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Schwab US TIPS ETF
SCHP

Overview Fund Activity

99 hedge funds and large institutions have $397M invested in Schwab US TIPS ETF in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2.64%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
17
Increased
43
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$119M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$117M
3
UBS Group
3
UBS Group
Switzerland
$12.4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$44.3M
5
W
5
Wealthfront
California
$12.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.48M
2
RJA
2
Raymond James & Associates
Florida
$0
3
FWM
3
Frontier Wealth Management
Missouri
$5.37M
4
Jane Street
4
Jane Street
New York
$1.37M
5
KC
5
Kingfisher Capital
North Carolina
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$119M 2,144,251 +614,260 +40%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$117M 2,100,645 +584,389 +39%
CSIA
3
Charles Schwab Investment Advisory
California
$44.3M 797,672 +109,608 +16%
UBS Group
4
UBS Group
Switzerland
$12.4M 223,460 +222,038 +15,614%
W
5
Wealthfront
California
$12.1M 217,656 +90,463 +71%
FM
6
Foster & Motley
Ohio
$8.21M 147,785 +22,912 +18%
Bank of America
7
Bank of America
North Carolina
$7.48M 134,752 -101,154 -43%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$6.53M 117,535 +33,699 +40%
FWM
9
Frontier Wealth Management
Missouri
$5.37M 96,617 -51,362 -35%
Charles Schwab
10
Charles Schwab
California
$4M 71,931 +2,594 +4%
WAM
11
Wealthspire Advisors (Maryland)
Maryland
$3.7M 66,536 +2,078 +3%
PAG
12
Private Advisor Group
New Jersey
$3.27M 58,910 -1,350 -2%
SFPM
13
Sensible Financial Planning & Management
Massachusetts
$2.64M 47,569 +3,198 +7%
AWM
14
Avior Wealth Management
Nebraska
$2.61M 46,923 +40,930 +683%
LPL Financial
15
LPL Financial
California
$2.36M 42,332 +2,014 +5%
VFS
16
VSR Financial Services
Kansas
$2.21M 39,808 -1,100 -3%
CIC
17
Cutler Investment Counsel
Oregon
$2.19M 39,453 +39,453 New
MFP
18
Mosaic Financial Partners
California
$2.11M 37,960 -3,886 -9%
KC
19
Kingfisher Capital
North Carolina
$2M 36,064 -30,100 -45%
EWM
20
Empirical Wealth Management
Washington
$1.94M 34,902 -13,269 -28%
GS
21
Girard Securities
California
$1.72M 30,775 +995 +3%
Allianz Asset Management
22
Allianz Asset Management
Germany
$1.56M 28,098 +9,680 +53%
CA
23
Callahan Advisors
Texas
$1.55M 27,979 +375 +1%
TFA
24
Transamerica Financial Advisors
Florida
$1.47M 26,515 +12,112 +84%
Jane Street
25
Jane Street
New York
$1.37M 24,591 -36,926 -60%
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