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Schwab US TIPS ETF
SCHP

Overview Fund Activity

254 hedge funds and large institutions have $1.8B invested in Schwab US TIPS ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 23 closing their positions.

Holders
254
Holders Change
+10
Holders Change %
+4.1%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.37%
New
35
Increased
119
Reduced
65
Closed
23
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
+$247K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$130M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$370M
3
MIH
3
Madison Investment Holdings
Wisconsin
$74.5M
4
CSIA
4
Charles Schwab Investment Advisory
California
$332M
5
MCM
5
Makena Capital Management
California
$29.4M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$9.78M
2
VIA
2
Vantage Investment Advisors
Pennsylvania
$1.03M
3
W
3
Wealthfront
California
$22.7M
4
AFS
4
Access Financial Services
Minnesota
$0
5
VCM
5
Vigilant Capital Management
Maine
$331K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$370M 6,743,041 +1,198,250 +22%
CSIA
2
Charles Schwab Investment Advisory
California
$332M 6,056,193 +692,536 +13%
US Bancorp
3
US Bancorp
Minnesota
$130M 2,365,590 +1,464,541 +163%
UCFA
4
United Capital Financial Advisors
Texas
$89.8M 1,636,952 +87,791 +6%
MIH
5
Madison Investment Holdings
Wisconsin
$74.5M 1,357,999 +1,009,831 +290%
PAG
6
Pinnacle Advisory Group
Maryland
$53M 965,305 +33,231 +4%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$52.9M 963,336 +216,297 +29%
UBS Group
8
UBS Group
Switzerland
$48.9M 890,811 +61,446 +7%
MIS
9
Morningstar Investment Services
Illinois
$40.2M 732,322 +139,775 +24%
Bank of America
10
Bank of America
North Carolina
$35M 638,511 +235,805 +59%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$30.6M 557,826 +61,004 +12%
MCM
12
Makena Capital Management
California
$29.4M 535,192 +535,192 New
UBS AM
13
UBS AM
Illinois
$25.9M 472,167 +10,092 +2%
W
14
Wealthfront
California
$22.7M 413,841 -284,758 -41%
FIMG
15
Financial & Investment Management Group
Michigan
$17.7M 322,177 +15,194 +5%
WCWM
16
Wooster Corthell Wealth Management
Connecticut
$15.8M 287,840 +287,840 New
SB
17
Suntrust Banks
Georgia
$15.2M 276,654 +276,654 New
Charles Schwab
18
Charles Schwab
California
$11.7M 214,002 +42,175 +25%
FAAS
19
First Allied Advisory Services
California
$11.6M 212,105 +208,050 +5,131%
BWA
20
Burt Wealth Advisors
Maryland
$11.6M 211,394 +11,362 +6%
CIC
21
Cutler Investment Counsel
Oregon
$11.4M 206,837 +196,487 +1,898%
GC
22
Gilbert & Cook
Iowa
$10.9M 198,924 +59,305 +42%
CM
23
Columbus Macro
Pennsylvania
$10.5M 191,708 +191,708 New
Wells Fargo
24
Wells Fargo
California
$10.2M 185,964 +7,798 +4%
LCC
25
Lincoln Capital Corp
Rhode Island
$10.1M 183,276 +3,539 +2%
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