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Schwab US TIPS ETF
SCHP

Overview Fund Activity

110 hedge funds and large institutions have $502M invested in Schwab US TIPS ETF in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
110
Holders Change
+11
Holders Change %
+11.11%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
23
Increased
48
Reduced
24
Closed
10
Calls
$355K
Puts
–
Net Calls
+$355K
Net Calls Change
+$355K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$86.8M
2
UCFA
2
United Capital Financial Advisors
Texas
$134M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$131M
4
MIS
4
Morningstar Investment Services
Illinois
$11.7M
5
AA
5
Apriem Advisors
California
$6.69M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$108K
2
VFS
2
VSR Financial Services
Kansas
$0
3
CIC
3
Cutler Investment Counsel
Oregon
$559K
4
CIM
4
Cambria Investment Management
California
$0
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$134M 2,385,504 +241,253 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$131M 2,317,589 +216,944 +10%
CSIA
3
Charles Schwab Investment Advisory
California
$86.8M 1,536,817 +739,145 +93%
W
4
Wealthfront
California
$15M 265,758 +48,102 +22%
MIS
5
Morningstar Investment Services
Illinois
$11.7M 205,441 +205,441 New
FM
6
Foster & Motley
Ohio
$8.37M 148,150 +365 +0.2%
Bank of America
7
Bank of America
North Carolina
$8.14M 144,088 +9,336 +7%
FWM
8
Frontier Wealth Management
Missouri
$7.73M 136,933 +40,316 +42%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$7.71M 136,430 +18,895 +16%
AA
10
Apriem Advisors
California
$6.69M 118,383 +118,383 New
REMPR
11
Roof Eidam Maycock Peralta (REMP)
California
$6.55M 116,025 +116,025 New
VWM
12
Venturi Wealth Management
Texas
$4.46M 78,985 +75,195 +1,984%
LPL Financial
13
LPL Financial
California
$4.18M 73,148 +30,816 +73%
Charles Schwab
14
Charles Schwab
California
$4.17M 73,896 +1,965 +3%
PAG
15
Private Advisor Group
New Jersey
$4.01M 70,082 +11,172 +19%
WAM
16
Wealthspire Advisors (Maryland)
Maryland
$3.94M 69,721 +3,185 +5%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$3.17M 56,164 +56,164 New
AWM
18
Avior Wealth Management
Nebraska
$2.87M 50,776 +3,853 +8%
SFPM
19
Sensible Financial Planning & Management
Massachusetts
$2.81M 49,673 +2,104 +4%
MFP
20
Mosaic Financial Partners
California
$2.36M 41,740 +3,780 +10%
KC
21
Kingfisher Capital
North Carolina
$1.96M 34,676 -1,388 -4%
EWM
22
Empirical Wealth Management
Washington
$1.94M 34,355 -547 -2%
Wolverine Trading
23
Wolverine Trading
Illinois
$1.93M 34,211 +34,211 New
GS
24
Girard Securities
California
$1.87M 33,144 +2,369 +8%
CA
25
Callahan Advisors
Texas
$1.64M 28,947 +968 +3%
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