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Schwab US TIPS ETF
SCHP

Overview Fund Activity

173 hedge funds and large institutions have $791M invested in Schwab US TIPS ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
173
Holders Change
+23
Holders Change %
+15.33%
% of All Funds
4.31%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
38
Increased
75
Reduced
35
Closed
13
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
-$17K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$182M
2
AWE
2
Avidian Wealth Enterprises
Texas
$25.7M
3
UBS Group
3
UBS Group
Switzerland
$105M
4
VIA
4
Vantage Investment Advisors
Pennsylvania
$20.2M
5
MCM
5
Makena Capital Management
California
$16.6M

Top Sellers

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$0
2
CIA
2
Capital Investment Advisors
Georgia
$2.05M
3
FWM
3
Frontier Wealth Management
Missouri
$3.99M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$2.94M
5
UBS AM
5
UBS AM
Illinois
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$182M 3,270,250 +563,098 +21%
UBS Group
2
UBS Group
Switzerland
$105M 1,889,061 +384,989 +26%
UCFA
3
United Capital Financial Advisors
Texas
$76.8M 1,383,331 +24,744 +2%
PAG
4
Pinnacle Advisory Group
Maryland
$46.8M 843,515 +9,001 +1%
UBS AM
5
UBS AM
Illinois
$29.8M 536,479 -53,466 -9%
AWE
6
Avidian Wealth Enterprises
Texas
$25.7M 463,055 +463,055 New
VIA
7
Vantage Investment Advisors
Pennsylvania
$20.2M 364,436 +364,436 New
MIS
8
Morningstar Investment Services
Illinois
$19.9M 358,705 +19,340 +6%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$19.4M 347,675 +60,929 +21%
MCM
10
Makena Capital Management
California
$16.6M 298,935 +298,935 New
W
11
Wealthfront
California
$16.3M 293,166 +27,533 +10%
Bank of America
12
Bank of America
North Carolina
$12.2M 218,821 +94,134 +75%
MIH
13
Madison Investment Holdings
Wisconsin
$11.9M 213,913 +213,913 New
AL
14
Aspiriant LLC
California
$10.5M 189,720 +189,720 New
FM
15
Foster & Motley
Ohio
$10.2M 182,830 +522 +0.3%
BWA
16
Burt Wealth Advisors
Maryland
$9.67M 174,219 +17,768 +11%
LCC
17
Lincoln Capital Corp
Rhode Island
$9M 162,150 +37,010 +30%
SBL
18
Sargent Bickham Lagudis
Colorado
$8.51M 153,280 +153,280 New
Charles Schwab
19
Charles Schwab
California
$6.3M 113,428 +12,165 +12%
VCM
20
Vigilant Capital Management
Maine
$5.71M 102,797 +1,370 +1%
VWM
21
Venturi Wealth Management
Texas
$5.39M 96,440 -7,720 -7%
KBFS
22
Kohmann Bosshard Financial Services
Ohio
$5.23M 94,225 +6,284 +7%
LPL Financial
23
LPL Financial
California
$5.22M 93,793 +12,384 +15%
BWA
24
BlueSky Wealth Advisors
North Carolina
$4.72M 85,028 +9,139 +12%
AA
25
Apriem Advisors
California
$4.48M 80,705 +8,205 +11%
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