SCHP icon

Schwab US TIPS ETF
SCHP

Overview Fund Activity

95 hedge funds and large institutions have $298M invested in Schwab US TIPS ETF in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
22
Increased
30
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$80.6M
2
UCFA
2
United Capital Financial Advisors
Texas
$81.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$36.6M
4
RJA
4
Raymond James & Associates
Florida
$3.75M
5
WAM
5
Wealthspire Advisors (Maryland)
Maryland
$3.43M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$979K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
RCG
3
Ruggie Capital Group
Florida
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$359K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$635K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$81.3M 1,529,991 +135,223 +10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$80.6M 1,516,256 +159,413 +12%
CSIA
3
Charles Schwab Investment Advisory
California
$36.6M 688,064 +133,060 +24%
Bank of America
4
Bank of America
North Carolina
$12.5M 235,906 +15,066 +7%
FWM
5
Frontier Wealth Management
Missouri
$7.86M 147,979 +20,775 +16%
W
6
Wealthfront
California
$6.76M 127,193 +13,420 +12%
FM
7
Foster & Motley
Ohio
$6.64M 124,873 +35,333 +39%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$4.45M 83,836 +57,147 +214%
RJA
9
Raymond James & Associates
Florida
$3.75M 70,571 +70,571 New
Charles Schwab
10
Charles Schwab
California
$3.68M 69,337 +2,963 +4%
KC
11
Kingfisher Capital
North Carolina
$3.52M 66,164 +371 +0.6%
WAM
12
Wealthspire Advisors (Maryland)
Maryland
$3.43M 64,458 +64,458 New
Jane Street
13
Jane Street
New York
$3.27M 61,517 +22,256 +57%
PAG
14
Private Advisor Group
New Jersey
$3.2M 60,260 -9,045 -13%
EWM
15
Empirical Wealth Management
Washington
$2.56M 48,171 -23,922 -33%
SFPM
16
Sensible Financial Planning & Management
Massachusetts
$2.36M 44,371 +351 +0.8%
MFP
17
Mosaic Financial Partners
California
$2.22M 41,846 +3,371 +9%
VFS
18
VSR Financial Services
Kansas
$2.17M 40,908 +2,201 +6%
LPL Financial
19
LPL Financial
California
$2.15M 40,318 +19,625 +95%
Invesco
20
Invesco
Georgia
$1.68M 31,520 -3,093 -9%
Morgan Stanley
21
Morgan Stanley
New York
$1.65M 30,969 -1,497 -5%
GS
22
Girard Securities
California
$1.58M 29,780 +29,780 New
CA
23
Callahan Advisors
Texas
$1.47M 27,604 -92 -0.3%
AA
24
Alesco Advisors
New York
$1.17M 22,103 -1,990 -8%
VCP
25
Vista Capital Partners
Oregon
$1.04M 19,559 -610 -3%
1
2 3 4 5