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Schwab US TIPS ETF
SCHP

Overview Fund Activity

113 hedge funds and large institutions have $456M invested in Schwab US TIPS ETF in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
13
Increased
53
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$131M
2
MIS
2
Morningstar Investment Services
Illinois
$18.1M
3
CIA
3
Capital Investment Advisors
Georgia
$6.05M
4
VCM
4
Vigilant Capital Management
Maine
$5.75M
5
CLOS
5
Compagnie Lombard Odier SCmA
Switzerland
$3.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$72.1M
2
UCFA
2
United Capital Financial Advisors
Texas
$76.3M
3
Bank of America
3
Bank of America
North Carolina
$3.77M
4
KC
4
Kingfisher Capital
North Carolina
$0
5
Wolverine Trading
5
Wolverine Trading
Illinois
$208K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$131M 2,290,968 +754,151 +49%
UCFA
2
United Capital Financial Advisors
Texas
$76.3M 1,335,847 -1,049,657 -44%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$72.1M 1,263,526 -1,054,063 -45%
MIS
4
Morningstar Investment Services
Illinois
$18.1M 316,339 +110,898 +54%
W
5
Wealthfront
California
$17.7M 309,255 +43,497 +16%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$11M 195,036 +58,606 +43%
FM
7
Foster & Motley
Ohio
$9.14M 160,034 +11,884 +8%
AA
8
Apriem Advisors
California
$8.33M 145,932 +27,549 +23%
FWM
9
Frontier Wealth Management
Missouri
$7.96M 139,403 +2,470 +2%
REMPR
10
Roof Eidam Maycock Peralta (REMP)
California
$6.16M 107,895 -8,130 -7%
CIA
11
Capital Investment Advisors
Georgia
$6.05M 105,964 +101,135 +2,094%
VCM
12
Vigilant Capital Management
Maine
$5.75M 100,749 +100,749 New
VWM
13
Venturi Wealth Management
Texas
$5.26M 92,180 +13,195 +17%
Charles Schwab
14
Charles Schwab
California
$4.76M 83,429 +9,533 +13%
WAM
15
Wealthspire Advisors (Maryland)
Maryland
$4.12M 72,255 +2,534 +4%
LPL Financial
16
LPL Financial
California
$4.09M 72,225 -923 -1%
PAG
17
Private Advisor Group
New Jersey
$4.01M 70,812 +730 +1%
Bank of America
18
Bank of America
North Carolina
$3.77M 65,967 -78,121 -54%
CLOS
19
Compagnie Lombard Odier SCmA
Switzerland
$3.51M 61,500 +61,500 New
AWM
20
Avior Wealth Management
Nebraska
$3.05M 53,341 +2,565 +5%
SFPM
21
Sensible Financial Planning & Management
Massachusetts
$3.03M 53,112 +3,439 +7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.51M 44,009 +19,019 +76%
Allianz Asset Management
23
Allianz Asset Management
Germany
$2.48M 43,397 +17,977 +71%
MFP
24
Mosaic Financial Partners
California
$2.44M 42,797 +1,057 +3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.21M 38,785 +20,100 +108%
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