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Schwab US TIPS ETF
SCHP

Overview Fund Activity

78 hedge funds and large institutions have $253M invested in Schwab US TIPS ETF in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
8
Increased
35
Reduced
20
Closed
6
Calls
–
Puts
$304K
Net Calls
-$304K
Net Calls Change
+$80K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$21.9M
2
UCFA
2
United Capital Financial Advisors
Texas
$66.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$66M
4
FWM
4
Frontier Wealth Management
Missouri
$10.5M
5
MAA
5
Managed Account Advisors
New Jersey
$5.33M

Top Sellers

1
HWA
1
Heritage Wealth Advisors
Virginia
$0
2
EWM
2
Empirical Wealth Management
Washington
$4.8M
3
Jane Street
3
Jane Street
New York
$3.37M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$725K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$66.4M 1,225,149 +166,957 +16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$66M 1,217,560 +165,885 +16%
CSIA
3
Charles Schwab Investment Advisory
California
$21.9M 403,554 +338,185 +517%
FWM
4
Frontier Wealth Management
Missouri
$10.5M 192,911 +105,349 +120%
Allianz Asset Management
5
Allianz Asset Management
Germany
$9.73M 179,490 -100 -0.1%
W
6
Wealthfront
California
$5.44M 100,282 -13,276 -12%
MAA
7
Managed Account Advisors
New Jersey
$5.33M 98,349 +52,189 +113%
Bank of America
8
Bank of America
North Carolina
$4.87M 89,873 -13,748 -13%
EWM
9
Empirical Wealth Management
Washington
$4.8M 88,473 -23,430 -21%
FM
10
Foster & Motley
Ohio
$4.31M 79,412 +21,186 +36%
PAG
11
Private Advisor Group
New Jersey
$3.94M 72,760 +6,350 +10%
Charles Schwab
12
Charles Schwab
California
$3.54M 65,279 +3,843 +6%
KC
13
Kingfisher Capital
North Carolina
$3.41M 62,970 +129 +0.2%
Jane Street
14
Jane Street
New York
$3.37M 62,237 -22,154 -26%
BCI
15
Brinker Capital Investments
Pennsylvania
$2.52M 46,556 +413 +0.9%
SFPM
16
Sensible Financial Planning & Management
Massachusetts
$2.34M 43,076 +2,141 +5%
Morgan Stanley
17
Morgan Stanley
New York
$2.28M 42,135 +875 +2%
RCG
18
Ruggie Capital Group
Florida
$2.14M 39,455 +7,952 +25%
MFP
19
Mosaic Financial Partners
California
$2.1M 38,663 +569 +1%
VFS
20
VSR Financial Services
Kansas
$2.06M 37,953 +2,279 +6%
CA
21
Callahan Advisors
Texas
$2.04M 37,675 +3,414 +10%
Invesco
22
Invesco
Georgia
$1.94M 35,750 +3,140 +10%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.57M 28,884 -9,956 -26%
RMA
24
Roffman Miller Associates
Pennsylvania
$1.37M 25,184 -15,284 -38%
AA
25
Alesco Advisors
New York
$1.3M 23,935 +1,117 +5%
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