SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

85 hedge funds and large institutions have $273M invested in Schwab US TIPS ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
34
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$74.9M
2
CSIA
2
Charles Schwab Investment Advisory
California
$29.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$72.8M
4
Bank of America
4
Bank of America
North Carolina
$11.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.44M

Top Sellers

1
FWM
1
Frontier Wealth Management
Missouri
$6.83M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$7.3M
3
Jane Street
3
Jane Street
New York
$2.11M
4
EWM
4
Empirical Wealth Management
Washington
$3.87M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$74.9M 1,394,768 +169,619 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$72.8M 1,356,843 +139,283 +11%
CSIA
3
Charles Schwab Investment Advisory
California
$29.8M 555,004 +151,450 +38%
Bank of America
4
Bank of America
North Carolina
$11.9M 220,840 +130,967 +146%
Allianz Asset Management
5
Allianz Asset Management
Germany
$7.3M 135,991 -43,499 -24%
FWM
6
Frontier Wealth Management
Missouri
$6.83M 127,204 -65,707 -34%
W
7
Wealthfront
California
$6.11M 113,773 +13,491 +13%
FM
8
Foster & Motley
Ohio
$4.81M 89,540 +10,128 +13%
EWM
9
Empirical Wealth Management
Washington
$3.87M 72,093 -16,380 -19%
PAG
10
Private Advisor Group
New Jersey
$3.72M 69,305 -3,455 -5%
Charles Schwab
11
Charles Schwab
California
$3.56M 66,374 +1,095 +2%
KC
12
Kingfisher Capital
North Carolina
$3.53M 65,793 +2,823 +4%
BCI
13
Brinker Capital Investments
Pennsylvania
$2.59M 48,308 +1,752 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.49M 46,439 +17,555 +61%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.44M 45,411 +32,036 +240%
SFPM
16
Sensible Financial Planning & Management
Massachusetts
$2.36M 44,020 +944 +2%
RCG
17
Ruggie Capital Group
Florida
$2.23M 41,351 +1,896 +5%
Jane Street
18
Jane Street
New York
$2.11M 39,261 -22,976 -37%
VFS
19
VSR Financial Services
Kansas
$2.08M 38,707 +754 +2%
MFP
20
Mosaic Financial Partners
California
$2.07M 38,475 -188 -0.5%
Invesco
21
Invesco
Georgia
$1.86M 34,613 -1,137 -3%
Morgan Stanley
22
Morgan Stanley
New York
$1.74M 32,466 -9,669 -23%
CA
23
Callahan Advisors
Texas
$1.49M 27,696 -9,979 -26%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$1.45M 26,689 +4,561 +21%
AA
25
Alesco Advisors
New York
$1.29M 24,093 +158 +0.7%
1
2 3 4