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Schwab US TIPS ETF
SCHP

Overview Fund Activity

284 hedge funds and large institutions have $4.32B invested in Schwab US TIPS ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 142 increasing their positions, 72 reducing their positions, and 26 closing their positions.

Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
6.5%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.39%
New
30
Increased
142
Reduced
72
Closed
26
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
+$77K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$170M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.23B
3
UBS Group
3
UBS Group
Switzerland
$52.5M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$34.8M
5
US Bancorp
5
US Bancorp
Minnesota
$195M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
QAM
2
Q3 Asset Management
Michigan
$0
3
FA
3
FDx Advisors
Illinois
$656K
4
11A
4
10-15 Associates
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$664K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.23B 41,361,148 +1,444,618 +4%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$492M 9,118,716 +101,576 +1%
US Bancorp
3
US Bancorp
Minnesota
$195M 3,619,992 +455,720 +14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$170M 3,150,746 +3,150,746 New
MIH
5
Madison Investment Holdings
Wisconsin
$99.2M 1,838,725 +19,111 +1%
UCFA
6
United Capital Financial Advisors
Texas
$98.8M 1,831,103 +89,076 +5%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$68.8M 1,274,872 +27,746 +2%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$67.4M 1,249,346 +211,451 +20%
UBS Group
9
UBS Group
Switzerland
$52.5M 973,111 +666,518 +217%
PAG
10
Pinnacle Advisory Group
Maryland
$52.2M 968,122 +3,307 +0.3%
MIS
11
Morningstar Investment Services
Illinois
$41.3M 764,498 +40,018 +6%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$37.7M 707,450 +99,624 +16%
BCI
13
Brinker Capital Investments
Pennsylvania
$34.8M 645,359 +538,841 +506%
UBS AM
14
UBS AM
Illinois
$34.3M 634,925 +140,163 +28%
Bank of America
15
Bank of America
North Carolina
$33.5M 620,673 +71,074 +13%
MCM
16
Makena Capital Management
California
$24.3M 451,122 -38,370 -8%
W
17
Wealthfront
California
$18.8M 348,079 -37,881 -10%
AIP
18
Almanack Investment Partners
Pennsylvania
$18.6M 352,389 +72,122 +26%
NA
19
NextCapital Advisers
Illinois
$18.4M 341,689 +341,689 New
Allianz Asset Management
20
Allianz Asset Management
Germany
$17.5M 324,435 -16,229 -5%
FIMG
21
Financial & Investment Management Group
Michigan
$16.7M 308,987 -7,539 -2%
SB
22
Suntrust Banks
Georgia
$14.9M 276,591 – –
WCWM
23
Wooster Corthell Wealth Management
Connecticut
$14.2M 262,834 -25,871 -9%
Charles Schwab
24
Charles Schwab
California
$14M 260,224 +27,104 +12%
Wells Fargo
25
Wells Fargo
California
$13.7M 254,105 +58,977 +30%
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