS ETF
SCHP

Overview Fund Activity

74 hedge funds and large institutions have $171M invested in Schwab US TIPS ETF in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
74
Holders Change
+15
Holders Change %
+25.42%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
22
Increased
23
Reduced
16
Closed
5
Calls
–
Puts
$315K
Net Calls
-$315K
Net Calls Change
-$315K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$48.4M
2
UCFA
2
United Capital Financial Advisors
Texas
$48.5M
3
FWM
3
Frontier Wealth Management
Missouri
$10.4M
4
VKH
4
Virtu KCG Holdings
New York
$2.09M
5
W
5
Wealthfront
California
$5.45M

Top Sellers

1
EWM
1
Empirical Wealth Management
Washington
$9.24M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$436K
4
SFPM
4
Sensible Financial Planning & Management
Massachusetts
$2.24M
5
PI
5
Placemark Investments
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$48.5M 894,089 +569,905 +176%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.4M 892,131 +574,396 +181%
FWM
3
Frontier Wealth Management
Missouri
$10.4M 190,919 +190,919 New
EWM
4
Empirical Wealth Management
Washington
$9.24M 170,259 -178,062 -51%
W
5
Wealthfront
California
$5.45M 100,538 +31,918 +47%
CSIA
6
Charles Schwab Investment Advisory
California
$3.47M 64,055 +1,662 +3%
HWA
7
Heritage Wealth Advisors
Virginia
$3.39M 62,475 -709 -1%
Charles Schwab
8
Charles Schwab
California
$3.19M 58,761 +2,337 +4%
BCI
9
Brinker Capital Investments
Pennsylvania
$2.39M 44,000 – –
SFPM
10
Sensible Financial Planning & Management
Massachusetts
$2.24M 41,263 -8,575 -17%
RMA
11
Roffman Miller Associates
Pennsylvania
$2.11M 38,823 -280 -0.7%
VKH
12
Virtu KCG Holdings
New York
$2.09M 38,595 +33,491 +656%
BSW
13
Buckingham Strategic Wealth
Missouri
$2.03M 37,467 -2,005 -5%
CA
14
Callahan Advisors
Texas
$1.96M 36,051 +3,908 +12%
MFP
15
Mosaic Financial Partners
California
$1.93M 35,546 +7,859 +28%
RCG
16
Ruggie Capital Group
Florida
$1.69M 31,198 +31,198 New
PAG
17
Private Advisor Group
New Jersey
$1.68M 30,960 +30,960 New
KC
18
Kingfisher Capital
North Carolina
$1.67M 30,831 -34 -0.1%
Invesco
19
Invesco
Georgia
$1.59M 29,288 +4,213 +17%
AA
20
Alesco Advisors
New York
$1.2M 22,205 +4,309 +24%
FC
21
Financial Consulate
Maryland
$1.1M 20,361 +20,361 New
VCP
22
Vista Capital Partners
Oregon
$965K 17,796 -2,950 -14%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$944K 17,398 +3,095 +22%
Bank of America
24
Bank of America
North Carolina
$826K 15,221 +14,268 +1,497%
VV
25
Valentine Ventures
Oregon
$782K 14,412 +14,412 New
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