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Schwab US TIPS ETF
SCHP

Overview Fund Activity

77 hedge funds and large institutions have $218M invested in Schwab US TIPS ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
13
Increased
32
Reduced
18
Closed
10
Calls
–
Puts
$384K
Net Calls
-$384K
Net Calls Change
-$69K

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$9.86M
2
UCFA
2
United Capital Financial Advisors
Texas
$58.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$57.8M
4
Bank of America
4
Bank of America
North Carolina
$5.69M
5
Jane Street
5
Jane Street
New York
$4.64M

Top Sellers

1
FWM
1
Frontier Wealth Management
Missouri
$4.81M
2
EWM
2
Empirical Wealth Management
Washington
$6.15M
3
VKH
3
Virtu KCG Holdings
New York
$0
4
FC
4
Financial Consulate
Maryland
$391K
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$58.5M 1,058,192 +164,103 +18%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$57.8M 1,051,675 +159,544 +18%
Allianz Asset Management
3
Allianz Asset Management
Germany
$9.86M 179,590 +179,590 New
W
4
Wealthfront
California
$6.24M 113,558 +13,020 +13%
EWM
5
Empirical Wealth Management
Washington
$6.15M 111,903 -58,356 -34%
Bank of America
6
Bank of America
North Carolina
$5.69M 103,621 +88,400 +581%
FWM
7
Frontier Wealth Management
Missouri
$4.81M 87,562 -103,357 -54%
Jane Street
8
Jane Street
New York
$4.64M 84,391 +84,391 New
PAG
9
Private Advisor Group
New Jersey
$3.65M 66,410 +35,450 +115%
CSIA
10
Charles Schwab Investment Advisory
California
$3.59M 65,369 +1,314 +2%
KC
11
Kingfisher Capital
North Carolina
$3.45M 62,841 +32,010 +104%
Charles Schwab
12
Charles Schwab
California
$3.38M 61,436 +2,675 +5%
HWA
13
Heritage Wealth Advisors
Virginia
$3.33M 60,756 -1,719 -3%
FM
14
Foster & Motley
Ohio
$3.2M 58,226 +54,473 +1,451%
MAA
15
Managed Account Advisors
New Jersey
$2.54M 46,160 +46,160 New
BCI
16
Brinker Capital Investments
Pennsylvania
$2.53M 46,143 +2,143 +5%
Morgan Stanley
17
Morgan Stanley
New York
$2.27M 41,260 +38,732 +1,532%
SFPM
18
Sensible Financial Planning & Management
Massachusetts
$2.25M 40,935 -328 -0.8%
RMA
19
Roffman Miller Associates
Pennsylvania
$2.22M 40,468 +1,645 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.13M 38,840 +38,840 New
MFP
21
Mosaic Financial Partners
California
$2.09M 38,094 +2,548 +7%
VFS
22
VSR Financial Services
Kansas
$1.96M 35,674 +24,374 +216%
CA
23
Callahan Advisors
Texas
$1.88M 34,261 -1,790 -5%
Invesco
24
Invesco
Georgia
$1.79M 32,610 +3,322 +11%
RCG
25
Ruggie Capital Group
Florida
$1.73M 31,503 +305 +1%
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