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Schwab US TIPS ETF
SCHP

Overview Fund Activity

189 hedge funds and large institutions have $840M invested in Schwab US TIPS ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 98 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
4.72%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
30
Increased
98
Reduced
33
Closed
12
Calls
$315K
Puts
–
Net Calls
+$315K
Net Calls Change
+$60K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$216M
2
M&T Bank
2
M&T Bank
New York
$15.3M
3
W
3
Wealthfront
California
$24.4M
4
Bank of America
4
Bank of America
North Carolina
$18.9M
5
Wells Fargo
5
Wells Fargo
California
$6.75M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$41.4M
2
PAG
2
Pinnacle Advisory Group
Maryland
$37.5M
3
UBS AM
3
UBS AM
Illinois
$23.9M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
VWM
5
Venturi Wealth Management
Texas
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$216M 3,927,534 +657,284 +20%
UCFA
2
United Capital Financial Advisors
Texas
$80.2M 1,456,231 +72,900 +5%
UBS Group
3
UBS Group
Switzerland
$41.4M 751,544 -1,137,517 -60%
PAG
4
Pinnacle Advisory Group
Maryland
$37.5M 680,521 -162,994 -19%
AWE
5
Avidian Wealth Enterprises
Texas
$25.8M 468,798 +5,743 +1%
VIA
6
Vantage Investment Advisors
Pennsylvania
$24.6M 446,187 +81,751 +22%
W
7
Wealthfront
California
$24.4M 443,090 +149,924 +51%
UBS AM
8
UBS AM
Illinois
$23.9M 433,295 -103,184 -19%
MIS
9
Morningstar Investment Services
Illinois
$23.6M 427,775 +69,070 +19%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$22.6M 412,970 +65,295 +19%
Bank of America
11
Bank of America
North Carolina
$18.9M 344,082 +125,261 +57%
MCM
12
Makena Capital Management
California
$16.6M 301,715 +2,780 +0.9%
M&T Bank
13
M&T Bank
New York
$15.3M 278,717 +278,717 New
MIH
14
Madison Investment Holdings
Wisconsin
$12.9M 234,301 +20,388 +10%
BWA
15
Burt Wealth Advisors
Maryland
$10.7M 193,560 +19,341 +11%
FM
16
Foster & Motley
Ohio
$10M 181,892 -938 -0.5%
AL
17
Aspiriant LLC
California
$9.71M 176,415 -13,305 -7%
LCC
18
Lincoln Capital Corp
Rhode Island
$9M 163,434 +1,284 +0.8%
SBL
19
Sargent Bickham Lagudis
Colorado
$8.79M 159,724 +6,444 +4%
Charles Schwab
20
Charles Schwab
California
$7.19M 130,653 +17,225 +15%
Wells Fargo
21
Wells Fargo
California
$6.75M 122,619 +113,690 +1,273%
VCM
22
Vigilant Capital Management
Maine
$6.71M 121,835 +19,038 +19%
LPL Financial
23
LPL Financial
California
$6.56M 119,221 +25,428 +27%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.67M 102,916 +41,441 +67%
AFS
25
Access Financial Services
Minnesota
$5.47M 99,250 +99,250 New
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