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Schwab US TIPS ETF
SCHP

Overview Fund Activity

201 hedge funds and large institutions have $1.24B invested in Schwab US TIPS ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 46 reducing their positions, and 17 closing their positions.

Holders
201
Holders Change
+12
Holders Change %
+6.35%
% of All Funds
5.02%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
31
Increased
99
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$300M
2
CSIA
2
Charles Schwab Investment Advisory
California
$259M
3
MCM
3
Makena Capital Management
California
$32.1M
4
PAG
4
Pinnacle Advisory Group
Maryland
$49.8M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$7.48M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$544K
2
AL
2
Aspiriant LLC
California
$1.66M
3
MIH
3
Madison Investment Holdings
Wisconsin
$7M
4
M&T Bank
4
M&T Bank
New York
$9.91M
5
AA
5
Apriem Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$300M 5,414,444 +5,414,371 +7,416,947%
CSIA
2
Charles Schwab Investment Advisory
California
$259M 4,684,501 +756,967 +19%
UCFA
3
United Capital Financial Advisors
Texas
$83.9M 1,518,426 +62,195 +4%
PAG
4
Pinnacle Advisory Group
Maryland
$49.8M 901,922 +221,401 +33%
UBS Group
5
UBS Group
Switzerland
$43M 778,343 +26,799 +4%
MCM
6
Makena Capital Management
California
$32.1M 580,675 +278,960 +92%
W
7
Wealthfront
California
$28.3M 512,782 +69,692 +16%
MIS
8
Morningstar Investment Services
Illinois
$27.6M 500,302 +72,527 +17%
VIA
9
Vantage Investment Advisors
Pennsylvania
$26.7M 484,012 +37,825 +8%
UBS AM
10
UBS AM
Illinois
$25M 453,091 +19,796 +5%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$24.4M 442,759 +29,789 +7%
Bank of America
12
Bank of America
North Carolina
$20.7M 374,078 +29,996 +9%
BWA
13
Burt Wealth Advisors
Maryland
$11M 198,169 +4,609 +2%
FM
14
Foster & Motley
Ohio
$9.92M 179,510 -2,382 -1%
M&T Bank
15
M&T Bank
New York
$9.91M 179,337 -99,380 -36%
LCC
16
Lincoln Capital Corp
Rhode Island
$9.59M 173,555 +10,121 +6%
Wells Fargo
17
Wells Fargo
California
$8.83M 159,749 +37,130 +30%
SBL
18
Sargent Bickham Lagudis
Colorado
$8.52M 154,081 -5,643 -4%
Charles Schwab
19
Charles Schwab
California
$8.03M 145,256 +14,603 +11%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$7.54M 136,414 +33,498 +33%
AHSSHC
21
Adventist Health System Sunbelt Healthcare Corp
Florida
$7.48M 135,363 +135,363 New
FWM
22
Frontier Wealth Management
Missouri
$7.36M 133,154 +77,596 +140%
VCM
23
Vigilant Capital Management
Maine
$7.15M 129,317 +7,482 +6%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$7.13M 129,076 +121,982 +1,720%
MIH
25
Madison Investment Holdings
Wisconsin
$7M 126,579 -107,722 -46%
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