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Schwab US TIPS ETF
SCHP

Overview Fund Activity

244 hedge funds and large institutions have $1.5B invested in Schwab US TIPS ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
244
Holders Change
+43
Holders Change %
+21.39%
% of All Funds
5.54%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
60
Increased
112
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$49.9M
2
AssetMark Inc
2
AssetMark Inc
California
$52.8M
3
CSIA
3
Charles Schwab Investment Advisory
California
$297M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$41.4M
5
FIMG
5
Financial & Investment Management Group
Michigan
$17M

Top Sellers

1
MCM
1
Makena Capital Management
California
$0
2
M&T Bank
2
M&T Bank
New York
$1.87M
3
GS
3
Girard Securities
California
$0
4
SBL
4
Sargent Bickham Lagudis
Colorado
$5.03M
5
CLOS
5
Compagnie Lombard Odier SCmA
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$307M 5,544,791 +130,347 +2%
CSIA
2
Charles Schwab Investment Advisory
California
$297M 5,363,657 +679,156 +14%
UCFA
3
United Capital Financial Advisors
Texas
$85.9M 1,549,161 +30,735 +2%
AssetMark Inc
4
AssetMark Inc
California
$52.8M 952,337 +830,341 +681%
PAG
5
Pinnacle Advisory Group
Maryland
$51.7M 932,074 +30,152 +3%
US Bancorp
6
US Bancorp
Minnesota
$49.9M 901,049 +901,042 +12,872,029%
UBS Group
7
UBS Group
Switzerland
$46M 829,365 +51,022 +7%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$41.4M 747,039 +617,963 +479%
W
9
Wealthfront
California
$38.7M 698,599 +185,817 +36%
MIS
10
Morningstar Investment Services
Illinois
$32.8M 592,547 +92,245 +18%
VIA
11
Vantage Investment Advisors
Pennsylvania
$29M 522,631 +38,619 +8%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$27.4M 496,822 +54,063 +12%
UBS AM
13
UBS AM
Illinois
$25.6M 462,075 +8,984 +2%
Bank of America
14
Bank of America
North Carolina
$22.3M 402,706 +28,628 +8%
MIH
15
Madison Investment Holdings
Wisconsin
$19.3M 348,168 +221,589 +175%
FIMG
16
Financial & Investment Management Group
Michigan
$17M 306,983 +306,983 New
BWA
17
Burt Wealth Advisors
Maryland
$11.1M 200,032 +1,863 +0.9%
FLA
18
Financial Life Advisors
Texas
$10.9M 196,230 +196,230 New
AFS
19
Access Financial Services
Minnesota
$10.6M 190,910 +82,899 +77%
LCC
20
Lincoln Capital Corp
Rhode Island
$9.96M 179,737 +6,182 +4%
FM
21
Foster & Motley
Ohio
$9.9M 178,624 -886 -0.5%
Wells Fargo
22
Wells Fargo
California
$9.88M 178,166 +18,417 +12%
Charles Schwab
23
Charles Schwab
California
$9.53M 171,827 +26,571 +18%
AHSSHC
24
Adventist Health System Sunbelt Healthcare Corp
Florida
$8.26M 148,963 +13,600 +10%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$8M 144,308 +7,894 +6%
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