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Schwab US TIPS ETF
SCHP

Overview Fund Activity

150 hedge funds and large institutions have $627M invested in Schwab US TIPS ETF in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 68 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
150
Holders Change
+37
Holders Change %
+32.74%
% of All Funds
3.76%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.2%
New
49
Increased
68
Reduced
23
Closed
10
Calls
$274K
Puts
$2K
Net Calls
+$272K
Net Calls Change
+$272K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$82.5M
2
PAG
2
Pinnacle Advisory Group
Maryland
$45.8M
3
UBS AM
3
UBS AM
Illinois
$32.4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$148M
5
BWA
5
Burt Wealth Advisors
Maryland
$8.58M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
AA
2
Apriem Advisors
California
$3.98M
3
W
3
Wealthfront
California
$14.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$688K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$148M 2,707,152 +416,184 +18%
UBS Group
2
UBS Group
Switzerland
$82.5M 1,504,072 +1,502,130 +77,350%
UCFA
3
United Capital Financial Advisors
Texas
$74.5M 1,358,587 +22,740 +2%
PAG
4
Pinnacle Advisory Group
Maryland
$45.8M 834,514 +834,514 New
UBS AM
5
UBS AM
Illinois
$32.4M 589,945 +589,945 New
MIS
6
Morningstar Investment Services
Illinois
$18.6M 339,365 +23,026 +7%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$15.7M 286,746 +91,710 +47%
W
8
Wealthfront
California
$14.6M 265,633 -43,622 -14%
REMPR
9
Roof Eidam Maycock Peralta (REMP)
California
$10.9M 198,765 +90,870 +84%
FM
10
Foster & Motley
Ohio
$10M 182,308 +22,274 +14%
BWA
11
Burt Wealth Advisors
Maryland
$8.58M 156,451 +147,928 +1,736%
CIA
12
Capital Investment Advisors
Georgia
$8.21M 149,670 +43,706 +41%
FWM
13
Frontier Wealth Management
Missouri
$7.31M 133,367 -6,036 -4%
LCC
14
Lincoln Capital Corp
Rhode Island
$6.87M 125,140 +125,140 New
Bank of America
15
Bank of America
North Carolina
$6.84M 124,687 +58,720 +89%
WAM
16
Wealthspire Advisors (Maryland)
Maryland
$5.84M 106,423 +34,168 +47%
VWM
17
Venturi Wealth Management
Texas
$5.71M 104,160 +11,980 +13%
VCM
18
Vigilant Capital Management
Maine
$5.56M 101,427 +678 +0.7%
Charles Schwab
19
Charles Schwab
California
$5.55M 101,263 +17,834 +21%
KBFS
20
Kohmann Bosshard Financial Services
Ohio
$4.85M 87,941 +87,941 New
LPL Financial
21
LPL Financial
California
$4.48M 81,409 +9,184 +13%
IFS
22
Ifrah Financial Services
Arkansas
$4.41M 80,432 +75,317 +1,472%
BWA
23
BlueSky Wealth Advisors
North Carolina
$4.16M 75,889 +75,889 New
AA
24
Apriem Advisors
California
$3.98M 72,500 -73,432 -50%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.95M 72,054 +72,054 New
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